Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional US Vector Equity ETF, omfatter Assetmark, Inc, Schubert & Co, Rockwood Wealth Management, LLC, Private Advisor Group, LLC, Apella Capital, LLC, SwitchPoint Financial Planning, LLC, BCO Wealth Management LLC, Vista Capital Partners, Inc., Wells Fargo & Company/mn, Jones Financial Companies Lllp, AE Wealth Management LLC, Signature Resources Capital Management, LLC, Glass Jacobson Investment Advisors llc, og Global Retirement Partners, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 25.229 | 1.368 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17.880 | 970 | ||||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 45.376 | 142,67 | 2.461 | 161,98 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12.591 | 693 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 607.471 | 15,98 | 33 | 23,08 | ||||
| 2025-07-29 | 13F | Schubert & Co | 37.247 | 2.020 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 40.390 | 2.190 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.523 | 82 | ||||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 5.675 | 308 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 156.379 | 56,50 | 8.480 | 68,89 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.759 | 95 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 15.203 | 195,84 | 824 | 219,38 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 39.231 | 2.127 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 885 | 48 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 68.114 | 4,48 | 3.694 | 12,73 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 11.712 | 635 | ||||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 7.608 | 413 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5.928 | 24,22 | 321 | 34,31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 80.571 | 18,89 | 4 | 33,33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4.351 | 7,88 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13.484 | 731 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 167 | 9 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 8.392 | 0,27 | 455 | 8,33 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 226 | 12 | ||||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 15.940 | 27,53 | 864 | 37,58 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 707.516 | 5,26 | 38 | 15,15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.452 | 79 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 13.316 | 18,25 | 722 | 27,79 |
