Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional California Municipal Bond ETF, omfatter Lodestar Private Asset Management Llc, Parkshore Wealth Management, Inc., Pathstone Holdings, LLC, Hurlow Wealth Management Group, Inc., Fermata Advisors, LLC, Regatta Capital Group, Llc, Gradient Capital Advisors, LLC, Kaizen Financial Strategies, Retirement Planning Group, Mariner, LLC, og SOUTH STATE Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 7.174 | 11,26 | 354 | 8,62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 66.137 | 0,62 | 3.261 | 0,03 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50.415 | 73,31 | 2.484 | 72,26 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 13.850 | 167,89 | 683 | 166,41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 505 | 0,80 | 25 | 0,00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 54.090 | 30,68 | 2.666 | 29,87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4.740.194 | 7,15 | 233.597 | 6,46 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 6.589 | 325 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5.446 | 268 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13.909 | 703,99 | 685 | 705,88 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 691.179 | 7,65 | 34.061 | 6,95 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 16.057 | 791 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 6.130 | 302 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 35.336 | 0,76 | 1.741 | 0,12 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 39.198 | 0,23 | 1.932 | -0,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 23.598 | 108,85 | 1.163 | 107,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 844.422 | 6,00 | 41.613 | 5,31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15.050 | 223,66 | 742 | 222,17 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4.478.533 | 6,59 | 220.702 | 5,91 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.003 | 99,70 | 99 | 100,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 54.671 | 3,80 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 17.704 | 872 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 17.705 | 873 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 18.879 | 10,35 | 930 | 9,67 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11.971 | 96,60 | 1 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 33.291 | 30,36 | 1.641 | 29,54 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5.386 | 265 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3.380 | 0,75 | 167 | 0,00 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 4.710 | 232 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5.227 | 2,69 | 258 | 1,98 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 315 | 16 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 6.561 | 323 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 4.430 | 218 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 97.140 | 234,98 | 4.787 | 232,89 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4.522 | 223 |
