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Get Institutions for : 
DFA Dimensional Us Marketwide Value Etf (DFUV)  
$40.04 0.08 (0.2%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 513    19
Total shares held : 
 199,833,643  
% of shares held : 
 22.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   28  
Amount of shares held : 
 2,382,560  
% of shares held change : 
   0.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.66  
Last Quarter's Ending Price : 
 $37.22  
Last Quarter's Average Price : 
 $34.42  
Change from last quarter's     
avg. price to the last closing  : 
5.62 (16.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 1,487,053
 0.74%
 
Increased Positions :
167
 10,561,130
 5.28%
 
Unchanged Positions :
153
 10,268,970
 5.14%
 
Decreased Positions :
158
-9,488,021
-4.75%
 
Closed Positions :
16
-177,602
-0.09%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Shearwater Capital LLC 5 - 2024-03-31 150,124 $6,140,000 0
   FIRST NATIONAL BANK SIOUX FALLS 7 - 2024-03-31 135,111 $5,526,000 0
   Verdence Capital Advisors LLC 52 - 2024-03-31 120,891 $4,944,000 0
   Investment Advisory Group LLC 18 - 2024-03-31 97,647 $3,994,000 0
   Waypoint Capital Advisors LLC 29 - 2024-03-31 94,031 $3,846,000 0
   Summit Financial Strategies Inc. 24 - 2023-12-31 99,325 $3,697,000 0
   Nicholas Hoffman & Company LLC. 45 - 2024-03-31 68,008 $2,782,000 0
   Quantum Financial Advisors LLC 29 - 2024-03-31 66,690 $2,728,000 0
   REGIONS FINANCIAL CORP 322 - 2024-03-31 66,234 $2,709,000 0
   PROSPERA FINANCIAL SERVICES 265 - 2023-12-31 70,681 $2,631,000 0
   WETHERBY ASSET MANAGEMENT INC 152 - 2023-12-31 68,224 $2,539,000 0
   GRAND WEALTH MANAGEMENT LLC 16 - 2023-12-31 65,900 $2,453,000 0
   WASHINGTON TRUST CO 121 - 2024-03-31 54,542 $2,231,000 0
   Stone Point Wealth LLC 46 - 2024-03-31 51,732 $2,116,000 0
   BASSO CAPITAL MANAGEMENT LP 11 - 2023-12-31 48,610 $1,809,000 0
   TAGStone Capital Inc. 24 - 2023-12-31 46,216 $1,720,000 0
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 152 - 2024-03-31 39,390 $1,611,000 0
   SJS Investment Consulting Inc. 29 - 2024-03-31 37,466 $1,532,000 0
   Greenspring Advisors LLC 23 - 2024-03-31 31,511 $1,289,000 0
   FIDUCIARY TRUST CO 293 - 2023-12-31 33,792 $1,258,000 0
   CWA Asset Management Group LLC 150 - 2023-12-31 32,438 $1,207,000 0
   Perigon Wealth Management LLC 348 - 2024-03-31 27,811 $1,137,000 0
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 113 - 2024-03-31 27,599 $1,129,000 0
   Financial Gravity Wealth Inc. 216 - 2023-12-31 8,678 $1,086,000 0
   Apollon Wealth Management LLC 451 - 2024-03-31 26,008 $1,064,000 0
   Pictet North America Advisors SA 89 - 2024-03-31 25,825 $1,056,000 0
   JOHNSON INVESTMENT COUNSEL INC 362 - 2023-12-31 28,190 $1,049,000 0
   Arbor Wealth Advisors LLC 19 - 2024-03-31 24,343 $996,000 0
   Garde Capital Inc. 85 - 2023-12-31 26,598 $990,000 0
   RMB CAPITAL MANAGEMENT LLC 298 - 2023-12-31 25,420 $946,000 0
   Financial Council Asset Management Inc 29 - 2023-12-31 24,585 $915,000 0
   Fort Point Capital Partners LLC 109 - 2023-12-31 23,900 $890,000 0
   MBM Wealth Consultants LLC 51 - 2024-03-31 21,375 $874,000 0
   Balboa Wealth Partners 66 - 2023-12-31 23,481 $874,000 0
   GUNN & Co INVESTMENT MANAGEMENT INC. 35 - 2024-03-31 21,024 $860,000 0
   SMITH CHAS P & ASSOCIATES PA CPAS 71 - 2024-03-31 21,024 $860,000 0
   Burleson & Company LLC 87 - 2022-12-31 25,578 $856,000 0
   PNC FINANCIAL SERVICES GROUP INC 1219 - 2023-12-31 22,443 $835,000 0
   PINNACLE FINANCIAL PARTNERS INC 282 - 2024-03-31 20,396 $834,000 0
   Hartland & Co. LLC 243 - 2023-12-31 21,835 $813,000 0
   Lauer Wealth LLC 22 - 2024-03-31 20,000 $797,000 0
   AMARILLO NATIONAL BANK 51 - 2024-03-31 19,084 $781,000 0
   Personal Capital Advisors Corp 259 - 2022-12-31 22,219 $744,000 0
   Red Tortoise LLC 47 - 2024-03-31 17,856 $730,000 0
   DORSEY & WHITNEY TRUST CO LLC 263 - 2023-12-31 19,166 $713,000 0
   Narus Financial Partners LLC 59 - 2024-03-31 17,036 $697,000 0
   Oakmont Partners LLC 441 - 2024-03-31 17,010 $696,000 0
   Rather & Kittrell Inc. 48 - 2024-03-31 16,925 $692,000 0
   SEAWARD MANAGEMENT CORP - 2023-12-31 17,795 $662,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 67 - 2023-12-31 17,487 $651,000 0
   Key Financial Inc 102 - 2024-03-31 17,351 $646,000 0
   Taddei Ludwig & Associates Inc. 32 - 2024-03-31 15,726 $643,000 0
   Sound View Wealth Advisors Group LLC 204 - 2023-12-31 17,170 $639,000 0
   VISTA CAPITAL PARTNERS, INC. 37 - 2024-03-31 15,277 $625,000 0
   DAVIDSON D A & CO 856 - 2023-12-31 16,768 $624,000 0
   U.S. Capital Wealth Advisors LLC 410 - 2023-12-31 16,708 $622,000 0
   Capital Investment Advisors LLC 359 - 2024-03-31 14,833 $607,000 0
   DOrazio & Associates Inc. 69 - 2023-12-31 15,896 $592,000 0
   CASTLE WEALTH MANAGEMENT LLC 74 - 2024-03-31 14,433 $590,000 0
   GenTrust LLC 94 - 2024-03-31 14,422 $590,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 393 - 2024-03-31 14,075 $576,000 0
   COLLECTIVE FAMILY OFFICE LLC 103 - 2024-03-31 13,867 $567,000 0
   Center for Financial Planning Inc. 84 - 2024-03-31 13,216 $541,000 0
   BANCORPSOUTH BANK 214 - 2023-12-31 14,404 $536,000 0
   OXFORD FINANCIAL GROUP LTD 131 - 2023-12-31 14,330 $533,000 0
   VERITY Wealth Advisors 50 - 2024-03-31 12,775 $522,000 0
   FIRST WESTERN TRUST BANK 125 - 2023-12-31 13,438 $500,000 0
   HOLLENCREST SECURITIES LLC 202 - 2024-03-31 11,339 $464,000 0
   PRIVATE TRUST CO NA 383 - 2024-03-31 11,335 $464,000 0
   LIBERTY CAPITAL MANAGEMENT INC 114 - 2024-03-31 10,742 $439,000 0
   Towneley Capital Management Inc / DE 35 - 2024-03-31 10,717 $438,000 0
   GDS Wealth Management 94 - 2024-03-31 10,486 $429,000 0
   Cross Staff Investments Inc 76 - 2024-03-31 10,391 $425,000 0
   Capital Financial Planning LLC 49 - 2023-09-30 12,257 $417,000 0
   Western Wealth Management LLC 415 - 2024-03-31 10,157 $415,000 0
   Baldrige Asset Management LLC 73 - 2023-03-31 12,355 $414,000 0
   WoodTrust Financial Corp 105 - 2024-03-31 10,081 $412,000 0
   Colonial Trust Co / SC 164 - 2023-12-31 11,016 $410,000 0
   Steele Capital Management Inc. 113 - 2024-03-31 9,848 $403,000 0
   Steel Peak Wealth Management LLC 310 - 2024-03-31 9,651 $395,000 0
   NCM Capital Management LLC 102 - 2023-12-31 10,465 $390,000 0
   Ironwood Wealth Management llc 113 - 2024-03-31 9,270 $379,000 0
   STRATEGIC INVESTMENT ADVISORS, INC 99 - 2023-12-31 9,942 $370,000 0
   JANNEY MONTGOMERY SCOTT LLC 2184 - 2024-03-31 8,991 $368,000 0
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 176 - 2023-12-31 9,896 $368,000 0
   49 WEALTH MANAGEMENT LLC 78 - 2024-03-31 8,977 $366,000 0
   Procyon Private Wealth Partners LLC 384 - 2024-03-31 8,864 $363,000 0
   CLIFFORD ASSOCIATES LLC 251 - 2024-03-31 8,538 $349,000 0
   Physician Wealth Solutions Inc. 33 - 2024-03-31 8,307 $340,000 0
   RAYMOND JAMES TRUST CO 918 - 2024-03-31 8,191 $335,000 0
   Goldstein Advisors LLC 106 - 2023-12-31 8,819 $328,000 0
   GRANDFIELD & DODD LLC 158 - 2023-12-31 8,633 $321,000 0
   COHO PARTNERS LTD 72 - 2023-12-31 8,444 $314,000 0
   Pasadena Private Wealth LLC 101 - 2024-03-31 7,653 $313,000 0
   MBL Wealth LLC 152 - 2024-03-31 7,229 $296,000 0
   Joel Isaacson & Co. LLC 279 - 2024-03-31 7,188 $294,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 219 - 2023-12-31 7,701 $287,000 0
   Well Done LLC 149 - 2024-03-31 6,984 $286,000 0
   GSB Wealth Management LLC 182 - 2024-03-31 7,002 $286,000 0
   NEUBERGER BERMAN GROUP LLC 1650 - 2023-12-31 7,619 $284,000 0
  100 Records found
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