Ticker: DXIV CUSIP: 25434V542 Class: DIMENSIONAL INTL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Global Assets Advisory, LLC | 97,077 | $4,844 |
| Beacon Pointe Advisors, LLC | 310,558 | $20,208 |
| Financial Symmetry Inc | 3,255 | $212 |
| Wedmont Private Capital | 3,201 | $211 |
| CWM, LLC | 11 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cordant, Inc. | 34,003 | 66,209 | +32,206 (+94.7%) |
| BCR Wealth Strategies, LLC | 257,886 | 261,886 | +4,000 (+1.6%) |
| VanderPol Investments L.L.C. | 5,509 | 6,865 | +1,356 (+24.6%) |
| Versant Capital Management, Inc | 33,694 | 42,892 | +9,198 (+27.3%) |
| Pure Financial Advisors, LLC | 126,222 | 141,871 | +15,649 (+12.4%) |
| Prosperitas Financial LLC | 4,961 | 5,764 | +803 (+16.2%) |
| Evanson Asset Management, LLC | 20,583 | 24,278 | +3,695 (+18.0%) |
| Applied Capital LLC | 6,186 | 6,448 | +262 (+4.2%) |
| BIP Wealth, LLC | 10,694 | 11,848 | +1,154 (+10.8%) |
| STUDIO INVESTMENT MANAGEMENT LLC | 4,147 | 4,496 | +349 (+8.4%) |
| ASSETMARK, INC | 58,760 | 61,787 | +3,027 (+5.2%) |
| MML INVESTORS SERVICES, LLC | 37,348 | 39,321 | +1,973 (+5.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FMB WEALTH MANAGEMENT | 207,975 | 203,655 | -4,320 (-2.1%) |
| VESTIA PERSONAL WEALTH ADVISORS | 6,296 | 4,809 | -1,487 (-23.6%) |
| CITADEL ADVISORS LLC | 22,114 | 8,922 | -13,192 (-59.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FLOW TRADERS U.S. LLC | 13,292 | $1 |
| JANE STREET GROUP, LLC | 37,317 | $2,296 |
| OSAIC HOLDINGS, INC. | 3,784 | $233 |