Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF, omfatter Shotwell Rutter Baer Inc, Silver Oak Wealth Advisors Services, Llc, W.H. Cornerstone Investments Inc., Fundamentun, Llc, USAdvisors Wealth Management, LLC, Werba Rubin Papier Wealth Management, Cetera Investment Advisers, Exchange Traded Concepts, Llc, Raymond James Financial Inc, Private Trust Co Na, SRS Capital Advisors, Inc., og Kilter Group 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 | SILVER OAK SECURITIES, Inc | 4.347 | 1,76 | 232 | 3,59 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19.799 | 45,75 | 1.056 | 48,94 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 37.050 | 33,63 | 1.977 | 35,99 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 63.842 | 3.407 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31.509 | 64,85 | 1.681 | 68,34 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 35 | 2 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 86.368 | 4,12 | 4.609 | 6,32 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 1.266.696 | 2,54 | 67.591 | 4,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.803 | 150 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 123.756 | 0,53 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 29.464 | 809,94 | 1.572 | 830,18 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9.991 | 89,15 | 533 | 93,82 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 378.980 | 103,51 | 20.222 | 107,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12.631 | 153,84 | 1 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 44.936 | 2.398 | ||||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 160.626 | 4,82 | 8.571 | 7,06 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 64.936 | 3.465 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3.656 | 195 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9.997 | 1 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 10.968 | 82,01 | 585 | 86,31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5.498 | 293 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 225.824 | 18,75 | 12.050 | 21,27 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 178.127 | 7,10 | 9.494 | 9,11 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12.863 | 0,72 | 686 | 2,85 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 192.920 | 3,33 | 10 | 11,11 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13.716 | 732 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 850.209 | 2,29 | 45 | 4,65 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 9.420 | 286,07 | 503 | 295,28 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 305.510 | 1,21 | 16.302 | 3,37 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 69.821 | 3.726 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 162.842 | 6,20 | 8.689 | 8,45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 280.704 | 8,61 | 14.978 | 10,92 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 94.561 | 5,57 | 5.046 | 7,80 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 325 | 17 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1.348.633 | 43,94 | 71.923 | 47,79 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 105.896 | 0,08 | 5.651 | 2,21 | ||||
| 2025-08-14 | 13F | Betterment LLC | 79.983 | 5,64 | 4 | 33,33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25.795 | 1 | ||||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 40.358 | 19,83 | 2.153 | 22,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11.584 | 0,84 | 618 | 3,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16.217 | 6,56 | 865 | 8,81 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 473.893 | 19,12 | 25.287 | 21,65 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38.110 | 92,94 | 2.034 | 97,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 69.088 | 17,62 | 3.687 | 20,10 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 23.434 | 17,84 | 1.250 | 20,31 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 58.738 | 9,44 | 3.069 | 9,29 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 34.875 | 520,11 | 1.861 | 534,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 31.440 | 132,99 | 1.678 | 137,87 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 7.916 | 18,65 | 422 | 21,26 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 912.547 | 0,27 | 48.694 | 2,40 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 577.833 | 4,97 | 30.833 | 7,21 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5.294 | 3,72 | 282 | 4,83 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 227.258 | 12.147 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 124.791 | 18,72 | 6.659 | 21,23 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 27.809 | 6,76 | 1.484 | 9,04 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 383.299 | 0,56 | 20.453 | 2,70 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 71.800 | 27,15 | 3.831 | 29,69 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 4.551 | 4,45 | 243 | 6,61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 245.374 | 23,67 | 13.093 | 26,31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 129 | 7 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 8.624 | 460 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 28.773 | 9,56 | 1.535 | 11,88 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 22.020 | 8,57 | 1.175 | 10,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 174.258 | 24,89 | 9.298 | 27,54 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 19.835 | 327,20 | 1.058 | 337,19 |
