Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional Emerging Markets Value ETF, omfatter EverSource Wealth Advisors, LLC, Ark & Tlk Investments, Llc, Triad Wealth Partners, LLC, XY Planning Network, Inc., Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Orion Portfolio Solutions, LLC, Mattern Capital Management, Llc, Shearwater Capital LLC, Great Valley Advisor Group, Inc., Motco, Skopos Labs, Inc., Beaird Harris Wealth Management, LLC, Ridgewood Investments LLC, Christopher J. Hasenberg, Inc, Dunhill Financial, LLC, Harbour Investments, Inc., Howe & Rusling Inc, og Capital A 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 71.734 | 15,56 | 2.151 | 27,50 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 57.306 | 8,58 | 1.719 | 20,39 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 112 | 3 | ||||||
| 2025-07-23 | 13F | First Financial Group Corp | 9.380 | 23,75 | 281 | 37,07 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 181.634 | 12,16 | 5.447 | 24,36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.214.257 | 166,65 | 36.221 | 193,48 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 101.460 | 18,37 | 3.043 | 31,23 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6.956 | 209 | ||||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 33.647 | 12,64 | 1.009 | 24,88 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 5.534 | 0,34 | 166 | 10,74 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 421.062 | 107,54 | 12.628 | 130,13 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 156 | 5 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 335.130 | 1,35 | 10.051 | 12,37 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 16.507 | 0,74 | 509 | 21,53 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 654.800 | 1,85 | 19.637 | 12,92 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 510.972 | 11,11 | 15.324 | 23,18 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 9.687 | 291 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 365.272 | 9,62 | 10.954 | 21,54 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 20.212 | 29,37 | 606 | 43,60 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 126.576 | 3,53 | 3.796 | 14,79 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 6.967 | 209 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 185.640 | 5,68 | 5.567 | 17,18 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 0 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1.247.799 | 23,74 | 37.421 | 37,19 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2.867 | 86 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 12.307 | 0,22 | 370 | 21,31 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 27.470 | 642,43 | 3 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 773 | 0,65 | 23 | 15,00 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 15.413 | 408,68 | 462 | 470,37 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 137.323 | 4,53 | 4.118 | 15,90 | ||||
| 2025-08-01 | 13F | Motco | 6.472 | 195 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 13.950 | 11,60 | 419 | 23,67 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 645 | 19 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 44.914 | 1,54 | 1.347 | 12,54 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 96.718 | 7,96 | 2.900 | 19,69 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 85.789 | 5,40 | 2.573 | 16,86 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 17.649 | 84,84 | 529 | 105,04 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 13.242 | 14,70 | 397 | 27,24 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 323.304 | 2,85 | 9.696 | 14,02 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 85.045 | 2,92 | 2.550 | 14,09 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 15.724 | 2,28 | 472 | 13,49 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 32.628 | 25,00 | 979 | 38,53 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9.736 | 0,80 | 292 | 11,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 29.079 | 36,43 | 872 | 51,39 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 688.611 | 8,11 | 20.651 | 19,86 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 118.958 | 3.568 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9.832 | 1,48 | 295 | 12,21 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 942.664 | 3,81 | 28.270 | 15,09 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 46.844 | 6,75 | 1.405 | 18,28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 474.303 | 2,85 | 14 | 16,67 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 476.845 | 4,06 | 14.301 | 15,37 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 82.770 | 29,69 | 2.482 | 43,80 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 104.279 | 3,40 | 3.127 | 14,67 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 10.461 | 314 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 28.074 | 38,54 | 842 | 53,47 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 42.466 | 157,21 | 1 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 28.680 | 26,86 | 860 | 40,75 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 18.394 | 1,62 | 552 | 12,68 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 254.015 | 0,11 | 7.618 | 10,99 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 539.495 | 9,93 | 16.179 | 21,88 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 867 | 510,56 | 26 | 766,67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 90.008 | 93,53 | 2.699 | 114,55 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 758 | 23 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 253.346 | 0,08 | 7.598 | 10,95 | ||||
| 2025-08-14 | 13F | Betterment LLC | 205.777 | 2,54 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 26.018 | 780 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9.790 | 294 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 877.088 | 5,14 | 26.304 | 16,57 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 260.708 | 1,42 | 7.819 | 12,44 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 396 | 12 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 32.021 | 0,12 | 960 | 10,98 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 139.155 | 10,14 | 4.173 | 22,12 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 84.585 | 0,59 | 2.537 | 11,52 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 82.305 | 0,62 | 2.468 | 11,57 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 7.513 | 225 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 289 | 9 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 537.847 | 12,90 | 16.130 | 25,17 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 10.265 | 14,90 | 308 | 27,39 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 18.420 | 0,03 | 552 | 10,84 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 36.207 | 122,68 | 1.086 | 147,15 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 83.980 | 2,84 | 2.606 | 16,55 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 40.644 | 5,41 | 1.219 | 16,89 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10.668 | 8,60 | 320 | 20,38 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 9.733 | 0,58 | 292 | 11,49 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 158 | 5 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 325.631 | 316,81 | 9.766 | 362,14 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 84.609 | 11,44 | 2.537 | 27,55 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 152.898 | 2,26 | 4.585 | 13,38 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 69.332 | 28,86 | 2.079 | 42,89 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 32.209 | 0,00 | 966 | 10,79 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.617 | 288 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 225.906 | 2,99 | 6.775 | 14,17 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 150.625 | 15,78 | 4.517 | 28,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 338 | 10 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8.457 | 53,88 | 254 | 70,95 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 56.937 | 567,10 | 1.708 | 642,17 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 8.661 | 0,62 | 260 | 11,64 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 7.477 | 5,41 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8.535 | 231 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1.026 | 91,78 | 31 | 114,29 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 79.354 | 2,70 | 2.380 | 13,83 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 320.787 | 14,22 | 9.620 | 26,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 71.626 | 54,37 | 2 | 100,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2.556.229 | 1,24 | 76.661 | 12,24 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 301.362 | 12,71 | 9.038 | 24,96 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 10.454 | 18,73 | 314 | 31,51 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7.884 | 4,94 | 236 | 16,26 | ||||
| 2025-08-14 | 13F | Css Llc/il | 27.631 | 17,78 | 829 | 30,60 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22.930 | 117,37 | 1 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1.035 | 25,76 | 31 | 40,91 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 552 | 122,58 | 17 | 166,67 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 11.897 | 0,57 | 357 | 11,60 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 251.390 | 2,69 | 8 | 16,67 |
