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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 3 - 2023-12-31 7,770,241 $200,356,000 14,818
   Forum Financial Management LP 8 - 2023-12-31 6,621,270 $170,729,000 254,060
   BUCKINGHAM ASSET MANAGEMENT, LLC 23 - 2023-12-31 2,109,574 $54,395,000 649,857
   JANE STREET GROUP LLC 281 - 2023-12-31 1,719,674 $44,342,000 414,869
   Comprehensive Portfolio Management LLC 14 - 2024-03-31 1,293,654 $35,174,000 59,802
   HIGHTOWER ADVISORS, LLC 346 - 2023-12-31 1,208,460 $31,145,000 209,337
   Asset Dedication LLC 9 - 2024-03-31 1,068,265 $29,054,000 40,780
   CI Private Wealth LLC 343 - 2023-12-31 955,732 $24,644,000 357,775
   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 - 2023-12-31 766,625 $19,767,000 0
   Abacus Wealth Partners LLC 9 - 2024-03-31 713,219 $19,392,000 65,907
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 352 - 2024-03-31 648,697 $17,638,000 33,294
   HPM Partners LLC - 2023-12-31 645,317 $16,640,000 26,530
   Miramar Fiduciary Corp 3 *New 2023-12-31 635,707 $16,392,000 635,707
   Buckingham Strategic Partners 24 - 2023-12-31 621,291 $16,020,000 4,102
   MONOGRAPH WEALTH ADVISORS LLC 6 - 2023-12-31 591,365 $15,248,000 590
   BANK OF MONTREAL /CAN/ 786 - 2023-12-31 531,711 $13,723,000 43,106
   CREATIVE PLANNING 317 - 2023-12-31 524,407 $13,522,000 -23,961
   Integris Wealth Management LLC 8 - 2023-12-31 522,970 $13,485,000 33,610
   Relative Value Partners Group LLC 25 - 2023-12-31 478,628 $12,341,000 120,770
   CALLAN CAPITAL, LLC 22 - 2023-12-31 450,535 $11,617,000 51,886
   SAVANT CAPITAL MANAGEMENT INC 114 - 2023-12-31 426,355 $10,994,000 174,764
   Equius Partners Inc. 5 - 2022-12-31 493,367 $10,958,000 372,961
   M HOLDINGS SECURITIES, INC. 19 - 2023-12-31 423,726 $10,926,000 48,434
   MB Generational Wealth LLC 4 - 2023-12-31 408,150 $10,524,000 0
   Quantum Financial Advisors LLC 14 - 2024-03-31 384,061 $10,443,000 240,333
   Hill Investment Group Partners LLC 14 - 2023-12-31 400,486 $10,327,000 136,319
   Private Wealth Management Group LLC 6 - 2023-12-31 394,644 $10,176,000 0
   BKD WEALTH ADVISORS LLC 59 - 2024-03-31 359,119 $9,764,000 3,800
   JACKSON THORNTON ASSET MANAGEMENT LLC 9 - 2023-12-31 371,018 $9,567,000 -7,983
   MERCER GLOBAL ADVISORS INC /ADV 323 - 2023-12-31 358,206 $9,236,000 263,699
   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
   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 200 - 2023-12-31 296,827 $7,654,000 1,239
   BURNS WEALTH MANAGEMENT, INC. 100 - 2023-12-31 289,940 $7,476,000 58,773
   Pathstone Holdings LLC 338 - 2023-12-31 275,854 $7,113,000 0
   PATHSTONE FAMILY OFFICE, LLC 214 - 2023-09-30 298,486 $7,098,000 -8,741
   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
   Vestmark Advisory Solutions Inc. 62 - 2023-12-31 263,218 $6,787,000 50,835
   Keyes Stange & Wooten Wealth Management LLC 5 - 2023-12-31 262,114 $6,759,000 0
   Index Fund Advisors Inc. 13 - 2023-12-31 257,644 $6,643,000 65,082
   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
   Del-Sette Capital Management LLC 6 - 2023-12-31 243,902 $6,289,000 8,112
   Shotwell Rutter Baer Inc 4 - 2024-03-31 220,279 $6,051,000 1,645
   Hassell Wealth Management LLC 8 - 2023-12-31 227,028 $5,776,000 3,499
   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
   CARDIFF PARK ADVISORS LLC 34 - 2023-12-31 206,071 $5,314,000 43,044
   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
   LAM GROUP INC. 8 - 2024-03-31 174,520 $4,745,000 14,525
   Goss Wealth Management LLC 370 - 2023-12-31 183,615 $4,610,000 123,909
   FISCHER INVESTMENT STRATEGIES LLC 12 *New 2023-12-31 178,611 $4,605,000 178,611
   LIBERTY WEALTH MANAGEMENT LLC 26 - 2023-12-31 177,033 $4,565,000 221
   Sterling Financial Planning Inc. 13 - 2023-12-31 172,798 $4,456,000 17,374
   Meritas Wealth Management LLC 9 - 2024-03-31 155,535 $4,229,000 31,213
   ML & R WEALTH MANAGEMENT LLC 13 - 2023-12-31 160,282 $4,133,000 43,618
   BANK OF AMERICA CORP /DE/ 3003 - 2023-12-31 157,682 $4,066,000 70,333
   COLLECTIVE FAMILY OFFICE LLC 21 - 2024-03-31 145,137 $3,946,000 -7,636
   Retirement Solution Inc. 12 - 2023-12-31 151,959 $3,918,000 3,805
   AE Wealth Management LLC 668 - 2023-12-31 153,032 $3,887,000 4,601
   CLARIS ADVISORS LLC / MO / 12 - 2024-03-31 142,424 $3,873,000 2,715
   ENVESTNET ASSET MANAGEMENT INC 2128 - 2023-12-31 134,676 $3,473,000 13,587
   STIFEL FINANCIAL CORP 1317 *New 2023-12-31 133,559 $3,444,000 133,559
   J P MORGAN CHASE & CO 2658 - 2023-12-31 133,212 $3,435,000 -3,880
   Equita Financial Network Inc. 22 - 2023-12-31 132,315 $3,412,000 11,794
   Yeomans Consulting Group Inc. 14 - 2023-12-31 129,374 $3,336,000 0
   Willow Creek Wealth Management Inc. 39 - 2023-12-31 126,616 $3,265,000 20,194
   Abel Hall LLC - 2023-12-31 122,431 $3,157,000 0
   Sequoia Financial Advisors LLC - 2023-12-31 122,301 $3,154,000 6,760
   Financial Symmetry Inc 7 - 2023-12-31 120,981 $3,119,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1400 - 2024-03-31 112,528 $3,060,000 26,142
   DELAP WEALTH ADVISORY LLC 19 - 2023-12-31 112,421 $2,899,000 -13,319
   BALYASNY ASSET MANAGEMENT LLC 917 *New 2023-12-31 111,213 $2,868,000 111,213
   COMMONWEALTH EQUITY SERVICES LLC. 1465 - 2023-12-31 104,867 $2,704,000 -1,254
   ShankerValleau Wealth Advisors Inc. 12 - 2024-03-31 98,837 $2,687,000 2,958
   Advisory Alpha LLC - 2023-12-31 103,917 $2,680,000 3,069
   Tillman Hartley LLC 20 - 2023-12-31 99,858 $2,575,000 2,413
   Spire Wealth Management 217 - 2024-03-31 93,635 $2,546,000 7,933
   Quadcap Wealth Management LLC 30 - 2023-12-31 97,358 $2,510,000 0
   PARK AVENUE SECURITIES LLC 339 - 2024-03-31 89,349 $2,429,000 24,702
   CITADEL ADVISORS LLC 2163 - 2023-12-31 93,607 $2,414,000 -11,451
   MARINER WEALTH ADVISORS, LLC 969 - 2023-12-31 92,724 $2,391,000 1,761
   QUARRY HILL ADVISORS LLC 13 - 2024-03-31 87,883 $2,390,000 -7
   MODERA WEALTH MANAGEMENT, LLC 208 - 2023-12-31 90,397 $2,331,000 36,101
   Vannoy Advisory Group Inc. 13 - 2023-12-31 89,767 $2,315,000 0
   RCS Financial Planning LLC 17 - 2024-03-31 84,437 $2,296,000 -12,969
   NORTHWEST WEALTH MANAGEMENT LLC 37 - 2023-12-31 88,813 $2,290,000 28,789
   Gradient Capital Advisors LLC 34 - 2024-03-31 73,005 $1,985,000 1,828
   AVIANCE CAPITAL PARTNERS, LLC 87 - 2024-03-31 72,669 $1,976,000 1,201
   Glass Jacobson Investment Advisors llc 40 - 2024-03-31 72,568 $1,973,000 5,188
   Ruedi Wealth Management Inc. - 2023-12-31 76,208 $1,965,000 15,636
   SRS Capital Advisors Inc. 62 - 2023-12-31 76,118 $1,963,000 5,616
  100 Records found
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