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Get Institutions for : 
Dfa Dimensional International Small Cap Value Etf (DISV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 207    15
Total shares held : 
 47,167,197  
% of shares held : 
 52.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   94  
Amount of shares held : 
 3,265,082  
% of shares held change : 
   3.63%  
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 :
25
 1,582,493
 3.36%
 
Increased Positions :
114
 4,531,652
 9.61%
 
Unchanged Positions :
33
 3,284,926
 6.96%
 
Decreased Positions :
35
-2,007,512
-4.26%
 
Closed Positions :
10
-841,551
-1.78%
 
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
   MERRIMAN WEALTH MANAGEMENT, LLC 4 - 2024-03-31 8,133,187 $221,141,000 362,946
   Forum Financial Management LP 9 - 2024-03-31 6,519,322 $177,260,000 -101,948
   BUCKINGHAM ASSET MANAGEMENT, LLC 21 - 2024-03-31 2,787,303 $75,787,000 677,729
   Buckingham Strategic Partners 16 - 2024-03-31 1,385,955 $37,684,000 764,664
   Comprehensive Portfolio Management LLC 14 - 2024-03-31 1,293,654 $35,174,000 59,802
   HIGHTOWER ADVISORS, LLC 362 - 2024-03-31 1,119,082 $30,407,000 -89,378
   Asset Dedication LLC 9 - 2024-03-31 1,068,265 $29,054,000 40,780
   CI Private Wealth LLC 329 - 2024-03-31 1,006,427 $27,365,000 50,695
   JANE STREET GROUP LLC 429 - 2024-03-31 886,450 $24,103,000 -833,224
   Evanson Asset Management LLC 14 - 2024-03-31 845,459 $22,988,000 86,775
   Planning Center Inc. 8 - 2024-03-31 808,480 $21,983,000 34,552
   DiNuzzo Private Wealth Inc. 11 - 2024-03-31 767,934 $20,880,000 1,309
   Abacus Wealth Partners LLC 9 - 2024-03-31 713,219 $19,392,000 65,907
   MONOGRAPH WEALTH ADVISORS LLC 6 - 2024-03-31 701,403 $19,071,000 110,038
   HPM Partners LLC 316 - 2024-03-31 666,868 $18,132,000 21,551
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 352 - 2024-03-31 648,697 $17,638,000 33,294
   Miramar Fiduciary Corp 3 - 2024-03-31 600,091 $16,316,000 -35,616
   BANK OF MONTREAL /CAN/ 734 - 2024-03-31 587,242 $15,985,000 55,531
   Integris Wealth Management LLC 7 - 2024-03-31 567,638 $15,434,000 44,668
   CREATIVE PLANNING 335 - 2024-03-31 498,963 $13,567,000 -25,444
   LRI Investments LLC 10 - 2024-03-31 453,105 $12,637,000 0
   MB Generational Wealth LLC 5 - 2024-03-31 459,527 $12,495,000 51,377
   Relative Value Partners Group LLC 25 - 2024-03-31 489,439 $12,417,000 10,811
   JACKSON THORNTON ASSET MANAGEMENT LLC 9 - 2024-03-31 455,837 $12,394,000 84,819
   Private Wealth Management Group LLC 5 - 2024-03-31 447,220 $12,160,000 52,576
   CALLAN CAPITAL, LLC 22 - 2024-03-31 438,472 $11,922,000 -12,063
   Equius Partners Inc. 5 - 2022-12-31 493,367 $10,958,000 372,961
   Hill Investment Group Partners LLC 14 - 2024-03-31 389,829 $10,599,000 -10,657
   Quantum Financial Advisors LLC 14 - 2024-03-31 384,061 $10,443,000 240,333
   BURNS WEALTH MANAGEMENT, INC. 83 - 2024-03-31 362,522 $9,857,000 72,582
   BKD WEALTH ADVISORS LLC 59 - 2024-03-31 359,119 $9,764,000 3,800
   SAVANT CAPITAL MANAGEMENT INC 128 - 2024-03-31 358,467 $9,747,000 -67,888
   MERCER GLOBAL ADVISORS INC /ADV 319 - 2024-03-31 354,411 $9,638,000 -3,795
   ENVESTNET ASSET MANAGEMENT INC 1595 - 2024-03-31 329,235 $8,952,000 194,559
   KEB ASSET MANAGEMENT LLC 8 - 2024-03-31 328,157 $8,923,000 19,179
   BAKER ELLIS ASSET MANAGEMENT LLC 19 - 2024-03-31 326,373 $8,874,000 8,541
   Bridgeworth LLC - 2023-12-31 340,592 $8,782,000 2,895
   Equita Financial Network Inc. 6 - 2024-03-31 313,637 $8,528,000 181,322
   Rather & Kittrell Inc. 12 - 2024-03-31 313,608 $8,527,000 44,049
   Seaside Wealth Management Inc. 6 - 2024-03-31 304,855 $8,289,000 6,277
   Beacon Pointe Advisors LLC 198 - 2024-03-31 301,911 $8,209,000 5,084
   Vestmark Advisory Solutions Inc. 62 - 2024-03-31 301,313 $8,193,000 38,095
   Index Fund Advisors Inc. 12 - 2024-03-31 296,532 $8,063,000 38,888
   BALYASNY ASSET MANAGEMENT LLC 733 - 2024-03-31 273,712 $7,442,000 162,499
   Keyes Stange & Wooten Wealth Management LLC 6 - 2024-03-31 266,447 $7,245,000 4,333
   PATHSTONE FAMILY OFFICE, LLC 214 - 2023-09-30 298,486 $7,098,000 -8,741
   Pathstone Holdings LLC 416 - 2024-03-31 257,087 $6,990,000 -18,767
   Steward Financial Group LLC 8 - 2023-09-30 293,709 $6,984,000 5,379
   Krilogy Financial LLC 41 - 2024-03-31 254,667 $6,924,000 3,156
   BANK OF AMERICA CORP /DE/ 2762 - 2024-03-31 247,460 $6,728,000 89,778
   Pacific Sage Partners LLC 12 - 2024-03-31 238,207 $6,477,000 9,928
   Financial Architects LLC 9 - 2024-03-31 236,045 $6,418,000 29,025
   FINANCIAL ENGINES ADVISORS L.L.C. 98 *New 2024-03-31 231,702 $6,300,000 231,702
   Hassell Wealth Management LLC 8 - 2024-03-31 230,927 $6,221,000 3,899
   CARDIFF PARK ADVISORS LLC 33 - 2024-03-31 223,883 $6,087,000 17,812
   Shotwell Rutter Baer Inc 4 - 2024-03-31 220,279 $6,051,000 1,645
   Goss Wealth Management LLC 338 - 2024-03-31 220,760 $6,002,000 37,145
   OLD MISSION CAPITAL LLC 99 - 2024-03-31 205,342 $5,583,000 205,342
   Schoolcraft Capital LLC 18 - 2024-03-31 197,320 $5,365,000 9,991
   Chicago Partners Investment Group LLC 97 - 2024-03-31 198,577 $5,350,000 7,392
   Empowered Funds LLC 287 *New 2024-03-31 196,209 $5,335,000 196,209
   Sterling Financial Planning Inc. 12 - 2024-03-31 194,449 $5,287,000 21,651
   BetterWealth LLC 12 - 2024-03-31 189,563 $5,154,000 4,284
   Henrickson Nauta Wealth Advisors Inc. 12 - 2024-03-31 182,224 $4,947,000 30,202
   Physician Wealth Solutions Inc. 10 - 2024-03-31 177,896 $4,837,000 52,746
   LIBERTY WEALTH MANAGEMENT LLC 28 - 2024-03-31 177,216 $4,822,000 183
   LAM GROUP INC. 8 - 2024-03-31 174,520 $4,745,000 14,525
   Meritas Wealth Management LLC 9 - 2024-03-31 155,535 $4,229,000 31,213
   Retirement Solution Inc. 12 - 2024-03-31 152,109 $4,136,000 150
   COLLECTIVE FAMILY OFFICE LLC 21 - 2024-03-31 145,137 $3,946,000 -7,636
   CLARIS ADVISORS LLC / MO / 12 - 2024-03-31 142,424 $3,873,000 2,715
   J P MORGAN CHASE & CO 2603 - 2024-03-31 141,416 $3,845,000 8,204
   Quadcap Wealth Management LLC 21 - 2024-03-31 137,738 $3,745,000 40,380
   Financial Symmetry Inc 7 - 2024-03-31 131,931 $3,587,000 10,950
   Yeomans Consulting Group Inc. 15 - 2024-03-31 131,388 $3,572,000 2,014
   Sequoia Financial Advisors LLC 243 - 2024-03-31 126,893 $3,450,000 4,592
   Abel Hall LLC 7 - 2024-03-31 126,794 $3,448,000 4,363
   CITADEL ADVISORS LLC 1984 - 2024-03-31 123,952 $3,370,000 30,345
   STIFEL FINANCIAL CORP 1381 - 2024-03-31 121,620 $3,307,000 -11,939
   Willow Creek Wealth Management Inc. 39 - 2023-12-31 126,616 $3,265,000 20,194
   COMMONWEALTH EQUITY SERVICES LLC. 1437 - 2024-03-31 118,765 $3,229,000 13,898
   FISCHER INVESTMENT STRATEGIES LLC 14 - 2024-03-31 117,231 $3,188,000 -61,380
   DELAP WEALTH ADVISORY LLC 16 - 2024-03-31 113,792 $3,094,000 1,371
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1400 - 2024-03-31 112,528 $3,060,000 26,142
   Advisory Alpha LLC 91 - 2024-03-31 110,455 $3,003,000 6,538
   ML & R WEALTH MANAGEMENT LLC 14 - 2024-03-31 107,820 $2,932,000 -52,462
   Tillman Hartley LLC 22 - 2024-03-31 101,777 $2,767,000 1,919
   ShankerValleau Wealth Advisors Inc. 12 - 2024-03-31 98,837 $2,687,000 2,958
   MARINER WEALTH ADVISORS, LLC 979 - 2024-03-31 96,227 $2,616,000 3,503
   PBMares Wealth Management LLC 29 - 2024-03-31 94,455 $2,568,000 20,765
   Spire Wealth Management 217 - 2024-03-31 93,635 $2,546,000 7,933
   MODERA WEALTH MANAGEMENT, LLC 207 - 2024-03-31 92,874 $2,525,000 2,477
   Vannoy Advisory Group Inc. 13 - 2024-03-31 90,185 $2,452,000 418
   PARK AVENUE SECURITIES LLC 339 - 2024-03-31 89,349 $2,429,000 24,702
   NORTHWEST WEALTH MANAGEMENT LLC 38 - 2024-03-31 89,284 $2,428,000 471
   Del-Sette Capital Management LLC 19 - 2024-03-31 88,799 $2,414,000 -155,103
   QUARRY HILL ADVISORS LLC 13 - 2024-03-31 87,883 $2,390,000 -7
   Ruedi Wealth Management Inc. 18 - 2024-03-31 85,837 $2,334,000 9,629
   RCS Financial Planning LLC 17 - 2024-03-31 84,437 $2,296,000 -12,969
   NORTHERN TRUST CORP 2915 - 2024-03-31 79,166 $2,153,000 35,823
  100 Records found
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