Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF, omfatter Maseco Llp, Thrivent Financial For Lutherans, Hill Island Financial Llc, Triune Financial Partners, LLC, Cerity Partners LLC, Aspen Capital Management, LLC, Premier Financial Group, HighTower Advisors, LLC, Wealth Management Strategies, Inc., Sellwood Investment Partners LLC, Envestnet Asset Management Inc, Midwest Trust Co, Tanager Wealth Management LLP, United Wealth Management, LLC, og Mills Wealth Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 21.636 | 7,88 | 823 | 21,93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16.222 | 1,66 | 617 | 14,26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12.071 | 0,02 | 459 | 13,05 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 30.796 | 6,98 | 1.172 | 20,95 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 18.254 | 695 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 57.274 | 2,04 | 2.180 | 15,29 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1.224 | 28,17 | 47 | 53,33 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 124.892 | 4.787 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9.453 | 5,38 | 360 | 18,87 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 305.892 | 1,12 | 11.642 | 14,27 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 7.996 | 8,36 | 304 | 22,58 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10.247 | 4,50 | 0 | |||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 17.625 | 1,08 | 671 | 22,71 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 71.492 | 10,87 | 2.721 | 25,29 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 264.639 | 0,67 | 10.072 | 13,77 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 10.097 | 19,52 | 384 | 35,21 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 800 | 166,67 | 30 | 200,00 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 9.272 | 0,21 | 353 | 13,18 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 30.733 | 34,03 | 1.170 | 51,42 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 72.913 | 64,20 | 2.775 | 85,62 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 46.837 | 1.783 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8.849 | 6,99 | 337 | 30,12 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 8.359 | 10,97 | 318 | 25,69 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 141.811 | 17,29 | 5.397 | 32,54 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.900 | 0,46 | 148 | 12,98 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 21.443 | 3,44 | 816 | 16,91 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 55.089 | 2.097 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1.368 | 0,74 | 52 | 15,56 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 5.411 | 206 | ||||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 7.261 | 276 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 145 | 0,69 | 6 | 25,00 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 396.139 | 0,13 | 15.077 | 13,16 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1.180 | 58.900,00 | 45 | 12,82 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 537.973 | 71,98 | 20.475 | 94,35 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 51.928 | 8,53 | 1.966 | 29,17 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 77 | 1,32 | 3 | 0,00 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 7.440 | 251 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6.315 | 240 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29.778 | 1.168 | ||||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 21.400 | 1,46 | 814 | 14,65 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 15.102 | 0,31 | 575 | 13,21 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 5.422 | 206 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 126.792 | 2,73 | 4.826 | 16,10 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 458 | 0,66 | 17 | 13,33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 122.146 | 5 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 351.894 | 5,86 | 13.393 | 19,63 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 6.312 | 0,59 | 240 | 13,74 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 11.592 | 9,67 | 441 | 24,23 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 47.098 | 1.793 | ||||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 264.706 | 21,44 | 10.075 | 37,23 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 222.203 | 34,03 | 8.457 | 51,50 | ||||
| 2025-07-16 | 13F | Jentner Corp | 8.551 | 3,34 | 325 | 16,91 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 6.631 | 4,10 | 252 | 17,76 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 961 | 8,47 | 37 | 24,14 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1.504 | 0,74 | 58 | 11,54 | ||||
| 2025-08-14 | 13F | Fmr Llc | 32 | 1 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 74.936 | 8,20 | 2.852 | 22,30 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 12.943 | 511 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 43.944 | 2,15 | 1.673 | 15,47 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4.102 | 6,82 | 156 | 20,93 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 5.268 | 200 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 12.032 | 44,93 | 458 | 63,80 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 31.932 | 5,99 | 1.215 | 19,82 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 13.808 | 1,23 | 526 | 14,38 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 75 | 3 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7.766 | 296 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 89.766 | 3,05 | 3.416 | 16,47 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 12.747 | 93,93 | 485 | 119,46 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 10.217 | 25,29 | 389 | 41,61 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 42.127 | 3,12 | 1.603 | 16,58 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3.405 | 4,03 | 130 | 17,27 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 6.560 | 0,44 | 250 | 13,70 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 16.284 | 0,66 | 620 | 13,79 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 207.019 | 7.879 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 210.308 | 1,91 | 7.083 | 3,61 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6.253 | 238 | ||||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 148.343 | 154,58 | 5.646 | 187,72 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 49.829 | 8,39 | 1.896 | 22,48 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5.445 | 207 | ||||||
| 2025-08-13 | 13F | RW Investment Management LLC | 27.435 | 0,02 | 1.044 | 13,11 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 16.037 | 0,61 | 610 | 13,81 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 454 | 0,22 | 0 | |||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 66.500 | 17,44 | 2.531 | 32,67 | ||||
| 2025-07-15 | 13F | Maseco Llp | 548.175 | 20.864 | ||||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 19.960 | 0,08 | 760 | 13,11 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 14.790 | 0,04 | 563 | 13,08 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 777 | 346,55 | 29 | 480,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 294 | 292,00 | 11 | 266,67 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 12.892 | 6,24 | 491 | 20,10 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 6.074 | 231 |
