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


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Forum Financial Management LP 9 - 2024-03-31 6,519,322 $177,260,000 -101,948
   HIGHTOWER ADVISORS, LLC 362 - 2024-03-31 1,119,082 $30,407,000 -89,378
   Miramar Fiduciary Corp 3 - 2024-03-31 600,091 $16,316,000 -35,616
   CREATIVE PLANNING 317 - 2023-12-31 524,407 $13,522,000 -23,961
   CALLAN CAPITAL, LLC 22 - 2024-03-31 438,472 $11,922,000 -12,063
   SAVANT CAPITAL MANAGEMENT INC 128 - 2024-03-31 358,467 $9,747,000 -67,888
   JACKSON THORNTON ASSET MANAGEMENT LLC 9 - 2023-12-31 371,018 $9,567,000 -7,983
   PATHSTONE FAMILY OFFICE, LLC 214 - 2023-09-30 298,486 $7,098,000 -8,741
   COLLECTIVE FAMILY OFFICE LLC 21 - 2024-03-31 145,137 $3,946,000 -7,636
   DELAP WEALTH ADVISORY LLC 19 - 2023-12-31 112,421 $2,899,000 -13,319
   CITADEL ADVISORS LLC 2163 - 2023-12-31 93,607 $2,414,000 -11,451
   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
   RCS Financial Planning LLC 17 - 2024-03-31 84,437 $2,296,000 -12,969
   NWAM LLC 136 - 2024-03-31 69,742 $1,897,000 -4,827
   MRAZ, AMERINE & ASSOCIATES, INC. 48 - 2023-12-31 69,425 $1,790,000 -605
   Prosperity Planning Inc. 29 - 2024-03-31 57,115 $1,553,000 -176
   New England Private Wealth Advisors LLC 63 - 2024-03-31 56,147 $1,526,000 -6,359
   BAYSHORE ASSET MANAGEMENT LLC 19 - 2023-12-31 52,232 $1,347,000 -2,275
   Moisand Fitzgerald Tamayo LLC 46 - 2024-03-31 43,038 $1,170,000 -375
   WEALTHSOURCE PARTNERS LLC 183 - 2023-12-31 43,755 $1,128,000 -812
   MML INVESTORS SERVICES LLC 1286 - 2023-12-31 43,161 $1,113,000 -7,374
   Strategic Investment Solutions Inc. /IL 48 - 2023-12-31 42,899 $1,106,000 -1,811,089
   RETIREMENT GUYS FORMULA LLC 63 - 2024-03-31 38,464 $1,046,000 -1,035
   Peirce Capital Management LLC 17 - 2024-03-31 37,554 $1,021,000 -658
   Schubert & Co 14 - 2023-12-31 25,367 $654,000 -2,902
   SageView Advisory Group LLC 272 - 2024-03-31 23,781 $647,000 -308
   LIBERTY CAPITAL MANAGEMENT INC 96 - 2024-03-31 23,495 $639,000 -3,965
   WARREN AVERETT ASSET MANAGEMENT, LLC 275 - 2023-12-31 23,325 $601,000 -77
   JANNEY MONTGOMERY SCOTT LLC 1881 - 2024-03-31 20,993 $571,000 -2,247
   Silicon Hills Wealth Management LLC 49 - 2023-06-30 23,402 $553,000 -979
   ELEVATE WEALTH ADVISORY INC 36 - 2024-03-31 16,458 $447,000 -3,181
   Disciplined Investments LLC 79 - 2024-03-31 16,135 $439,000 -2,093
   PrairieView Partners LLC 86 - 2024-03-31 15,424 $420,000 -1
   Advisor Group Holdings Inc. 3078 - 2024-03-31 15,010 $408,000 -11
   SC&H Financial Advisors Inc. 102 - 2024-03-31 13,547 $368,000 -376
   Cherry Tree Wealth Management LLC 117 - 2024-03-31 12,537 $341,000 -1,031
   Hutchens & Kramer Investment Management Group LLC 101 - 2024-03-31 10,767 $292,000 -1,447
   Farther Finance Advisors LLC 476 - 2023-12-31 10,789 $278,000 -2,262
   Annapolis Financial Services LLC 116 - 2024-03-31 3,654 $99,000 -41,786
   ROYAL BANK OF CANADA 5222 - 2023-12-31 2,354 $60,000 -34,818
   Emerald Investment Partners LLC 369 - 2024-03-31 1,245 $34,000 -392
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1605 - 2023-12-31 833 $21,000 -11,521
  43 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