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Get Institutions for : 
Dfa Dimensional Us High Profitability Etf (DUHP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 219    13
Total shares held : 
 133,058,684  
% of shares held : 
 98.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   99  
Amount of shares held : 
 14,490,789  
% of shares held change : 
   10.77%  
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 :
27
 6,591,054
 4.95%
 
Increased Positions :
128
 16,042,711
 12.06%
 
Unchanged Positions :
22
 5,699,431
 4.28%
 
Decreased Positions :
42
-6,617,295
-4.97%
 
Closed Positions :
14
-1,525,681
-1.15%
 
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 78 - 2023-12-31 19,800,335 $566,488,000 2,496,403
   MERCER GLOBAL ADVISORS INC /ADV 12 - 2023-12-31 19,314,257 $552,581,000 2,559,222
   MERRIMAN WEALTH MANAGEMENT, LLC 2 - 2023-12-31 7,810,962 $223,472,000 26,352
   Forum Financial Management LP 7 - 2023-12-31 7,198,384 $205,946,000 321,343
   Vista Wealth Management Group LLC 1 - 2023-12-31 6,704,428 $191,814,000 115,168
   CI Private Wealth LLC 159 - 2023-12-31 2,706,611 $77,436,000 1,820,225
   Aprio Wealth Management LLC 1 - 2024-03-31 2,449,728 $77,436,000 518,375
   PURE FINANCIAL ADVISORS, INC. 11 - 2024-03-31 2,404,910 $76,019,000 506,118
   ALESCO ADVISORS LLC 11 *New 2023-12-31 2,313,227 $66,181,000 2,313,227
   LVZ Advisors Inc. 5 - 2024-03-31 2,023,901 $63,975,000 856,386
   HIGHTOWER ADVISORS, LLC 209 - 2023-12-31 2,167,428 $61,999,000 -9,613
   BKD WEALTH ADVISORS LLC 12 - 2024-03-31 1,887,385 $59,660,000 49,734
   CAPTRUST FINANCIAL ADVISORS 103 - 2023-12-31 2,064,930 $59,078,000 -41,269
   QUANTITATIVE ADVANTAGE LLC 1 *New 2023-03-31 2,040,981 $51,310,000 2,040,981
   BANK OF MONTREAL /CAN/ 459 - 2023-12-31 1,596,358 $45,799,000 371,774
   Planning Center Inc. - 2023-12-31 1,599,476 $45,761,000 3,196
   Bouchey Financial Group Ltd 5 - 2023-12-31 1,568,635 $44,879,000 435,266
   PARK AVENUE SECURITIES LLC 30 - 2024-03-31 1,311,439 $41,455,000 173,117
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 193 - 2024-03-31 1,308,443 $41,360,000 880,732
   DiNuzzo Private Wealth Inc. 7 - 2023-12-31 1,328,775 $38,016,000 0
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 5 - 2024-03-31 1,146,759 $36,249,000 67,805
   AE Wealth Management LLC 117 - 2023-12-31 1,204,709 $35,358,000 125,129
   Safeguard Investment Advisory Group LLC - 2023-12-31 1,136,851 $32,525,000 79,872
   EQIS CAPITAL MANAGEMENT, INC. 3 *New 2023-12-31 1,135,583 $32,489,000 1,135,583
   EFFICIENT ADVISORS, LLC 18 - 2023-12-31 1,127,187 $32,249,000 2,580
   Pathstone Holdings LLC 90 - 2023-12-31 1,099,928 $31,469,000 0
   Ullmann Financial Group Inc. 4 - 2023-12-31 1,093,462 $31,284,000 89,385
   Resources Investment Advisors Inc. 42 - 2023-12-31 1,090,200 $31,191,000 1,054,773
   Paragon Wealth Strategies LLC 7 *New 2023-12-31 1,072,575 $30,686,000 1,072,575
   CATALYST CAPITAL ADVISORS LLC 23 - 2023-12-31 1,043,052 $29,842,000 -56,782
   Millburn Ridgefield Corp 23 - 2023-12-31 1,043,052 $29,842,000 -56,782
   FINANCIAL CONSULATE INC 4 - 2023-12-31 990,447 $28,337,000 -11,888
   PATHSTONE FAMILY OFFICE, LLC 69 - 2023-09-30 1,124,693 $28,272,000 -1,201,893
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 394 - 2023-12-31 932,925 $26,691,000 489,957
   COMMONWEALTH EQUITY SERVICES LLC. 370 - 2023-12-31 911,308 $26,073,000 14,524
   Christopher J. Hasenberg Inc 3 - 2023-12-31 884,687 $25,311,000 0
   BetterWealth LLC 3 - 2024-03-31 767,204 $24,251,000 -4,510
   LIBERTY WEALTH MANAGEMENT LLC 3 - 2023-12-31 826,477 $23,655,000 -7,936
   True Wealth Design LLC 4 - 2023-12-31 801,669 $22,936,000 79,229
   Grunden Financial Advisory Inc. 3 - 2023-12-31 792,246 $22,666,000 0
   Sequoia Financial Advisors LLC - 2023-12-31 791,043 $22,632,000 117,565
   BUCKINGHAM ASSET MANAGEMENT, LLC 55 - 2023-12-31 750,692 $21,477,000 513,525
   Beacon Pointe Advisors LLC 92 - 2023-12-31 746,302 $21,352,000 119,250
   GREAT OAK CAPITAL PARTNERS LLC 3 - 2024-03-31 667,467 $21,099,000 175,487
   Retirement Solution Inc. 3 - 2023-12-31 716,342 $20,495,000 9,914
   Chicago Partners Investment Group LLC 22 - 2023-12-31 663,637 $19,365,000 49,976
   Clarius Group LLC 13 - 2024-03-31 608,287 $19,228,000 571,911
   SAX WEALTH ADVISORS LLC 8 - 2023-12-31 645,859 $18,478,000 177,632
   Vestmark Advisory Solutions Inc. 17 - 2023-12-31 638,988 $18,281,000 110,200
   HANSON MCCLAIN, INC. - 2023-12-31 631,085 $18,055,000 18,053
   HORIZON INVESTMENTS, LLC/SC 32 - 2023-12-31 607,008 $17,366,000 20,913
   Leading Edge Financial Planning LLC 5 - 2023-12-31 543,964 $15,563,000 21,947
   Kestra Advisory Services LLC 175 - 2023-12-31 537,182 $15,369,000 282,006
   Meredith Wealth Planning - 2023-12-31 523,887 $14,988,000 299,470
   Fortress Wealth Management Inc. 2 - 2024-03-31 472,479 $14,935,000 11,434
   Syverson Strege & Co 3 - 2023-12-31 515,051 $14,736,000 -11,520
   Oceanside Advisors LLC 1 - 2023-12-31 495,346 $14,172,000 0
   Arlington Financial Advisors LLC 11 *New 2024-03-31 445,157 $14,071,000 445,157
   FISCHER INVESTMENT STRATEGIES LLC 3 - 2023-12-31 480,245 $13,740,000 420,054
   AlTi Global Inc. 29 - 2023-12-31 475,150 $13,594,000 0
   MB Generational Wealth LLC 2 - 2023-12-31 463,479 $13,260,000 0
   TRIAD FINANCIAL ADVISORS INC. 6 - 2023-09-30 511,060 $13,129,000 164,225
   Strategic Investment Solutions Inc. /IL 6 - 2023-12-31 458,407 $13,115,000 -5,915,349
   WEBSTERROGERS FINANCIAL ADVISORS LLC 4 - 2023-12-31 453,872 $12,985,000 125,009
   Goss Wealth Management LLC 173 - 2023-12-31 438,649 $12,781,000 267,753
   FOUNDERS FINANCIAL SECURITIES LLC 18 - 2024-03-31 398,429 $12,594,000 -214,277
   West Financial Advisors LLC 8 - 2024-03-31 379,605 $11,999,000 6,876
   STIFEL FINANCIAL CORP 709 - 2023-12-31 413,815 $11,839,000 17,356
   SATOVSKY ASSET MANAGEMENT LLC - 2023-12-31 402,005 $11,501,000 21,990
   Buckingham Strategic Partners 27 - 2023-12-31 401,126 $11,476,000 211,900
   Kooman & Associates 5 - 2023-12-31 391,070 $11,189,000 6,941
   PINNACLE ASSOCIATES LTD 140 - 2023-12-31 386,562 $11,060,000 3,068
   Pinnacle Wealth Management Advisory Group LLC 18 - 2023-12-31 386,562 $11,060,000 3,068
   BANK OF AMERICA CORP /DE/ 2314 - 2023-12-31 371,189 $10,620,000 137,311
   TCP Asset Management LLC 14 - 2024-03-31 334,484 $10,573,000 64,234
   CPA Asset Management LLC 4 - 2023-12-31 365,828 $10,466,000 25,203
   Aveo Capital Partners LLC 20 - 2023-12-31 357,470 $10,227,000 15,613
   Lutz Financial Services LLC 31 - 2023-12-31 350,311 $10,022,000 142,345
   REDW Stanley Financial Advisors LLC - 2023-12-31 324,722 $9,290,000 25,187
   LEGACY FINANCIAL GROUP INC. 9 - 2023-12-31 316,233 $9,047,000 50,452
   TCI Wealth Advisors Inc. 18 - 2023-12-31 316,046 $9,042,000 31,775
   RFG Advisory Group LLC 56 - 2024-03-31 271,845 $8,593,000 -3,089
   Bridgewater Advisors Inc. 19 - 2023-12-31 291,402 $8,337,000 99,818
   INTREPID CAPITAL MANAGEMENT INC 2 - 2023-12-31 286,032 $8,183,000 -480
   WCG Wealth Advisors LLC 48 - 2023-12-31 285,651 $8,172,000 18,763
   Intelligence Driven Advisers LLC 16 *New 2023-12-31 269,309 $7,850,000 269,309
   BURNS WEALTH MANAGEMENT, INC. 96 - 2023-12-31 273,680 $7,830,000 54,403
   MARINER WEALTH ADVISORS, LLC 549 - 2023-12-31 273,278 $7,818,000 35,005
   J P MORGAN CHASE & CO 2182 - 2023-12-31 273,104 $7,814,000 687
   Level Financial Advisors Inc. 7 - 2024-03-31 238,211 $7,530,000 66,270
   PHILLIPS FINANCIAL MANAGEMENT LLC - 2023-12-31 257,226 $7,359,000 55,437
   Avondale Wealth Management 7 - 2024-03-31 232,157 $7,338,000 7,130
   PBMares Wealth Management LLC - 2023-12-31 256,018 $7,325,000 81,615
   Applied Capital LLC - 2023-12-31 255,102 $7,298,000 4,326
   Abel Hall LLC - 2023-12-31 244,169 $6,986,000 0
   RCS Financial Planning LLC 6 - 2023-12-31 232,053 $6,639,000 -1,068
   Dynamic Advisors Solutions LLC 112 - 2024-03-31 209,514 $6,623,000 10,977
   Crown Wealth Group LLC - 2023-12-31 230,582 $6,597,000 -31,847
   ROYAL BANK OF CANADA 1751 - 2023-12-31 217,172 $6,213,000 133,034
   CARDIFF PARK ADVISORS LLC 27 - 2023-12-31 212,686 $6,085,000 -2,063
  100 Records found
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