Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF, omfatter Maseco Llp, Summit Wealth Group Llc / Co, Strathmore Capital Advisors, Inc., Concord Asset Management, LLC/VA, XY Planning Network, Inc., Creative Planning, M. Kulyk & Associates, LLC, Greenspring Advisors, LLC, Root Financial Partners, LLC, og Signature Resources Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 7.473 | 2,58 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9.616 | 33,04 | 504 | 35,48 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9.442 | 45,31 | 495 | 48,20 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 10.237 | 127,09 | 537 | 131,03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83.531 | 3,32 | 4.375 | 5,07 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 9.031 | 21,74 | 473 | 23,56 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 17.920 | 179.100,00 | 940 | 10,08 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 142.320 | 5,29 | 7.462 | 7,18 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 4.661 | 240 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 4.724 | 10,53 | 248 | 12,27 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 85.659 | 8,93 | 4.475 | 11,68 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 5.277 | 0,25 | 277 | 3,37 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 36.406 | 1.909 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 6.733 | 0,12 | 354 | 3,51 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 7.053 | 370 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 19.858 | 7,52 | 1.041 | 9,46 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 334.101 | 5,04 | 17.517 | 6,94 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36.919 | 371,87 | 1.936 | 381,34 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 12.470 | 39,97 | 654 | 42,58 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 52.613 | 11,16 | 2.759 | 13,17 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 659 | 0,15 | 35 | 3,03 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 8.060 | 68,62 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 190.988 | 9,44 | 10.013 | 11,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 10.611 | 3,45 | 556 | 5,30 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 4.264 | 3,04 | 224 | 4,69 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13.212 | 0,07 | 693 | 1,91 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 13.922 | 1,55 | 730 | 3,26 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 17.149 | 896 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 36.286 | 20,94 | 1.902 | 23,11 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 12.616 | 661 | ||||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 5.122 | 269 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5.914 | 310 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 158.678 | 7,78 | 8.319 | 9,72 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 14.131 | 4,31 | 741 | 6,17 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 48.932 | 21,03 | 2.566 | 23,20 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 5.377 | 2,52 | 282 | 4,07 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 4.545 | 2,43 | 238 | 4,39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10.752 | 3,51 | 564 | 5,43 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 6.977 | 366 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33.096 | 164,18 | 2 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 815 | 43 | ||||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 128.462 | 43,39 | 6.735 | 46,00 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 2.098.846 | 0,31 | 110.043 | 2,12 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1.455.542 | 76.321 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 76.109 | 15,56 | 3.990 | 17,66 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 86.640 | 1,56 | 4.543 | 3,39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 43.206 | 771,44 | 2.265 | 788,24 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 157.566 | 7,88 | 8.261 | 9,84 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 23.726 | 1,37 | 1.244 | 3,15 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3.902 | 205 |
