News + Filings Key Docs Ownership
|
|
Dimensional ETF Trust
|
|
|
Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
|
FMR LLC
| 5,497,261 | -288,589 | 128,965,736,000 | 0.01 | |
Hist
| 06/30/2023 |
|
ENVESTNET ASSET MANAGEMENT INC
| 4,479,214 | -227,197 | 105,082,349,000 | 0.05 | |
Hist
| 06/30/2023 |
|
UBS Group AG
| 3,447,858 | 668,449 | 80,886,749,000 | 0.03 | |
Hist
| 06/30/2023 |
|
BANK OF AMERICA CORP /DE/
| 2,902,575 | 154,703 | 68,094,414,000 | 0.01 | |
Hist
| 06/30/2023 |
|
Mariner, LLC
| 2,670,363 | 184,227 | 62,644,135,000 | 0.17 | |
Hist
| 06/30/2023 |
|
Cable Hill Partners, LLC
| 2,201,935 | 174,420 | 50,688,537,000 | 8.25 | |
Hist
| 03/31/2023 |
|
Corient Private Wealth LLC
| 1,517,724 | 1,517,724 | 35,605,795,000 | 0.08 | |
Hist
| 06/30/2023 |
|
EVOKE WEALTH, LLC
| 1,212,541 | 21,936 | 28,446,203,000 | 0.99 | |
Hist
| 06/30/2023 |
|
Falcon Wealth Planning
| 1,196,474 | 109,926 | 27,004,417,000 | 5.86 | |
Hist
| 09/30/2023 |
|
Integrated Wealth Concepts LLC
| 1,127,981 | 1,127,981 | 26,462,442,000 | 0.45 | |
Hist
| 06/30/2023 |
|
MISSION WEALTH MANAGEMENT, LP
| 985,719 | 817,382 | 23,124,975,000 | 0.87 | |
Hist
| 06/30/2023 |
|
Aquire Wealth Advisors, LLC
| 895,628 | 197,685 | 21,011,433,000 | 8.38 | |
Hist
| 06/30/2023 |
|
Raymond James Financial Services Advisors, Inc.
| 922,201 | 758,472 | 20,242,421,000 | 0.04 | |
Hist
| 12/31/2022 |
|
BUCKINGHAM STRATEGIC WEALTH, LLC
| 861,115 | 158,156 | 20,201,764,000 | 0.29 | |
Hist
| 06/30/2023 |
|
West Financial Advisors, LLC
| 854,405 | 21,714 | 19,283,921,000 | 4.84 | |
Hist
| 09/30/2023 |
|
Great Waters Wealth Management
| 785,621 | 785,621 | 18,430,657,000 | 3.66 | |
Hist
| 06/30/2023 |
|
Financial Planning & Information Services, Inc.
| 710,596 | 319,058 | 16,670,592,000 | 3.08 | |
Hist
| 06/30/2023 |
|
RAM Investment Partners, LLC
| 710,331 | 146,737 | 16,664,376,000 | 6.97 | |
Hist
| 06/30/2023 |
|
3D/L Capital Management, LLC
| 702,774 | -67,880 | 16,487,086,000 | 4.77 | |
Hist
| 06/30/2023 |
|
JFS WEALTH ADVISORS, LLC
| 685,446 | 591,426 | 16,080,573,000 | 1.45 | |
Hist
| 06/30/2023 |
|
Diversified Portfolios, Inc.
| 655,837 | 6,854 | 15,385,937,000 | 3.09 | |
Hist
| 06/30/2023 |
|
Ledyard National Bank
| 693,280 | 18,475 | 15,217,496,000 | 1.79 | |
Hist
| 12/31/2022 |
|
Aveo Capital Partners, LLC
| 639,277 | -117,089 | 14,997,439,000 | 1.90 | |
Hist
| 06/30/2023 |
|
ROYAL BANK OF CANADA
| 633,461 | 55,729 | 14,861,000,000 | 0.00 | |
Hist
| 06/30/2023 |
|
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
| 623,459 | 549,981 | 14,626,352,000 | 3.71 | |
Hist
| 06/30/2023 |
|
JANE STREET GROUP, LLC
| 615,073 | 12,150 | 14,429,613,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Plan Group Financial, LLC
| 536,469 | 536,469 | 12,719,800,000 | 10.62 | |
Hist
| 06/30/2023 |
|
Prime Capital Investment Advisors, LLC
| 532,993 | 532,993 | 12,504,012,000 | 0.25 | |
Hist
| 06/30/2023 |
|
Bedel Financial Consulting, Inc.
| 516,356 | 190,225 | 12,113,703,000 | 2.53 | |
Hist
| 06/30/2023 |
|
Moisand Fitzgerald Tamayo, LLC
| 496,468 | 25,374 | 11,647,130,000 | 2.38 | |
Hist
| 06/30/2023 |
|
FOUNDERS FINANCIAL SECURITIES LLC
| 496,444 | -122,373 | 11,646,576,000 | 1.54 | |
Hist
| 06/30/2023 |
|
Horizon Investments, LLC
| 489,875 | -116,657 | 11,492,467,000 | 0.33 | |
Hist
| 06/30/2023 |
|
CPA Asset Management LLC
| 477,256 | 477,256 | 10,475,769,000 | 8.00 | |
Hist
| 12/31/2022 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
| 440,843 | 75,266 | 10,342,173,000 | 0.34 | |
Hist
| 06/30/2023 |
|
Pallas Capital Advisors LLC
| 424,215 | 16,124 | 10,172,669,000 | 1.03 | |
Hist
| 12/31/2022 |
| << Prev Next >> |
|
|
|
|