Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF, omfatter Summit Wealth Group Llc / Co, M Holdings Securities, Inc., Orion Portfolio Solutions, LLC, TAGStone Capital, Inc., Cowa, Llc, Great Valley Advisor Group, Inc., Skopos Labs, Inc., Jones Financial Companies Lllp, Wells Fargo & Company/mn, Raymond James Financial Inc, Total Investment Management Inc, og Ritter Daniher Financial Advisory LLC / DE .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | Hm Payson & Co | 33.892 | 1,10 | 855 | 3,02 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 56.467 | 5,78 | 1.582 | 17,46 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 95.802 | 8,31 | 2.682 | 20,27 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 874 | 24 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 86 | 2 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 42.620 | 5,45 | 1.193 | 17,08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 49.972 | 8,76 | 1.399 | 20,81 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 11.273 | 20,76 | 316 | 34,04 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13.246 | 2,13 | 371 | 13,15 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 10.471 | 0,03 | 294 | 10,53 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.176 | 61 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.040 | 29 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33.252 | 2,94 | 931 | 14,37 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 1.271.042 | 0,61 | 35.589 | 11,70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7.387 | 207 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 795 | 22 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3.402 | 74,28 | 95 | 93,88 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 449.820 | 107,23 | 12.595 | 130,07 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 59.352 | 1.662 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 136.103 | 1,13 | 3.944 | 13,53 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 11.272 | 7,30 | 316 | 19,32 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 19.399 | 1,02 | 556 | 19,61 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 11.073 | 13,17 | 310 | 26,02 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 12.313 | 0,57 | 345 | 11,69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8.792 | 25,60 | 246 | 39,77 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 162.045 | 2,82 | 4.537 | 14,17 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 139.655 | 6,10 | 3.910 | 17,81 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 30.171 | 1 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3.051 | 85 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 235.741 | 3,40 | 6.601 | 14,80 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 49.520 | 20,60 | 1.387 | 33,91 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 68.955 | 76,59 | 2 | |||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 86.939 | 1,61 | 2.434 | 12,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 104.017 | 0,09 | 2.912 | 11,15 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 8.579 | 0,86 | 240 | 14,29 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31.572 | 0,74 | 884 | 11,90 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7.359 | 24,18 | 206 | 38,26 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 48.234 | 449,55 | 1.351 | 510,86 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 14.178 | 14,89 | 397 | 27,33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8.777 | 221 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 29.651 | 830 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 8.621 | 248 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 16.804 | 12,20 | 471 | 24,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 125.465 | 37,59 | 3.513 | 52,81 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 162.462 | 5,50 | 4.549 | 17,13 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 19.853 | 36,06 | 556 | 51,23 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 10.963 | 307 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 40.815 | 0,52 | 1.143 | 11,63 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 6 | 0 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 13.459 | 22,61 | 377 | 36,23 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 7.909 | 221 | ||||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 267.984 | 2,88 | 8 | 16,67 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23.989 | 17,52 | 672 | 30,54 |
