Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Dfa Dimensional Internatl High Profitability Etf (DIHP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 125 - 2024-03-31 14,872,834 $400,674,000 4,217,036
   MERCER GLOBAL ADVISORS INC /ADV 18 - 2024-03-31 14,645,691 $394,555,000 4,114,284
   Vista Wealth Management Group LLC 2 - 2024-03-31 5,844,392 $157,448,000 35,510
   MERRIMAN WEALTH MANAGEMENT, LLC 7 - 2024-03-31 2,933,176 $79,020,000 123,523
   Bridgewater Advisors Inc. 4 - 2024-03-31 1,887,327 $50,845,000 735,403
   BANK OF MONTREAL /CAN/ 423 - 2024-03-31 1,777,586 $47,924,000 162,605
   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
   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
   BKD WEALTH ADVISORS LLC 38 - 2024-03-31 699,665 $18,849,000 32,117
   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
   SAX WEALTH ADVISORS LLC 13 - 2024-03-31 624,908 $16,835,000 71,307
   Clarius Group LLC 16 - 2024-03-31 550,416 $14,828,000 535,453
   True Wealth Design LLC 9 - 2024-03-31 545,984 $14,709,000 103,898
   Buckingham Strategic Partners 34 - 2024-03-31 510,326 $13,748,000 146,734
   WEBSTERROGERS FINANCIAL ADVISORS LLC 5 - 2024-03-31 498,894 $13,440,000 104,116
   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
   TCI Wealth Advisors Inc. 19 - 2024-03-31 413,479 $11,139,000 14,717
   FISCHER INVESTMENT STRATEGIES LLC 4 - 2024-03-31 355,647 $9,581,000 58,695
   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
   WARREN AVERETT ASSET MANAGEMENT, LLC 103 - 2024-03-31 303,871 $8,186,000 3,748
   Sequoia Financial Advisors LLC 150 - 2024-03-31 303,264 $8,170,000 26,799
   Vestmark Advisory Solutions Inc. 64 - 2024-03-31 302,670 $8,154,000 37,798
   Meredith Wealth Planning 8 - 2024-03-31 299,431 $8,067,000 32,447
   Goss Wealth Management LLC 269 - 2024-03-31 286,111 $7,708,000 34,376
   CPA Asset Management LLC 7 - 2024-03-31 277,125 $7,466,000 7,452
   Beacon Pointe Advisors LLC 228 - 2024-03-31 257,947 $6,949,000 23,041
   Oceanside Advisors LLC 7 - 2024-03-31 242,627 $6,536,000 4,982
   BANK OF AMERICA CORP /DE/ 2855 - 2024-03-31 214,904 $5,790,000 86,772
   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
   ROYAL BANK OF CANADA 2020 - 2024-03-31 156,125 $4,206,000 58,727
   Retirement Solution Inc. 11 - 2024-03-31 154,178 $4,154,000 32
   Quadcap Wealth Management LLC 19 - 2024-03-31 152,102 $4,098,000 78,489
   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
   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
   Milestone Investment Advisors LLC 35 - 2024-03-31 87,254 $2,351,000 55,090
   MARINER WEALTH ADVISORS, LLC 1032 - 2024-03-31 86,613 $2,333,000 15,785
   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
   MORGAN STANLEY 4526 - 2024-03-31 65,882 $1,775,000 17,558
   Breakwater Capital Group 62 - 2024-03-31 65,530 $1,765,000 53,609
   PFG Advisors 205 - 2024-03-31 60,230 $1,623,000 3,458
   NORTHWEST WEALTH MANAGEMENT LLC 51 - 2024-03-31 57,348 $1,545,000 3,872
   SC&H Financial Advisors Inc. 38 - 2024-03-31 56,352 $1,518,000 4,927
   CITADEL ADVISORS LLC 2651 - 2024-03-31 56,140 $1,512,000 56,140
   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
   STIFEL FINANCIAL CORP 1931 - 2024-03-31 54,973 $1,481,000 13,349
   DRIVE WEALTH MANAGEMENT LLC 49 - 2024-03-31 50,448 $1,359,000 8,656
   Integrated Wealth Concepts LLC 657 - 2024-03-31 47,487 $1,279,000 482
   Midwest Heritage Bank FSB 22 - 2024-03-31 45,954 $1,238,000 27,574
   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
   MML INVESTORS SERVICES LLC 1437 - 2024-03-31 36,045 $971,000 2,325
   Ronald Blue Trust Inc. 181 - 2024-03-31 35,255 $950,000 3,212
   Investmark Advisory Group LLC 51 - 2024-03-31 28,355 $764,000 3,640
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 18 - 2024-03-31 27,344 $737,000 7,585
   WEALTHSPAN PARTNERS LLC 43 - 2024-03-31 26,264 $708,000 3,225
   INTREPID CAPITAL MANAGEMENT INC 51 - 2024-03-31 25,607 $690,000 1,955
   BB&T CORP 1767 - 2024-03-31 25,562 $689,000 1,802
   Rehmann Capital Advisory Group 276 - 2024-03-31 23,489 $633,000 3,529
   FIRETHORN WEALTH PARTNERS LLC 60 - 2024-03-31 23,421 $631,000 7,686
   CARDIFF PARK ADVISORS LLC 155 - 2024-03-31 20,745 $559,000 6
   CAPROCK Group Inc. 385 - 2024-03-31 20,213 $545,000 230
   DOPKINS WEALTH MANAGEMENT LLC 43 - 2024-03-31 19,966 $538,000 3,440
   Wealthcare Advisory Partners LLC 531 - 2024-03-31 18,742 $505,000 862
   Kestra Advisory Services LLC 1671 - 2024-03-31 18,086 $487,000 3,788
   ANGELES WEALTH MANAGEMENT LLC 122 - 2024-03-31 17,582 $474,000 10,452
   UBS Group AG 4230 - 2024-03-31 14,993 $404,000 500
   GEM Asset Management LLC 60 - 2024-03-31 14,230 $368,000 22
   Cresset Asset Management LLC 1487 - 2024-03-31 12,893 $347,000 475
   Garrett Investment Advisors LLC 205 - 2024-03-31 12,616 $340,000 371
   Betterment LLC 298 - 2024-03-31 12,508 $337,000 1,581
   ADVISORY SERVICES NETWORK, LLC 1175 - 2024-03-31 10,342 $279,000 24
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1961 - 2024-03-31 10,187 $274,000 82
   Tranquility Partners LLC 191 - 2024-03-31 9,561 $258,000 982
   Bedel Financial Consulting Inc. 217 - 2024-03-31 9,482 $255,000 229
   IHT Wealth Management LLC 861 - 2024-03-31 9,355 $252,000 1,471
   ELEVATE WEALTH ADVISORY INC 52 - 2024-03-31 9,237 $249,000 75
   25 LLC 42 - 2024-03-31 9,132 $246,000 113
   Heritage Wealth Management Inc./Texas 33 - 2024-03-31 8,976 $242,000 18
   Equitable Holdings Inc. 1032 - 2024-03-31 8,810 $237,000 700
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us