Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional US Large Cap Vector ETF, omfatter M Holdings Securities, Inc., LPL Financial LLC, Rockwood Wealth Management, LLC, Signature Resources Capital Management, LLC, og Colonial Trust Co / SC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Citadel Advisors Llc | 23.339 | 1.609 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 56 | 4 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 86.730 | 3,32 | 6.116 | 14,81 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 183.222 | 2,72 | 12.831 | 12,18 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8.928 | 615 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3.983 | 275 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3.943 | 0,36 | 272 | 7,97 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 15.761 | 9,40 | 1.086 | 17,66 | ||||
| 2025-08-04 | 13F | Elite Life Management LLC | 51.988 | 16,99 | 3.583 | 25,76 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 8.800 | 166,67 | 606 | 187,20 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 67.721 | 45.047,33 | 4.667 | 78,81 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 12.712 | 4,08 | 876 | 11,88 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 68.030 | 5 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 4.788 | 22,67 | 330 | 31,60 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1.528.408 | 3,46 | 105.338 | 11,19 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 57 | 7,69 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3.979.653 | 3,05 | 274.278 | 10,75 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 38.947 | 1,97 | 2.684 | 9,60 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1.500 | 103 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.835 | 8,13 | 126 | 15,60 |
