Grundlæggende statistik
| Institutionelle ejere | 100 total, 100 long only, 0 short only, 0 long/short - change of 7,53% MRQ |
| Gennemsnitlig porteføljeallokering | 1.2353 % - change of -0,77% MRQ |
| Institutionelle aktier (lange) | 12.237.165 (ex 13D/G) - change of 1,15MM shares 10,39% MRQ |
| Institutionel værdi (lang) | $ 582.157 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF (US:DFGX) har 100 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 12,237,165 aktier. Største aktionærer omfatter Apella Capital, LLC, Planning Center, Inc., Hill Investment Group Partners, LLC, PrairieView Partners, LLC, United Wealth Management, LLC, Alpha Financial Advisors, LLC, Market Street Wealth Management Advisors Llc, HighTower Advisors, LLC, Verisail Partners, LLC, and Vestmark Advisory Solutions, Inc. .
Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF (NasdaqGM:DFGX) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 53,90 / share. Previously, on September 16, 2024, the share price was 54,32 / share. This represents a decline of 0,77% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19.799 | 45,75 | 1.056 | 48,94 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 36.079 | -16,74 | 1.925 | -14,97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 37.050 | 33,63 | 1.977 | 35,99 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 63.842 | 3.407 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31.509 | 64,85 | 1.681 | 68,34 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9.991 | 89,15 | 533 | 93,82 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 378.980 | 103,51 | 20.222 | 107,83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 85 | 0,00 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 44.936 | 2.398 | ||||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 160.626 | 4,82 | 8.571 | 7,06 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3.656 | 195 | ||||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 11.363 | -9,44 | 606 | -7,48 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 10.968 | 82,01 | 585 | 86,31 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 225.824 | 18,75 | 12.050 | 21,27 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 178.127 | 7,10 | 9.494 | 9,11 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4.901 | 0,00 | 262 | 1,95 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 7.300 | 0,00 | 390 | 2,10 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 192.920 | 3,33 | 10 | 11,11 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13.716 | 732 | ||||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 305.510 | 1,21 | 16.302 | 3,37 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4.758 | -1,53 | 254 | 0,40 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 162.842 | 6,20 | 8.689 | 8,45 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 94.561 | 5,57 | 5.046 | 7,80 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1.710 | 0,00 | 91 | 2,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 79.983 | 5,64 | 4 | 33,33 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 40.358 | 19,83 | 2.153 | 22,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11.584 | 0,84 | 618 | 3,00 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 4.468 | -57,59 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 473.893 | 19,12 | 25.287 | 21,65 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38.110 | 92,94 | 2.034 | 97,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 210.523 | -0,47 | 11.234 | 1,64 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11.931 | -12,17 | 637 | -10,30 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 34.875 | 520,11 | 1.861 | 534,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 31.440 | 132,99 | 1.678 | 137,87 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 406.391 | -3,14 | 21.685 | -1,08 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 7.916 | 18,65 | 422 | 21,26 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 24.000 | -42,38 | 24 | -98,94 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5.294 | 3,72 | 282 | 4,83 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 149.128 | -21,70 | 7.957 | -20,04 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 227.258 | 12.147 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 53.993 | -2,49 | 2.881 | -0,41 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 8.763 | 0,00 | 468 | 2,19 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 129 | 7 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 19.835 | 327,20 | 1.058 | 337,19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.417 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4.347 | 1,76 | 232 | 3,59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 175 | -55,92 | 9 | -55,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 35 | 2 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 86.368 | 4,12 | 4.609 | 6,32 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 1.266.696 | 2,54 | 67.591 | 4,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.803 | 150 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 123.756 | 0,53 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 29.464 | 809,94 | 1.572 | 830,18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12.631 | 153,84 | 1 | |||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 4.296 | 0,00 | 229 | 2,23 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 64.936 | 3.465 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9.997 | 1 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 19.010 | -53,78 | 1.014 | -52,79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5.498 | 293 | ||||||
| 2025-08-12 | 13F | BWM Planning, LLC | 17.628 | 0,00 | 941 | 2,06 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12.863 | 0,72 | 686 | 2,85 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1.587 | 0,00 | 85 | 2,44 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 15 | 0,00 | 1 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 850.209 | 2,29 | 45 | 4,65 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 9.420 | 286,07 | 503 | 295,28 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 69.821 | 3.726 | ||||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 577.940 | -2,25 | 30.839 | -0,17 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 280.704 | 8,61 | 14.978 | 10,92 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 325 | 17 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1.348.633 | 43,94 | 71.923 | 47,79 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 105.896 | 0,08 | 5.651 | 2,21 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 3.853 | -68,58 | 206 | -67,97 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5.586 | 0,00 | 298 | 2,41 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25.795 | 1 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 16.217 | 6,56 | 865 | 8,81 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 237.003 | -21,52 | 12.646 | -19,85 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 195.704 | -0,67 | 10.443 | 1,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.887 | -85,64 | 474 | -85,33 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 69.088 | 17,62 | 3.687 | 20,10 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 23.434 | 17,84 | 1.250 | 20,31 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 58.738 | 9,44 | 3.069 | 9,29 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 5.809 | 0,00 | 310 | 1,98 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 21.439 | -0,07 | 1.144 | 2,05 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 4.105 | 0,00 | 219 | 2,34 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 912.547 | 0,27 | 48.694 | 2,40 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 11.713 | -1,55 | 625 | 0,64 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 68.699 | -1,83 | 3.666 | 0,25 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 577.833 | 4,97 | 30.833 | 7,21 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 124.791 | 18,72 | 6.659 | 21,23 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 27.809 | 6,76 | 1.484 | 9,04 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 383.299 | 0,56 | 20.453 | 2,70 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 71.800 | 27,15 | 3.831 | 29,69 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 6.971 | -20,90 | 373 | -19,13 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 4.551 | 4,45 | 243 | 6,61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 245.374 | 23,67 | 13.093 | 26,31 | ||||
| 2025-04-25 | 13F | RCS Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 8.624 | 460 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 28.773 | 9,56 | 1.535 | 11,88 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 22.020 | 8,57 | 1.175 | 10,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 174.258 | 24,89 | 9.298 | 27,54 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 144.050 | -4,26 | 7.687 | -2,23 |
