Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF, omfatter Maseco Llp, Signature Resources Capital Management, LLC, Beaird Harris Wealth Management, LLC, HFM Investment Advisors, LLC, Foster Group, Inc., Wise Wealth Partners, Mml Investors Services, Llc, Vested Financial Planning, LLC, Brookstone Capital Management, Mercer Global Advisors Inc /adv, Sei Investments Co, HighTower Advisors, LLC, Pure Financial Advisors, Inc., Equita Financial Network, Inc., Private Advisor Group, LLC, Skopos Labs, Inc., Jones Financial Companies Lllp, UBS Group AG, og National Bank Of Canada /fi/ .
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 | 9.682 | 110,98 | 528 | 115,10 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 14.618 | 797 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11.635 | 31,93 | 634 | 34,39 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15.921 | 59,35 | 868 | 62,66 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 65.049 | 26,29 | 3.545 | 28,78 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 71.470 | 11,24 | 3.894 | 13,46 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 727.709 | 8,16 | 39.653 | 10,30 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 38.852 | 2.117 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 23.795 | 76,12 | 1.297 | 79,75 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 862 | 148,41 | 47 | 155,56 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 48.401 | 1.716,17 | 2.637 | 1.757,04 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 845.674 | 1.025,46 | 46.081 | 1.047,98 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 61.531 | 16,97 | 3.353 | 19,29 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1.724 | 0,06 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.966 | 107 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11.421 | 622 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 107.216 | 0,44 | 5.842 | 2,44 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 9.179 | 26,61 | 500 | 29,20 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10.731 | 16,09 | 584 | 17,78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16.823 | 4,68 | 1 | |||||
| 2025-07-31 | 13F | City State Bank | 52.182 | 13,04 | 2.843 | 15,29 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6.899 | 25,66 | 376 | 27,99 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5.351 | 292 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 7.728 | 3,69 | 413 | 4,04 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 6.384 | 0,06 | 348 | 2,06 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 13.712 | 59,50 | 747 | 62,75 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1.409.084 | 125,11 | 76.781 | 129,58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 84.687 | 6,82 | 4.615 | 8,95 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 4.828 | 263 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 47.419 | 2.584 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23.156 | 75,96 | 1.262 | 79,52 | ||||
| 2025-08-14 | 13F | Comerica Bank | 512 | 1,79 | 28 | 3,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 629.014 | 15,64 | 34.275 | 17,93 | ||||
| 2025-08-07 | 13F | Nwam Llc | 19.597 | 26,80 | 1.067 | 29,33 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 8.138 | 0,06 | 443 | 2,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.829 | 100 | ||||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 14.432 | 786 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 13.151 | 717 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 53.217 | 0,67 | 2.900 | 2,66 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5.902.297 | 5,09 | 321.616 | 7,18 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 58.137 | 6,04 | 3.168 | 8,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 347.503 | 7,72 | 18.935 | 9,85 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2.180 | 119 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 33.032 | 1,71 | 1.800 | 3,69 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 7.263 | 396 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 25.264 | 17,43 | 1.377 | 19,76 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 307.140 | 5,04 | 16.736 | 7,12 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 575.094 | 151.240,53 | 31.337 | 50,41 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 12.824 | 149,40 | 699 | 154,74 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 346.111 | 2,85 | 18.860 | 4,89 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8.215 | 13,31 | 448 | 15,50 | ||||
| 2025-08-14 | 13F | Betterment LLC | 105.027 | 42,70 | 6 | 66,67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 45.607 | 2 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 157.388 | 310,68 | 8.576 | 318,95 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 405.119 | 8,93 | 22.075 | 11,09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5.920 | 17,02 | 323 | 19,26 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5.059 | 8,96 | 270 | 10,20 | ||||
| 2025-07-15 | 13F | Maseco Llp | 2.664.712 | 145.213 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 1.094.132 | 7,51 | 59.619 | 9,64 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 8.458 | 116,15 | 461 | 120,10 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 203.531 | 1,72 | 11.090 | 3,73 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 31.688 | 0,17 | 1.727 | 2,13 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 77.152 | 7,69 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 31.293 | 101,62 | 1.705 | 105,67 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 4.640 | 3,25 | 253 | 5,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5.533 | 301 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 91.965 | 5.011 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 391.277 | 3,15 | 21.321 | 5,19 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 29.522 | 9,75 | 1.609 | 11,90 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 137.082 | 7.470 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 201.187 | 13,23 | 10.963 | 15,47 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 1.244.794 | 7,00 | 68 | 9,68 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 588.022 | 27,74 | 32.041 | 30,28 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 13.585 | 81,93 | 740 | 85,93 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 914 | 50 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 25.360 | 8,37 | 1.382 | 10,48 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 585 | 56,42 | 32 | 63,16 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 97.076 | 114,31 | 5.290 | 118,55 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 113.914 | 0,53 | 6.207 | 2,53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4.430 | 241 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 27.239 | 1 | ||||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 246.249 | 8,14 | 13.418 | 10,28 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 73.509 | 4.006 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 221.990 | 9,90 | 12.096 | 12,08 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 101.445 | 48,35 | 5.528 | 51,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 320 | 17 | ||||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 260.885 | 9,97 | 14.216 | 12,15 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 821.156 | 4,44 | 44.745 | 6,51 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 40.467 | 1,98 | 2.205 | 4,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 522.105 | 9,83 | 28.450 | 12,01 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 200.222 | 41,48 | 10.910 | 44,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 542.202 | 59,28 | 29.545 | 62,44 |
