Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional US Core Equity 1 ETF, omfatter B&D White Capital Company, LLC, Prospect Financial Group LLC, Raymond James Financial Inc, ABLE Financial Group, LLC, Elser Financial Planning, Inc, Plancorp, LLC, TCI Wealth Advisors, Inc., Alpha Financial Advisors, LLC, Grand Wealth Management, Llc, Cetera Investment Advisers, Colony Group, LLC, Apella Capital, LLC, Prospera Financial Services Inc, Summit Wealth Group Llc / Co, Scratch Capital Llc, Triad Wealth Partners, LLC, Exchange Traded Concepts, Llc, EP Wealth Advisors, Inc., Maseco Llp, og Andrews, Lucia Wealth Management Llc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 185.113 | 293,28 | 12.376 | 328,83 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 644.970 | 19,73 | 43.116 | 30,51 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 1.942.271 | 15,13 | 117.080 | 4,89 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 282.278 | 16,42 | 18.870 | 26,90 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 4.602 | 29,56 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 22.647 | 0,16 | 1.514 | 9,16 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 1.005.411 | 2,67 | 67.212 | 11,91 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 6.647 | 444 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 853.734 | 3,84 | 57.072 | 12,77 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 20.148 | 150,57 | 1.347 | 173,02 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 29.396 | 203,05 | 1.965 | 230,81 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 3.465 | 0,26 | 232 | 9,48 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 117.732 | 7,93 | 7.870 | 17,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 66.336 | 1,13 | 4.435 | 13,23 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 43.982 | 24,68 | 2.940 | 35,92 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 8.540 | 571 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 327.338 | 88,93 | 21.883 | 105,93 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 407.930 | 224,34 | 27.270 | 253,56 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 5.440 | 11,68 | 364 | 21,81 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 10.511 | 0,35 | 706 | 17,89 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 113.224 | 7.569 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 45.014 | 44,33 | 3.009 | 57,37 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 101.954 | 42,97 | 6.816 | 55,84 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 6.788 | 16,13 | 0 | |||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 358.149 | 3,75 | 23.942 | 13,09 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 91.843 | 77,86 | 6.140 | 93,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 4.180 | 279 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.031 | 537 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 137 | 9 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 79.870 | 1,47 | 5.339 | 10,20 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 42.220 | 7,27 | 2.822 | 16,95 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 13.178 | 86,18 | 881 | 102,76 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 895 | 60 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33.181 | 54,74 | 2.218 | 68,67 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 134.163 | 614,89 | 8.969 | 679,83 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 296.687 | 23,13 | 19.834 | 34,22 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 35.009 | 102,56 | 2.377 | 114,53 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 3.239 | 217 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 328.949 | 26,25 | 21.990 | 37,61 | ||||
| 2025-08-14 | 13F | Betterment LLC | 279.263 | 1,37 | 19 | 12,50 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 13.428 | 51,88 | 898 | 65,50 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 3.582 | 0,11 | 239 | 9,13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 35.978 | 49,24 | 2.405 | 62,72 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 3.061 | 205 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 626 | 0,16 | 42 | 10,81 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 54.423 | 4,14 | 3.638 | 13,51 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 4.462 | 301 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 13.530 | 0,85 | 905 | 9,98 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 109.007 | 7.287 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4.703 | 14,40 | 314 | 24,60 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 262.918 | 15,15 | 17.576 | 25,52 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 17.804 | 3,55 | 1.190 | 12,90 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 303.016 | 2,98 | 20.257 | 12,25 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 3.777 | 252 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 351.460 | 608,07 | 23.495 | 671,85 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 8.924 | 597 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 476.709 | 17,16 | 31.868 | 27,70 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 43.097 | 1,22 | 2.881 | 10,34 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 339 | 23 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 69.131 | 4,00 | 4.621 | 13,37 | ||||
| 2025-07-15 | 13F | Maseco Llp | 7.029 | 470 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 5.992 | 77,91 | 401 | 94,17 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6.339 | 424 | ||||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 374.113 | 5,56 | 25.361 | 12,27 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 104.799 | 2,80 | 7.006 | 12,04 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 15.112 | 1,85 | 1.010 | 10,99 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 289.099 | 2,05 | 19.326 | 11,24 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 21.585 | 6,07 | 1.324 | 132.200,00 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 104.227 | 7.014 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 136.058 | 78,06 | 9 | 125,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 430.932 | 41,36 | 28.808 | 54,08 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20.427 | 4,20 | 1.366 | 8,59 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 113.578 | 415,23 | 7.626 | 464,40 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 21.266 | 107,74 | 1.422 | 126,63 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 72.147 | 1,37 | 4.823 | 10,49 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 204.695 | 17,86 | 13.684 | 28,47 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 131.005 | 8.758 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9.827 | 34,71 | 657 | 46,76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26.270 | 1.756 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 22.782 | 19,46 | 1.523 | 30,20 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2.107.446 | 3,67 | 140.883 | 13,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 249 | 17 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 406 | 27 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 63.037 | 4.214 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 37.979 | 0,44 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 369.615 | 14,41 | 25 | 26,32 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 34.445 | 87,02 | 2.303 | 103,90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 111.662 | 7.465 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 22.264 | 5,69 | 1.488 | 15,17 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 13.745 | 919 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2.030 | 32,85 | 136 | 45,16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10.650 | 4,15 | 712 | 13,40 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 86.025 | 5.751 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 19.070 | 23,77 | 1.275 | 34,92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.349 | 16,50 | 424 | 26,95 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 21.844 | 1.474 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 34.011 | 34,39 | 2.274 | 46,46 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 3.135 | 210 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 57 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5.064 | 339 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 5.645 | 0,28 | 377 | 9,28 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14.947 | 999 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 17.589 | 79,41 | 1.176 | 95,51 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 18.578 | 32,22 | 1.242 | 44,13 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7.160 | 479 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 23.129 | 290,30 | 1.546 | 325,90 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 3.214 | 215 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 10.590 | 133,16 | 1 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 46.082 | 3 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 182.721 | 6,89 | 11.206 | 2,18 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 69.149 | 5,08 | 4.623 | 14,55 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 43.216 | 12,39 | 2.889 | 22,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7.778 | 12.246,03 | 520 | 12.875,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 15.985 | 0,10 | 1.069 | 9,09 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 578 | 0,17 | 39 | 8,57 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 24.543 | 1.641 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 204.500 | 11,92 | 13.671 | 21,99 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 564.735 | 22,64 | 37.753 | 33,68 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 60.869 | 4.069 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 3.497 | 234 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 107.895 | 40,55 | 7.212 | 53,19 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 298.528 | 4,02 | 19.957 | 13,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 228.977 | 18,48 | 15 | 36,36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 414 | 28 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 83.352 | 67,47 | 5.572 | 82,57 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 4.192 | 280 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8.438 | 12,87 | 1 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 227.308 | 217,68 | 15.196 | 246,29 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 26.772 | 1.790 | ||||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 576 | 200,00 | 39 | 245,45 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4.008 | 268 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5.384 | 360 | ||||||
| 2025-07-11 | 13F | Scratch Capital Llc | 11.529 | 771 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 15.554 | 23,53 | 1.040 | 34,59 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 114.821 | 1,34 | 7.647 | 10,73 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18.327 | 1.225 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 78.767 | 5 |
