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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 9 - 2023-12-31 6,194,090 $158,940,000 278,512
   Vista Wealth Management Group LLC 2 - 2023-12-31 5,808,882 $149,056,000 114,222
   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 244 - 2023-12-31 1,961,652 $50,311,000 187,514
   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 292 - 2023-12-31 1,296,093 $33,258,000 29,742
   Bridgewater Advisors Inc. 5 - 2023-12-31 1,151,924 $29,558,000 67,666
   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
   BUCKINGHAM ASSET MANAGEMENT, LLC 63 - 2023-12-31 723,488 $18,565,000 522,463
   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 - 2023-12-31 626,435 $16,074,000 0
   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
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 16 - 2024-03-31 470,941 $12,687,000 41,122
   EFFICIENT ADVISORS, LLC 29 - 2023-12-31 472,447 $12,123,000 3,387
   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. 17 - 2023-12-31 398,762 $10,232,000 31,262
   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
   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
   Grunden Financial Advisory Inc. 8 - 2023-12-31 328,284 $8,424,000 0
   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
   Sequoia Financial Advisors LLC - 2023-12-31 276,465 $7,094,000 58,700
   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
   LIBERTY WEALTH MANAGEMENT LLC 19 - 2023-12-31 259,655 $6,669,000 -730
   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
   Dynamic Advisors Solutions LLC 174 - 2024-03-31 176,993 $4,768,000 17,363
   MB Generational Wealth LLC 7 - 2023-12-31 168,999 $4,337,000 0
   Waterfront Wealth Inc. 21 - 2023-12-31 161,694 $4,149,000 -1,827
   Retirement Solution Inc. 11 - 2023-12-31 154,146 $3,955,000 3,301
   PBMares Wealth Management LLC - 2023-12-31 150,905 $3,872,000 48,678
   EQIS CAPITAL MANAGEMENT, INC. 60 *New 2023-12-31 147,073 $3,774,000 147,073
   Chicago Partners Investment Group LLC 131 - 2024-03-31 134,821 $3,528,000 10,777
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1367 - 2023-12-31 123,023 $3,157,000 -8,270
   CLARIS ADVISORS LLC / MO / 13 - 2024-03-31 116,816 $3,147,000 10,348
   Envision Financial Planning LLC - 2023-12-31 104,507 $2,682,000 18,796
   ROYAL BANK OF CANADA 2385 - 2023-12-31 97,398 $2,500,000 6,926
   Yeomans Consulting Group Inc. 17 - 2023-12-31 91,728 $2,354,000 0
   J P MORGAN CHASE & CO 2876 - 2023-12-31 91,368 $2,345,000 -5,867
   Abel Hall LLC - 2023-12-31 90,784 $2,330,000 0
   RCS Financial Planning LLC 18 - 2024-03-31 79,779 $2,149,000 -10,696
   Quadcap Wealth Management LLC 48 - 2023-12-31 73,613 $1,889,000 0
   SAVANT CAPITAL MANAGEMENT INC 300 *New 2023-12-31 73,453 $1,885,000 73,453
   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
   Tortoise Investment Management LLC 81 - 2023-12-31 65,645 $1,684,000 -6,660
   Align Wealth Management LLC 10 - 2022-12-31 85,859 $1,637,000 0
   HUTCHINSON CAPITAL MANAGEMENT/CA 38 - 2023-12-31 62,725 $1,610,000 6,249
   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
   NWAM LLC 167 - 2023-12-31 57,707 $1,481,000 1,152
   MRAZ, AMERINE & ASSOCIATES, INC. 57 - 2023-12-31 57,065 $1,464,000 -762
   PFG Advisors 206 - 2023-12-31 56,772 $1,457,000 6,820
   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
   SC&H Financial Advisors Inc. 45 - 2023-12-31 51,425 $1,320,000 46
   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
   LPL FINANCIAL CORP 2829 - 2023-12-31 48,202 $1,237,000 5,834
   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
   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
   LINCOLN NATIONAL CORP 442 - 2023-12-31 40,860 $1,048,000 2,298
   Laurel Wealth Advisors Inc. 214 *New 2022-12-31 44,932 $991,000 44,932
   Schubert & Co 12 - 2023-12-31 37,263 $956,000 -11
   FLOW TRADERS U.S. LLC 347 - 2023-12-31 36,938 $948,000 -201,517
   Apollon Wealth Management LLC 474 - 2023-12-31 36,300 $931,000 20,500
   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
   BURNS WEALTH MANAGEMENT, INC. 290 *New 2023-12-31 29,404 $754,000 29,404
   WEALTHSOURCE PARTNERS LLC 240 - 2023-12-31 29,218 $750,000 -282
   Ronald Blue Trust Inc. 194 - 2023-12-31 32,043 $743,000 5,013
  100 Records found
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