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Get Institutions for : 
Dfa Dimensional Internatl High Profitability Etf (DIHP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 152    9
Total shares held : 
 65,307,018  
% of shares held : 
 72.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   62  
Amount of shares held : 
 -648,755  
% of shares held change : 
   -0.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 903,311
 1.38%
 
Increased Positions :
84
 7,125,198
 10.91%
 
Unchanged Positions :
17
 1,530,235
 2.34%
 
Decreased Positions :
31
-2,889,281
-4.42%
 
Closed Positions :
11
-5,787,983
-8.86%
 
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
   ENVESTNET ASSET MANAGEMENT INC 173 - 2023-12-31 10,655,798 $273,428,000 1,570,304
   MERCER GLOBAL ADVISORS INC /ADV 29 - 2023-12-31 10,531,407 $270,236,000 1,670,859
   Forum Financial Management LP 10 - 2024-03-31 6,080,822 $163,817,000 -113,268
   Vista Wealth Management Group LLC 2 - 2024-03-31 5,844,392 $157,448,000 35,510
   Carlson Capital Management 4 - 2024-03-31 3,827,944 $103,125,000 -1,292,818
   MERRIMAN WEALTH MANAGEMENT, LLC 7 - 2023-12-31 2,809,653 $72,096,000 -1,592
   HIGHTOWER ADVISORS, LLC 246 - 2024-03-31 1,956,475 $52,701,000 -5,177
   Bridgewater Advisors Inc. 4 - 2024-03-31 1,887,327 $50,845,000 735,403
   BUCKINGHAM ASSET MANAGEMENT, LLC 31 - 2024-03-31 1,771,767 $47,731,000 1,048,279
   Planning Center Inc. 4 - 2024-03-31 1,770,907 $47,708,000 103,521
   BANK OF MONTREAL /CAN/ 480 - 2023-12-31 1,614,981 $41,545,000 503,323
   Aprio Wealth Management LLC 3 - 2024-03-31 1,513,699 $40,779,000 188,800
   CI Private Wealth LLC 276 - 2024-03-31 1,393,106 $37,530,000 97,013
   SATOVSKY ASSET MANAGEMENT LLC 4 - 2024-03-31 891,022 $24,004,000 -7,939
   BKD WEALTH ADVISORS LLC 38 - 2024-03-31 699,665 $18,849,000 32,117
   JANE STREET GROUP LLC 574 - 2023-12-31 718,890 $18,447,000 -1,693,619
   PARK AVENUE SECURITIES LLC 68 - 2024-03-31 648,164 $17,462,000 152,793
   DiNuzzo Private Wealth Inc. 15 - 2024-03-31 630,520 $16,986,000 4,085
   Empowered Funds LLC 63 *New 2024-03-31 560,799 $15,108,000 560,799
   Clarius Group LLC 16 - 2024-03-31 550,416 $14,828,000 535,453
   SAX WEALTH ADVISORS LLC 12 - 2023-12-31 553,601 $14,205,000 116,010
   EFFICIENT ADVISORS, LLC 29 - 2024-03-31 488,918 $13,171,000 16,471
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 16 - 2024-03-31 470,941 $12,687,000 41,122
   BetterWealth LLC 9 - 2024-03-31 425,065 $11,451,000 3,839
   GREAT OAK CAPITAL PARTNERS LLC 9 - 2024-03-31 422,240 $11,375,000 109,207
   True Wealth Design LLC 9 - 2023-12-31 442,086 $11,344,000 36,467
   TCI Wealth Advisors Inc. 19 - 2024-03-31 413,479 $11,139,000 14,717
   WEBSTERROGERS FINANCIAL ADVISORS LLC 8 - 2023-12-31 394,778 $10,130,000 12,970
   Buckingham Strategic Partners 31 - 2023-12-31 363,592 $9,330,000 250,414
   Grunden Financial Advisory Inc. 8 - 2024-03-31 333,275 $8,978,000 4,991
   WALDEN WEALTH PARTNERS LLC 5 - 2024-03-31 333,047 $8,852,000 25,600
   AE Wealth Management LLC 435 - 2023-12-31 333,404 $8,525,000 37,276
   Sequoia Financial Advisors LLC 150 - 2024-03-31 303,264 $8,170,000 26,799
   Meredith Wealth Planning 8 - 2024-03-31 299,431 $8,067,000 32,447
   WARREN AVERETT ASSET MANAGEMENT, LLC 60 - 2023-12-31 300,123 $7,701,000 27,244
   FISCHER INVESTMENT STRATEGIES LLC 9 - 2023-12-31 296,952 $7,620,000 184,491
   LIBERTY WEALTH MANAGEMENT LLC 21 - 2024-03-31 257,966 $6,953,000 -1,689
   CPA Asset Management LLC 7 - 2023-12-31 269,673 $6,920,000 10,557
   Vestmark Advisory Solutions Inc. 60 - 2023-12-31 264,872 $6,797,000 46,675
   Silicon Hills Wealth Management LLC 9 - 2023-06-30 270,002 $6,610,000 -1,168
   Oceanside Advisors LLC 7 - 2024-03-31 242,627 $6,536,000 4,982
   Goss Wealth Management LLC 294 - 2023-12-31 251,735 $6,333,000 191,358
   Beacon Pointe Advisors LLC 237 - 2023-12-31 234,906 $6,028,000 -2,307
   Fortress Wealth Management Inc. 12 - 2024-03-31 196,049 $5,282,000 8,704
   FAMILY WEALTH PARTNERS LLC 12 - 2024-03-31 189,056 $5,093,000 73,577
   MB Generational Wealth LLC 7 - 2024-03-31 187,305 $5,046,000 18,306
   PBMares Wealth Management LLC 19 - 2024-03-31 180,431 $4,861,000 29,526
   Dynamic Advisors Solutions LLC 174 - 2024-03-31 176,993 $4,768,000 17,363
   Retirement Solution Inc. 11 - 2024-03-31 154,178 $4,154,000 32
   Waterfront Wealth Inc. 21 - 2023-12-31 161,694 $4,149,000 -1,827
   Quadcap Wealth Management LLC 19 - 2024-03-31 152,102 $4,098,000 78,489
   EQIS CAPITAL MANAGEMENT, INC. 60 *New 2023-12-31 147,073 $3,774,000 147,073
   COMMONWEALTH EQUITY SERVICES LLC. 1351 - 2024-03-31 138,011 $3,718,000 14,988
   Chicago Partners Investment Group LLC 131 - 2024-03-31 134,821 $3,528,000 10,777
   Envision Financial Planning LLC 10 - 2024-03-31 128,079 $3,450,000 23,572
   Applied Capital LLC 13 - 2024-03-31 122,573 $3,302,000 7,594
   BANK OF AMERICA CORP /DE/ 3157 - 2023-12-31 128,132 $3,288,000 48,177
   CLARIS ADVISORS LLC / MO / 13 - 2024-03-31 116,816 $3,147,000 10,348
   BURNS WEALTH MANAGEMENT, INC. 184 - 2024-03-31 98,677 $2,658,000 69,273
   J P MORGAN CHASE & CO 2814 - 2024-03-31 97,242 $2,620,000 5,874
   Yeomans Consulting Group Inc. 18 - 2024-03-31 94,395 $2,543,000 2,667
   Abel Hall LLC 11 - 2024-03-31 94,112 $2,535,000 3,328
   ROYAL BANK OF CANADA 2385 - 2023-12-31 97,398 $2,500,000 6,926
   RCS Financial Planning LLC 18 - 2024-03-31 79,779 $2,149,000 -10,696
   Tortoise Investment Management LLC 81 - 2024-03-31 70,280 $1,893,000 4,635
   HUTCHINSON CAPITAL MANAGEMENT/CA 33 - 2024-03-31 67,510 $1,819,000 4,785
   MARINER WEALTH ADVISORS, LLC 1096 - 2023-12-31 70,828 $1,817,000 8,846
   Breakwater Capital Group 62 - 2024-03-31 65,530 $1,765,000 53,609
   Align Wealth Management LLC 10 - 2022-12-31 85,859 $1,637,000 0
   PFG Advisors 205 - 2024-03-31 60,230 $1,623,000 3,458
   NWAM LLC 163 - 2024-03-31 57,426 $1,542,000 -281
   SC&H Financial Advisors Inc. 38 - 2024-03-31 56,352 $1,518,000 4,927
   LPL FINANCIAL CORP 2770 - 2024-03-31 55,432 $1,493,000 7,230
   Meritas Wealth Management LLC 17 - 2024-03-31 55,382 $1,492,000 36,786
   Evanson Asset Management LLC 85 - 2024-03-31 55,010 $1,482,000 6,838
   MRAZ, AMERINE & ASSOCIATES, INC. 57 - 2023-12-31 57,065 $1,464,000 -762
   NORTHWEST WEALTH MANAGEMENT LLC 55 - 2023-12-31 53,476 $1,372,000 5,520
   DRIVE WEALTH MANAGEMENT LLC 49 - 2024-03-31 50,448 $1,359,000 8,656
   Glass Jacobson Investment Advisors llc 61 - 2024-03-31 50,322 $1,356,000 -4,692
   Global Trust Asset Management LLC 47 - 2024-03-31 50,025 $1,348,000 -100
   MORGAN STANLEY 4661 - 2023-12-31 48,324 $1,240,000 45,806
   Midwest Heritage Bank FSB 22 - 2024-03-31 45,954 $1,238,000 27,574
   Integrated Wealth Concepts LLC 645 - 2023-12-31 47,005 $1,206,000 -19
   Resource Planning Group 27 *New 2023-12-31 43,940 $1,128,000 43,940
   LINCOLN NATIONAL CORP 481 - 2024-03-31 41,803 $1,126,000 943
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1631 - 2024-03-31 41,800 $1,126,000 5,180
   ATRIA INVESTMENTS LLC 854 *New 2023-12-31 42,358 $1,087,000 42,358
   KOCHIS FITZ/QUINTILE LLC 141 - 2024-03-31 39,901 $1,075,000 0
   STIFEL FINANCIAL CORP 2095 - 2023-12-31 41,624 $1,068,000 5,658
   Laurel Wealth Advisors Inc. 214 *New 2022-12-31 44,932 $991,000 44,932
   Apollon Wealth Management LLC 489 - 2024-03-31 35,548 $958,000 -752
   Schubert & Co 12 - 2023-12-31 37,263 $956,000 -11
   Ronald Blue Trust Inc. 181 - 2024-03-31 35,255 $950,000 3,212
   FLOW TRADERS U.S. LLC 347 - 2023-12-31 36,938 $948,000 -201,517
   Robertson Stephens Wealth Management LLC 233 - 2023-12-31 33,761 $866,000 1,668
   MML INVESTORS SERVICES LLC 1444 - 2023-12-31 33,720 $865,000 1,353
   Steward Financial Group LLC 26 *New 2023-09-30 37,030 $858,000 37,030
   EverSource Wealth Advisors LLC 183 - 2023-12-31 32,571 $836,000 23,367
   Milestone Investment Advisors LLC 48 - 2023-12-31 32,164 $825,000 -4,250
   WEALTHSOURCE PARTNERS LLC 240 - 2023-12-31 29,218 $750,000 -282
  100 Records found
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