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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
   BUCKINGHAM ASSET MANAGEMENT, LLC 4 - 2023-12-31 14,367,598 $534,762,000 -177,542
   CI Private Wealth LLC 24 - 2023-12-31 11,062,711 $411,754,000 -80,128
   Index Fund Advisors Inc. 4 - 2023-12-31 6,794,057 $252,875,000 -135,943
   Plancorp LLC 3 - 2023-12-31 6,782,673 $252,451,000 -28,838
   RESOURCE CONSULTING GROUP INC 1 - 2023-12-31 4,566,496 $169,965,000 -31,816
   CREATIVE PLANNING 55 - 2023-12-31 4,252,316 $158,271,000 -71,052
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 57 - 2024-03-31 3,306,152 $135,222,000 -186,520
   Equius Partners Inc. 1 - 2022-12-31 2,969,692 $99,425,000 -58,899
   Trust Co of the South 2 - 2024-03-31 1,874,459 $76,666,000 -61,897
   TRUEPOINT, INC. 14 - 2023-12-31 2,015,225 $75,007,000 -1,291
   Foster Group Inc. 9 - 2024-03-31 1,483,831 $60,689,000 -21,945
   Buckingham Strategic Partners 9 - 2023-12-31 1,596,781 $59,432,000 -546,143
   JACKSON THORNTON ASSET MANAGEMENT LLC 3 - 2023-12-31 1,581,237 $58,854,000 -70,577
   Forum Financial Management LP 13 - 2023-12-31 1,442,067 $53,674,000 -27,834
   Team Hewins LLC 4 - 2024-03-31 1,153,940 $47,196,000 -11,173
   Symmetry Partner LLC 3 - 2024-03-31 1,086,644 $44,444,000 -231,990
   LPL FINANCIAL CORP 555 - 2023-12-31 1,142,735 $42,533,000 -3,094
   Willow Creek Wealth Management Inc. 4 - 2023-12-31 1,141,212 $42,476,000 -30,530
   Schoolcraft Capital LLC 2 - 2024-03-31 1,020,146 $41,724,000 -27,396
   Heritage Investment Group Inc. 4 - 2024-03-31 1,012,759 $41,422,000 -9,324
   TFC Financial Management 3 - 2024-03-31 999,904 $40,896,000 -38,167
   PATHSTONE FAMILY OFFICE, LLC 51 - 2023-09-30 1,159,533 $39,447,000 -219,587
   AMERICAN INVESTMENT SERVICES INC. 2 - 2023-12-31 934,846 $34,795,000 -5,732
   DIXON FNANCIAL SERVICES INC. 3 - 2024-03-31 796,371 $32,572,000 -7,340
   KEB ASSET MANAGEMENT LLC 4 - 2024-03-31 768,445 $31,429,000 -428
   Planning Center Inc. 6 - 2024-03-31 767,437 $31,388,000 -33,436
   STONNINGTON GROUP LLC 1 - 2023-03-31 900,470 $30,481,000 -80,000
   Tillman Hartley LLC 2 - 2023-12-31 786,290 $29,266,000 -1,197
   McLean Asset Management Corp 2 - 2024-03-31 721,056 $29,188,000 -20,399
   KOCHIS FITZ/QUINTILE LLC 15 - 2024-03-31 709,099 $29,002,000 -2,480
   CARDIFF PARK ADVISORS LLC 5 - 2023-12-31 754,745 $28,092,000 -1,220
   Wealth Architects LLC 7 - 2023-12-31 735,277 $27,367,000 -3,124
   Meritas Wealth Management LLC 1 - 2024-03-31 644,452 $26,358,000 -7,709
   MERRIMAN WEALTH MANAGEMENT, LLC 15 - 2023-12-31 707,241 $26,324,000 -8,787
   Moisand Fitzgerald Tamayo LLC 9 - 2024-03-31 628,903 $25,722,000 -15,910
   MONTICELLO WEALTH MANAGEMENT LLC 9 - 2024-03-31 584,755 $23,916,000 -5,105
   TFO-TDC LLC 4 - 2023-12-31 627,280 $23,347,000 -11,898
   MONOGRAPH WEALTH ADVISORS LLC 5 - 2023-12-31 613,139 $22,821,000 -102,800
   CAPITAL PERFORMANCE ADVISORS LLP 3 - 2024-03-31 529,868 $21,672,000 -1,941
   BAKER BOYER NATIONAL BANK 4 - 2024-03-31 515,287 $21,075,000 -5,137
   DiNuzzo Private Wealth Inc. 12 - 2024-03-31 499,584 $20,433,000 -1,720
   Advisor Group Holdings Inc. 501 - 2023-12-31 508,126 $18,913,000 -291,013
   Apella Capital LLC 29 - 2024-03-31 432,018 $17,488,000 -3,741
   Investmark Advisory Group LLC 1 - 2023-12-31 458,502 $17,065,000 -3,864
   HIGHTOWER ADVISORS, LLC 527 - 2023-12-31 443,164 $16,497,000 -3,301
   MATHER GROUP, INC. 40 - 2024-03-31 438,969 $16,338,000 -3,470
   Grunden Financial Advisory Inc. 5 - 2024-03-31 397,412 $16,254,000 -6,095
   CLARIS ADVISORS LLC / MO / 3 - 2024-03-31 391,243 $16,002,000 -165
   Austin Asset Management Co Inc 7 - 2024-03-31 390,850 $15,986,000 -12,063
   PBMares Wealth Management LLC 5 - 2024-03-31 380,589 $15,566,000 -289
   DOPKINS WEALTH MANAGEMENT LLC - 2023-12-31 416,424 $15,499,000 -7,459
   Larson Financial Group LLC 19 - 2024-03-31 373,138 $15,261,000 -12,570
   Werba Rubin Papier Wealth Management 6 - 2024-03-31 371,633 $15,200,000 -2,616
   Hill Investment Group Partners LLC 12 - 2023-12-31 408,315 $15,197,000 -7,538
   Beacon Pointe Advisors LLC 134 - 2023-12-31 381,416 $14,196,000 -32,574
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 2 - 2023-12-31 366,058 $13,625,000 -1,457
   MOSAIC FAMILY WEALTH PARTNERS LLC 12 - 2023-12-31 351,517 $13,083,000 -1,531
   KRAFT ASSET MANAGEMENT LLC 3 - 2023-12-31 343,520 $12,786,000 -4,961
   Financial Synergies Wealth Advisors Inc. 14 - 2024-03-31 309,522 $12,659,000 -46,834
   WPWealth LLP 7 - 2023-12-31 335,540 $12,489,000 -6,283
   Sequoia Financial Advisors LLC 125 - 2024-03-31 294,115 $12,029,000 -4,185
   ShankerValleau Wealth Advisors Inc. 7 - 2024-03-31 292,430 $11,960,000 -8,630
   RTD Financial Advisors Inc. 18 - 2024-03-31 289,432 $11,838,000 -6,388
   Diversified Portfolios Inc. 14 - 2023-12-31 308,443 $11,480,000 -572
   SOUNDMARK WEALTH MANAGEMENT LLC 6 - 2024-03-31 264,524 $10,819,000 -8,618
   Advisory Services & Investments LLC 6 - 2024-03-31 264,440 $10,816,000 -12,489
   Cetera Investment Advisers 209 - 2023-12-31 290,268 $10,804,000 -41,801
   Strategic Investment Solutions Inc. /IL 8 - 2023-12-31 287,311 $10,694,000 -6,424,272
   Bridgewater Advisors Inc. 17 - 2024-03-31 253,899 $10,384,000 -852
   RF&L WEALTH MANAGEMENT LLC 3 - 2024-03-31 225,663 $9,230,000 -9,596
   Tobias Financial Advisors Inc. 12 - 2024-03-31 221,627 $9,065,000 -2,100
   Private Ocean LLC 18 - 2024-03-31 216,788 $8,867,000 -8,248
   M Financial Asset Management Inc. 2 - 2024-03-31 209,561 $8,571,000 -766
   Level Financial Advisors Inc. 6 - 2024-03-31 208,713 $8,536,000 -246
   CAPTRUST FINANCIAL ADVISORS 448 - 2023-12-31 188,615 $7,020,000 -1,239
   TRIAD FINANCIAL ADVISORS INC. 11 - 2023-09-30 206,326 $7,019,000 -2,881
   Envestnet Portfolio Solutions Inc. 260 - 2023-12-31 187,321 $6,972,000 -12,947
   Versant Capital Management Inc 12 - 2024-03-31 162,184 $6,633,000 -2,536
   Wealthstream Advisors Inc. 8 - 2023-12-31 172,472 $6,419,000 -5,799
   Cherry Tree Wealth Management LLC 20 - 2024-03-31 153,266 $6,269,000 -1,255
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 630 - 2024-03-31 152,441 $6,235,000 -52,355
   Total Wealth Planning LLC 23 - 2024-03-31 151,718 $6,205,000 -17,722
   Abacus Wealth Partners LLC 13 - 2024-03-31 149,372 $6,109,000 -5,614
   WNY Asset Management LLC 20 - 2023-12-31 161,087 $5,996,000 -8,059
   Lutz Financial Services LLC 37 - 2024-03-31 143,081 $5,852,000 -518
   EnRich Financial Partners LLC 15 - 2024-03-31 142,699 $5,836,000 -2,111
   MILESTONE GROUP INC 30 - 2024-03-31 142,415 $5,825,000 -7,995
   Cresset Asset Management LLC 308 - 2023-12-31 150,942 $5,618,000 -8,591
   LAM GROUP INC. 6 - 2024-03-31 131,838 $5,392,000 -98
   Annandale Capital LLC 22 - 2023-12-31 143,424 $5,338,000 -2,987
   BB&T CORP 848 - 2023-12-31 139,675 $5,199,000 -968
   Hemington Wealth Management 11 - 2024-03-31 125,328 $5,126,000 -415
   EVENSKY & KATZ INC 28 - 2024-03-31 123,299 $5,043,000 -1,634
   Intelligent Financial Strategies 5 - 2024-03-31 120,727 $4,938,000 -2,819
   GEM Asset Management LLC 6 - 2024-03-31 123,111 $4,743,000 -1,057
   M HOLDINGS SECURITIES, INC. 43 - 2023-12-31 120,776 $4,495,000 -1,675
   CarsonAllaria Wealth Management Ltd. 9 - 2023-12-31 120,703 $4,493,000 -3,592
   Yeomans Consulting Group Inc. 14 - 2024-03-31 99,715 $4,078,000 -109
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 315 - 2023-12-31 108,228 $4,028,000 -153,971
   Visionary Wealth Advisors 105 - 2023-12-31 99,866 $3,717,000 -917
  100 Records found
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