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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 :
1
6,639
 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
   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
   LVZ Advisors Inc. 5 - 2024-03-31 2,023,901 $63,975,000 856,386
   BKD WEALTH ADVISORS LLC 12 - 2024-03-31 1,887,385 $59,660,000 49,734
   Bouchey Financial Group Ltd 4 - 2024-03-31 1,675,906 $52,975,000 107,271
   Planning Center Inc. 3 - 2024-03-31 1,626,829 $51,424,000 27,353
   BANK OF MONTREAL /CAN/ 459 - 2023-12-31 1,596,358 $45,799,000 371,774
   DiNuzzo Private Wealth Inc. 6 - 2024-03-31 1,329,817 $42,036,000 1,042
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 345 - 2024-03-31 1,025,314 $32,410,000 114,006
   EFFICIENT ADVISORS, LLC 18 - 2023-12-31 1,127,187 $32,249,000 2,580
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 360 - 2024-03-31 1,009,411 $31,907,000 76,486
   FINANCIAL CONSULATE INC 4 - 2024-03-31 1,002,346 $31,684,000 11,899
   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
   Sequoia Financial Advisors LLC 72 - 2024-03-31 828,707 $26,195,000 37,664
   Grunden Financial Advisory Inc. 3 - 2024-03-31 793,995 $25,098,000 1,749
   True Wealth Design LLC 4 - 2023-12-31 801,669 $22,936,000 79,229
   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
   Chicago Partners Investment Group LLC 22 - 2024-03-31 705,565 $21,315,000 41,928
   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
   Clarius Group LLC 13 - 2024-03-31 608,287 $19,228,000 571,911
   Leading Edge Financial Planning LLC 5 - 2024-03-31 606,955 $19,186,000 62,991
   SAX WEALTH ADVISORS LLC 8 - 2023-12-31 645,859 $18,478,000 177,632
   Meredith Wealth Planning 2 - 2024-03-31 578,828 $18,297,000 54,941
   Vestmark Advisory Solutions Inc. 17 - 2023-12-31 638,988 $18,281,000 110,200
   HORIZON INVESTMENTS, LLC/SC 32 - 2023-12-31 607,008 $17,366,000 20,913
   Syverson Strege & Co 3 - 2024-03-31 520,266 $16,446,000 5,215
   Oceanside Advisors LLC 1 - 2024-03-31 502,009 $15,868,000 6,663
   Kestra Advisory Services LLC 175 - 2023-12-31 537,182 $15,369,000 282,006
   Fortress Wealth Management Inc. 2 - 2024-03-31 472,479 $14,935,000 11,434
   FISCHER INVESTMENT STRATEGIES LLC 3 - 2023-12-31 480,245 $13,740,000 420,054
   TRIAD FINANCIAL ADVISORS INC. 6 - 2023-09-30 511,060 $13,129,000 164,225
   Lutz Financial Services LLC 27 - 2024-03-31 412,899 $13,052,000 62,588
   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
   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
   REDW Stanley Financial Advisors LLC 6 - 2024-03-31 363,437 $11,488,000 38,715
   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
   Bridgewater Advisors Inc. 14 - 2024-03-31 351,184 $11,101,000 59,782
   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
   PHILLIPS FINANCIAL MANAGEMENT LLC 30 - 2024-03-31 321,270 $10,155,000 64,044
   PBMares Wealth Management LLC 11 - 2024-03-31 317,015 $10,021,000 60,997
   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
   RAYMOND JAMES & ASSOCIATES 1224 - 2024-03-31 285,042 $9,010,000 98,989
   Applied Capital LLC 7 - 2024-03-31 268,429 $8,485,000 13,327
   WCG Wealth Advisors LLC 48 - 2023-12-31 285,651 $8,172,000 18,763
   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
   Avondale Wealth Management 7 - 2024-03-31 232,157 $7,338,000 7,130
   Waycross Investment Management Co 2 - 2024-03-31 231,647 $7,322,000 32,374
   Crown Wealth Group LLC 7 - 2024-03-31 230,963 $7,301,000 381
   Waypoint Capital Advisors LLC 16 - 2024-03-31 229,166 $7,244,000 37,012
   Gemmer Asset Management LLC 33 - 2024-03-31 215,072 $6,798,000 57,556
   Midwest Heritage Bank FSB 9 - 2024-03-31 212,680 $6,723,000 48,621
   Dynamic Advisors Solutions LLC 112 - 2024-03-31 209,514 $6,623,000 10,977
   ROYAL BANK OF CANADA 1751 - 2023-12-31 217,172 $6,213,000 133,034
   RENAISSANCE TECHNOLOGIES LLC 1238 - 2023-12-31 208,900 $5,977,000 169,600
   FAMILY WEALTH PARTNERS LLC 8 - 2024-03-31 171,172 $5,411,000 63,375
   WALDEN WEALTH PARTNERS LLC 9 - 2024-03-31 172,683 $5,336,000 11,919
   CLARIS ADVISORS LLC / MO / 8 - 2024-03-31 166,114 $5,251,000 13,068
   Rockefeller Capital Management L.P. 658 - 2023-12-31 160,286 $4,586,000 11,809
   Landmark Financial Advisors LLC 17 - 2023-12-31 158,626 $4,538,000 9,754
   HUTCHINSON CAPITAL MANAGEMENT/CA 28 - 2023-12-31 150,836 $4,315,000 21,402
   Envision Financial Planning LLC 6 - 2024-03-31 131,931 $4,170,000 17,862
   LPL FINANCIAL CORP 1867 - 2023-12-31 131,356 $3,758,000 13,841
   MORGAN STANLEY 4038 - 2023-12-31 128,999 $3,691,000 104,739
   Steward Financial Group LLC 12 - 2023-09-30 141,976 $3,647,000 42,822
   LINCOLN NATIONAL CORP 220 - 2024-03-31 106,661 $3,372,000 4,933
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1054 - 2024-03-31 89,542 $2,830,000 847
   Krasney Financial LLC 89 - 2024-03-31 83,621 $2,643,000 1,921
   Tortoise Investment Management LLC 69 - 2023-12-31 85,282 $2,440,000 3,027
   Investmark Advisory Group LLC 21 - 2023-12-31 85,007 $2,432,000 3,856
   Equitable Holdings Inc. 373 - 2023-12-31 80,750 $2,310,000 44,563
   Main Street Financial Solutions LLC 82 - 2024-03-31 72,792 $2,301,000 3,289
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1862 - 2023-12-31 71,721 $2,052,000 38,602
   Ronald Blue Trust Inc. 115 - 2024-03-31 63,080 $1,994,000 16,938
   Private Advisor Group LLC 816 - 2024-03-31 62,155 $1,965,000 16,655
   PFG Advisors 175 - 2023-12-31 63,375 $1,813,000 6,102
   FIRETHORN WEALTH PARTNERS LLC 23 - 2024-03-31 56,221 $1,777,000 18,987
   CAPROCK Group Inc. 160 - 2024-03-31 53,230 $1,683,000 437
  100 Records found
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