Grundlæggende statistik
Institutionelle ejere | 77 total, 77 long only, 0 short only, 0 long/short - change of 8,45% MRQ |
Gennemsnitlig porteføljeallokering | 0.4556 % - change of -17,58% MRQ |
Institutionelle aktier (lange) | 7.930.678 (ex 13D/G) - change of 1,62MM shares 25,70% MRQ |
Institutionel værdi (lang) | $ 406.074 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional Global Credit ETF (US:DGCB) har 77 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 7,930,678 aktier. Største aktionærer omfatter Vestmark Advisory Solutions, Inc., Bank Of America Corp /de/, Envestnet Asset Management Inc, Integrity Alliance, Llc., DiNuzzo Private Wealth, Inc., GWM Advisors LLC, RFG Advisory, LLC, Mattern Wealth Management LLC, Commonwealth Equity Services, Llc, and Dravo Bay Llc .
Dimensional ETF Trust - Dimensional Global Credit ETF (NasdaqGM:DGCB) 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 15, 2025 is 55,52 / share. Previously, on September 16, 2024, the share price was 54,96 / share. This represents an increase of 1,02% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | RCS Financial Planning, LLC | 11.944 | -4,81 | 648 | -3,00 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 43.563 | 126,96 | 2.362 | 131,57 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 27.568 | 18,07 | 1.495 | 20,37 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8.350 | 9,55 | 453 | 11,88 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Meredith Wealth Planning | 38.720 | 11,48 | 2.100 | 13,71 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 82.004 | 0,39 | 4.447 | 2,39 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12.773 | 242,44 | 693 | 249,49 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1.871 | 101 | ||||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2.741.234 | 124,95 | 148.657 | 129,44 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 207.830 | -28,42 | 11 | -26,67 | ||||
2025-08-14 | 13F | 10Elms LLP | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.731 | 7,81 | 1 | |||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 6.433 | 0,00 | 349 | 1,75 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 18.432 | 1.000 | ||||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 9.620 | 1,84 | 522 | 3,78 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2.040 | 111 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 146 | 8 | ||||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2.557 | 139 | ||||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6.593 | -7,74 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 7.686 | 417 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 75.568 | 4,23 | 4.098 | 6,33 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 592.144 | 15,57 | 32.112 | 17,87 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6.216 | 0,84 | 337 | 3,06 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 9.562 | -29,63 | 518 | -28,25 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 21.054 | -7,53 | 1.143 | -3,14 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 38.021 | 109,42 | 2.062 | 113,58 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 59.092 | 121,33 | 3 | 200,00 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 1.544 | 1,71 | 84 | 3,75 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 219.719 | 16,40 | 11.915 | 18,72 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11.729 | 209,55 | 636 | 216,42 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11.050 | -3,85 | 599 | -1,96 | ||||
2025-08-04 | 13F | Assetmark, Inc | 155 | -6,63 | 8 | 0,00 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 194.706 | 1,30 | 10.740 | 5,08 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 15.433 | 837 | ||||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 326.282 | -0,91 | 17.694 | 1,07 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 3.198 | 142,09 | 173 | 147,14 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 3.941 | -65,75 | 214 | -65,14 | ||||
2025-08-14 | 13F | Sei Investments Co | 8.993 | 488 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 246.559 | -4,06 | 13.371 | -2,14 | ||||
2025-07-29 | 13F | Master's Wealth Management Inc. | 78.266 | 2,01 | 4.244 | 4,05 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 5.394 | -2,00 | 293 | 0,00 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 9.269 | 58,99 | 503 | 62,46 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 9.446 | -49,70 | 512 | -48,70 | ||||
2025-08-14 | 13F | Betterment LLC | 135.287 | 11,99 | 7 | 16,67 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 522.447 | 9,97 | 28.332 | 12,16 | ||||
2025-08-12 | 13F | Change Path, LLC | 16.425 | 8,82 | 891 | 10,97 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25.305 | 1 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 10.233 | -10,24 | 555 | -8,58 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 3.942 | 0,00 | 214 | 1,91 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 66.402 | 5,53 | 3.601 | 7,65 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Abel Hall, LLC | 6.416 | -0,20 | 348 | 1,76 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 18.231 | 0,44 | 989 | 2,38 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 62.924 | -2,33 | 3.346 | -1,27 | ||||
2025-05-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 4.263 | 1,19 | 231 | 3,13 | ||||
2025-08-08 | 13F | SageOak Financial, LLC | 113.244 | 9,66 | 6.141 | 11,86 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 6.416 | -0,20 | 348 | 1,76 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 32.238 | 22,89 | 1.748 | 25,39 | ||||
2025-08-12 | 13F | LPL Financial LLC | 22.706 | 270,29 | 1.231 | 277,61 | ||||
2025-08-11 | 13F | Citigroup Inc | 23.695 | -7,08 | 1.285 | -5,24 | ||||
2025-04-25 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 13.978 | -3,37 | 758 | -1,43 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2.383 | 129 | ||||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 10 | 0,00 | 1 | |||||
2025-07-14 | 13F | Sowell Financial Services LLC | 26.107 | 5,30 | 1.416 | 7,36 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 59.506 | -56,59 | 3.227 | -55,72 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 179.291 | 13,11 | 9.723 | 15,37 | ||||
2025-05-15 | 13F | Royal Bank Of Canada | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 64.762 | 4,43 | 3.512 | 6,52 | ||||
2025-07-25 | 13F | Cwm, Llc | 775 | 0,00 | 0 | |||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 19.852 | -24,37 | 1.084 | -22,03 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19.868 | 2,69 | 1.077 | 4,77 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 9.111 | 494 | ||||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 164.186 | 48,22 | 8.904 | 51,18 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1.655 | 90 | ||||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 946 | 0,00 | 51 | 2,00 | ||||
2025-04-23 | 13F | Symmetry Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 11.569 | 0,00 | 627 | 1,95 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 22.901 | 3,71 | 1.237 | 5,64 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 269.542 | -20,06 | 14.617 | -18,46 | ||||
2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30.821 | 2,60 | 1.671 | 4,63 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 776.805 | 11,39 | 42.126 | 13,61 |