DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Dimensional ETF Trust - Dimensional Core Fixed Income ETF
US ˙ ARCA ˙ US25434V8726

Grundläggande statistik
Institutionella ägare 399 total, 399 long only, 0 short only, 0 long/short - change of −1,72% MRQ
Genomsnittlig portföljallokering 2.0325 % - change of −1,25% MRQ
Institutionella aktier (lång) 115 434 457 (ex 13D/G) - change of 5,46MM shares 4,96% MRQ
Institutionellt värde (lång) $ 4 516 609 USD ($1000)
Institutionellt ägande och aktieägare

Dimensional ETF Trust - Dimensional Core Fixed Income ETF (US:DFCF) har 399 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 115,434,457 aktier. Största aktieägare inkluderar Truepoint, Inc., Beaird Harris Wealth Management, LLC, Sequoia Financial Advisors, LLC, True Link Financial Advisors, LLC, Factory Mutual Insurance Co, Resources Investment Advisors, LLC., Great Waters Wealth Management, Hemington Wealth Management, Savant Capital, LLC, and DiNuzzo Private Wealth, Inc. .

Dimensional ETF Trust - Dimensional Core Fixed Income ETF (ARCA:DFCF) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 9, 2025 is 42,91 / share. Previously, on September 10, 2024, the share price was 43,42 / share. This represents a decline of 1,17% over that period.

DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-14 13F Shearwater Capital LLC 34 402 0,05 1 454 0,48
2025-07-17 13F Dopkins Wealth Management, Llc 6 793 1,25 287 1,77
2025-07-28 13F RCS Financial Planning, LLC 399 256 −4,31 16 873 −3,86
2025-08-14 13F Mml Investors Services, Llc 0 −100,00 0
2025-08-15 13F Binnacle Investments Inc 405 103 5,16 17 120 5,66
2025-07-09 13F HFG Wealth Management, LLC 113 392 1,89 4 769 3,85
2025-08-14 13F Essential Planning, LLC. 227 808 4,43 9 627 4,93
2025-07-29 13F Fundamentun, Llc 1 474 842 9,56 62 327 10,09
2025-07-14 13F Acropolis Investment Management, LLC 198 224 1,50 8 377 1,97
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-25 13F Investment Advisory Group, LLC 22 303 0,85 943 1,29
2025-08-04 13F Arkadios Wealth Advisors 60 561 −8,59 2 559 −8,15
2025-08-14 13F Mpwm Advisory Solutions, Llc 1 070 59,70 45 60,71
2025-07-29 13F AssuredPartners Investment Advisors, LLC 151 753 0,89 6 413 1,38
2025-08-14 13F Great Valley Advisor Group, Inc. 76 809 −21,80 3 246 −21,42
2025-08-04 13F HBK Sorce Advisory LLC 1 068 573 −3,49 45 158 −3,03
2025-08-06 13F Hoxton Planning & Management, LLC 36 178 −8,36 1 529 −7,95
2025-08-01 13F Ashton Thomas Private Wealth, LLC 20 080 269,59 849 271,93
2025-07-15 13F Bannerman Wealth Management Group, Llc 349 925 −14,37 14 788 −13,96
2025-07-31 13F Washington Trust Advisors, Inc. 17 019 4,03 719 4,51
2025-08-06 13F Ethos Financial Group, LLC 0 −100,00 0
2025-07-22 13F Awm Capital, Llc 19 927 0,54 842 1,08
2025-07-11 13F Wolfstich Capital, LLC 178 694 683,23 7 552 687,38
2025-08-13 13F GeoWealth Management, LLC 1 064 837 −12,38 45 000 −11,96
2025-08-01 13F Heritage Wealth Management, Inc./Texas 266 366 −1,83 11 273 −1,21
2025-07-09 13F Market Street Wealth Management Advisors Llc 1 361 482 2,11 57 536 2,60
2025-08-06 13F Modera Wealth Management, LLC 236 694 −0,21 10 003 0,26
2025-07-17 13F Porter White Investment Advisors, Inc. 107 088 7,95 4 526 8,46
2025-07-25 13F Sequoia Financial Advisors, LLC 2 878 822 36,20 121 659 36,85
2025-07-08 13F Rise Advisors, LLC 640 180 3,40 27 054 3,89
2025-07-15 13F Great Oak Capital Partners, Llc 671 886 8,53 28 192 11,64
2025-07-29 13F Signature Estate & Investment Advisors Llc 67 800 6,85 2 865 7,38
2025-04-23 13F Foundation Wealth Management, LLC\PA 0 −100,00 0
2025-08-11 13F Citigroup Inc 31 175 271,97 1 317 274,15
2025-08-14 13F Navigoe, LLC 93 842 −2,23 4 −25,00
2025-07-09 13F Hiley Hunt Wealth Management 580 061 0,70 24 368 0,32
2025-08-14 13F Hamilton Capital, LLC 0 −100,00 0
2025-07-22 13F Team Financial Group, LLC 0 −100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 377 883 5,31 15 848 5,63
2025-07-23 13F Canopy Partners, LLC 67 986 −10,28 2 873 −9,85
2025-08-14 13F Jane Street Group, Llc 218 655 −60,07 9 240 −59,88
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 34 041 −10,91 1 439 −10,52
2025-08-11 13F HighTower Advisors, LLC 1 440 685 −3,33 60 883 −2,87
2025-08-14 13F Clg Llc 107 818 4,89 4 556 5,39
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 0 −100,00 0
2025-07-16 13F Builder Investment Group Inc /adv 21 837 0,63 923 1,10
2025-07-22 13F Wealthcare Advisory Partners LLC 107 930 8,13 4 561 8,65
2025-08-05 13F Continuum Wealth Advisors, Llc 359 403 4,41 15 188 4,90
2025-08-15 13F Kestra Advisory Services, LLC 74 184 11,44 3 135 12,00
2025-08-19 13F Cape Investment Advisory, Inc. 100 0,00 4 0,00
2025-08-12 13F Rather & Kittrell, Inc. 1 162 317 7,99 49 120 8,50
2025-07-23 13F Asset Planning Corporation 647 115 14,89 27 347 15,44
2025-08-08 13F Beacon Harbor Wealth Advisors, Inc. 171 775 7 259
2025-07-03 13F Lam Group, Inc. 7 485 −10,89 316 −10,48
2025-07-30 13F Drive Wealth Management, Llc 6 387 −24,70 270 −24,44
2025-07-31 13F Core Wealth Management, Inc. 1 516 839 6,70 64 102 7,21
2025-08-13 13F Colonial Trust Co / SC 474 −17,57 20 −16,67
2025-08-14 13F Bank Of America Corp /de/ 183 002 −2,56 7 734 −2,10
2025-08-01 13F Red Lighthouse Investment Management, Llc 55 000 96,43 2 324 97,96
2025-07-18 13F Pure Financial Advisors, Inc. 916 731 0,38 38 741 0,86
2025-08-13 13F Northwestern Mutual Wealth Management Co 21 790 19,93 921 20,42
2025-07-21 13F Onyx Financial Advisors, LLC 33 799 −6,13 1 428 −5,68
2025-08-14 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-07-08 13F Apella Capital, LLC 2 148 340 5,28 90 252 6,22
2025-08-06 13F Golden State Wealth Management, LLC 785 −13,26 33 −13,16
2025-07-25 13F Hemington Wealth Management 2 451 980 3,35 104 4,04
2025-07-15 13F Mather Group, Llc. 99 549 4 207
2025-04-15 13F Wealthcare Capital Management Llc 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 203 973 3,00 8 620 3,48
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 142 056 −31,67 6 002 −31,36
2025-07-18 13F Truist Financial Corp 286 228 5,22 12 096 5,72
2025-08-05 13F Cherry Tree Wealth Management, LLC 22 676 1,44 958 1,91
2025-04-23 13F Keystone Financial Services 0 −100,00 0
2025-07-21 13F Creative Capital Management Investments LLC 1 006 961 2,91 42 554 3,40
2025-07-14 13F UMA Financial Services, Inc. 3 608 0,00 152 0,66
2025-07-03 13F Collective Family Office Llc 226 502 −7,31 9 572 −6,88
2025-07-24 13F MSH Capital Advisors LLC 18 442 −4,76 779 −4,30
2025-07-23 13F Matisse Capital 7 200 0,00 304 0,66
2025-08-13 13F Cary Street Partners Financial Llc 9 248 13,85 391 14,37
2025-08-13 13F United Wealth Management, LLC 209 884 −1,81 8 870 −1,35
2025-08-14 13F C M Bidwell & Associates Ltd 5 962 0,00 252 0,40
2025-08-14 13F Comerica Bank 4 713 17,82 199 18,45
2025-07-24 13F Jfs Wealth Advisors, Llc 20 573 0,09 869 0,58
2025-07-18 13F Forza Wealth Management, LLC 0 −100,00 0
2025-08-05 13F Dravo Bay Llc 255 982 0,84 11 001 3,03
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 14 890 0,47 629 0,96
2025-08-06 13F Csenge Advisory Group 22 782 3,72 950 3,94
2025-08-12 13F Jpmorgan Chase & Co 418 364 −3,76 17 680 −3,30
2025-08-14 13F Financial Engines Advisors L.L.C. 5 022 −77,51 212 −77,42
2025-08-27 13F/A Brinker Capital Investments, LLC 127 848 56,25 5 403 56,99
2025-08-04 13F Arcadia Wealth Management, Inc. 92 253 5,45 3 899 5,95
2025-07-29 13F Werba Rubin Papier Wealth Management 14 884 100,51 629 101,28
2025-08-14 13F Diversify Wealth Management, Llc 348 620 11,39 14 775 12,39
2025-08-12 13F Nemes Rush Group LLC 2 338 32,77 99 32,43
2025-07-22 13F Berger Financial Group, Inc 138 221 35,45 5 841 36,09
2025-07-11 13F First PREMIER Bank 56 0
2025-08-12 13F Forum Private Client Group LLC 11 272 15,92 476 16,38
2025-07-22 13F DAVENPORT & Co LLC 345 571 −16,11 14 604 −15,71
2025-08-12 13F Pathstone Holdings, LLC 1 380 163 −6,82 58 326 −6,38
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-05-06 13F Journey Strategic Wealth Llc 0 −100,00 0
2025-07-02 13F Helen Stephens Group, LLC 6 717 −22,08 284 −21,82
2025-08-14 13F EP Wealth Advisors, Inc. 3 373 −6,20 143 −5,96
2025-07-14 13F Park Avenue Securities Llc 212 063 1,08 9 0,00
2025-07-30 13F Clune & Associates, Ltd. 66 625 23,22 2 816 23,79
2025-08-13 13F Northern Trust Corp 64 124 2 710
2025-07-18 13F GEN Financial Management, INC. 24 706 0,00 1 044 0,48
2025-08-06 13F Entrewealth, Llc 75 880 59,28 3 207 60,06
2025-08-12 13F Burk Holdings LLC 146 816 68,87 6 204 69,69
2025-08-15 13F Morgan Stanley 1 280 119,18 54 125,00
2025-07-07 13F Schulz Wealth, LTD. 38 519 131,40 1 628 132,43
2025-08-01 13F SwitchPoint Financial Planning, LLC 39 870 3,90 1 685 4,40
2025-08-08 13F Pinney & Scofield, Inc. 21 411 4,70 905 5,12
2025-08-11 13F Aptus Capital Advisors, LLC 79 392 5,94 3 355 6,47
2025-07-18 13F Client 1st Advisory Group, Llc 339 422 −0,65 14 344 −0,17
2025-07-10 13F Exchange Traded Concepts, Llc 2 794 118
2025-07-17 13F Sterling Wealth Advisors Inc 127 971 0,69 5 370 0,45
2025-07-18 13F PBMares Wealth Management LLC 912 879 5,10 38 578 5,60
2025-08-12 13F TCP Asset Management, LLC 66 149 10,33 2 795 10,87
2025-07-28 13F Wealthspan Partners, Llc 161 396 0,07 6 821 0,55
2025-08-06 13F Vestmark Advisory Solutions, Inc. 477 748 106,72 20 190 107,71
2025-07-23 13F First Financial Group Corp 93 363 24,90 3 946 25,92
2025-08-11 13F Babb Wealth Advisors LLC 329 237 6,44 13 914 6,94
2025-08-13 13F Van Hulzen Asset Management, LLC 26 872 3,52 1 136 4,03
2025-07-08 13F/A Salem Investment Counselors Inc 72 3
2025-07-18 13F BCO Wealth Management LLC 455 667 5,63 19 256 6,13
2025-08-11 13F WPWealth LLP 1 887 341 −33,11 79 759 −32,79
2025-07-22 13F/A Elser Financial Planning, Inc 30 469 0,00 1 288 0,47
2025-08-12 13F J.w. Cole Advisors, Inc. 5 559 235
2025-08-06 13F SNS Financial Group, LLC 406 889 61,37 17 195 62,14
2025-08-14 13F Safeguard Investment Advisory Group, LLC 117 765 −0,16 4 977 0,30
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 282 024 5,63 11 887 5,86
2025-07-15 13F Garrett Investment Advisors LLC 153 881 −1,86 6 503 −1,40
2025-08-19 13F Wealth Group, Ltd. 0 −100,00 0
2025-07-09 13F GEM Asset Management, LLC 13 897 1,12 584 0,69
2025-07-16 13F Blue Oak Capital, LLC 29 015 −0,63 1 226 −0,16
2025-08-06 13F Savant Capital, LLC 2 374 378 23,72 100 341 24,31
2025-07-17 13F ERn Financial, LLC 199 292 −15,46 8 422 −15,05
2025-07-24 13F Financial Connections Group, Inc. 0 −100,00 0
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp 17 859 755
2025-08-14 13F Beaird Harris Wealth Management, LLC 3 037 152 1,24 128 350 1,72
2025-08-12 13F Archvest Wealth Advisors, Inc. 13 554 6,35 573 6,72
2025-08-14 13F Royal Bank Of Canada 731 207 1,39 30 901 1,87
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 33 395 −4,30 1 411 −3,82
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 682 530 4,71 28 844 5,21
2025-07-16 13F Vestia Personal Wealth Advisors 53 493 1,68 2 260 2,12
2025-07-15 13F SJS Investment Consulting Inc. 193 322 −1,84 8 170 −1,38
2025-07-23 13F Tcfg Wealth Management, Llc 6 060 0,00 256 0,79
2025-08-01 13F Brookwood Investment Group LLC 7 250 10,69 306 11,27
2025-07-29 13F Grunden Financial Advisory, Inc. 786 000 0,70 33 216 1,18
2025-07-25 13F Acorn Creek Capital Llc 5 347 −15,64 226 −15,41
2025-07-28 13F RFG Advisory, LLC 0 −100,00 0
2025-08-13 13F Parkworth Wealth Management, Inc. 171 578 2,52 7 251 3,00
2025-08-12 13F Global Retirement Partners, LLC 2 054 −7,27 87 −5,49
2025-08-08 13F Pnc Financial Services Group, Inc. 434 18
2025-08-14 13F Old Mission Capital Llc 11 865 −57,76 501 −57,58
2025-08-12 13F SRS Capital Advisors, Inc. 108 604 −0,67 4 590 −0,20
2025-05-15 13F MAI Capital Management 0 −100,00 0
2025-07-30 13F Phillips Financial Management, Llc 2 037 414 6,48 86 101 6,99
2025-07-22 13F Bay Harbor Wealth Management, LLC 138 994 4,53 5 874 5,03
2025-07-22 13F HFM Investment Advisors, LLC 619 646 −11,46 26 186 −11,03
2025-08-01 13F Redwood Park Advisors LLC 0 −100,00 0
2025-08-15 13F Equitable Holdings, Inc. 52 625 16,46 2 224 17,00
2025-07-30 13F Eqis Capital Management, Inc. 8 035 0,11 340 0,59
2025-07-18 13F TruNorth Capital Management, LLC 506 461 7,47 21 403 7,99
2025-08-13 13F Congress Wealth Management LLC / DE / 5 336 1,85 225 2,27
2025-08-14 13F Destination Wealth Management 7 189 304
2025-08-13 13F Plan Group Financial, LLC 97 357 −28,14 4 114 −27,80
2025-07-22 13F USAdvisors Wealth Management, LLC 33 562 8,44 1 0,00
2025-08-14 13F Betterment LLC 1 031 555 12,28 44 13,16
2025-08-08 13F Austin Wealth Management, LLC 273 132 0,61 11 491 1,67
2025-07-15 13F Fifth Third Bancorp 2 027 0,00 86 0,00
2025-08-11 13F Heritage Wealth Advisors 0 −100,00 0
2025-08-13 13F Kilter Group LLC 88 4
2025-07-17 13F HB Wealth Management, LLC 216 509 1,91 9 150 2,40
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 356 717 18,12 15 075 18,68
2025-08-12 13F Coston, McIsaac & Partners 81 408 19,27 3 50,00
2025-07-17 13F Symmetry Partners, LLC 0 −100,00 0
2025-07-16 13F Meredith Wealth Planning 266 053 10,70 11 243 11,23
2025-07-24 13F FinDec Wealth Services, Inc. 119 413 6,83 5 046 7,34
2025-07-18 13F Fmb Wealth Management 0 −100,00 0
2025-08-18 13F/A National Bank Of Canada /fi/ 1 878 0,00 79 1,28
2025-08-11 13F TAGStone Capital, Inc. 18 302 0,82 775
2025-07-17 13F DiNuzzo Private Wealth, Inc. 2 163 709 −1,46 91 438 −0,99
2025-07-10 13F Moller Financial Services 413 606 9,97 17 479 10,49
2025-07-16 13F Crown Wealth Group, LLC 7 983 26,84 337 27,65
2025-07-31 13F Glass Jacobson Investment Advisors llc 45 187 13,77 1 910 16,47
2025-07-16 13F Plancorp, LLC 11 932 1,20 504 1,82
2025-07-21 13F Keb Asset Management, Llc 10 764 455
2025-07-23 13F SpringVest Wealth Management LLC 105 686 2,41 4 466 2,90
2025-07-31 13F DDD Partners, LLC 10 480 443
2025-07-17 13F LexAurum Advisors, LLC 36 997 1,72 1 563 2,22
2025-07-24 13F IFP Advisors, Inc 35 726 50,62 1 510 51,35
2025-08-14 13F Note Advisors, LLC 274 299 44,43 11 592 45,12
2025-08-06 13F Cloud Capital Management, LLC 19 466 10,41 1
2025-07-21 13F Verus Financial Partners, Inc. 43 109 0,56 1 816 2,02
2025-07-31 13F CVA Family Office, LLC 5 899 0,87 249 1,63
2025-07-11 13F Compass Ion Advisors, LLC 6 544 1,19 277 1,85
2025-08-07 13F Timonier Family Office, LTD. 8 825 −5,81 373 −5,58
2025-07-24 13F rebel Financial LLC 60 222 2 545
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Main Street Financial Solutions, LLC 25 763 3,06 1 089 3,52
2025-09-04 13F/A Advisor Group Holdings, Inc. 362 468 −12,37 15 318 −11,95
2025-07-30 13F Paul Damon & Associates, Inc. 38 559 8,28 1 630 8,82
2025-07-17 13F Global Trust Asset Management, LLC 671 −6,93 28 −6,67
2025-08-12 13F Wealth Dimensions Group, Ltd. 188 921 0,82 7 984 1,29
2025-08-12 13F Hill Investment Group Partners, LLC 93 951 −3,05 3 970 −2,58
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 99 795 −22,11 4 217 −21,75
2025-07-10 13F Stewardship Advisors, LLC 52 547 0,67 2 221 1,14
2025-08-14 13F Eaton-Cambridge Inc. 6 414 −5,69 271 −5,24
2025-07-11 13F Pioneer Wealth Management Group 178 256 −9,37 7 533 −8,93
2025-05-15 13F Concorde Asset Management, LLC 6 490 2,20 270 3,05
2025-07-09 13F StrongBox Wealth, LLC 14 108 7,51 596 8,17
2025-08-13 13F RW Investment Management LLC 1 075 353 −0,38 45 444 0,10
2025-07-31 13F Planning Center, Inc. 5 854 0,00 247 0,41
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 194 590 −0,27 8 0,00
2025-07-18 13F Ledgewood Wealth Advisors, LLC 262 633 −5,27 11 099 −4,82
2025-08-11 13F Wealthspire Advisors, LLC 64 938 80,28 2 744 81,12
2025-07-25 13F BCR Wealth Strategies, LLC 608 210 5,39 26 4,17
2025-07-29 13F Schubert & Co 0 −100,00 0
2025-08-12 13F Calton & Associates, Inc. 0 −100,00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 56 217 −13,43 2 376 −13,04
2025-08-05 13F Sigma Planning Corp 13 222 0,46 559 0,90
2025-07-14 13F Sowell Financial Services LLC 124 869 1,85 5 277 2,33
2025-07-24 13F True Link Financial Advisors, LLC 2 823 753 119 332
2025-07-29 13F Financial Symmetry Inc 217 370 4,02 9 186 4,52
2025-08-13 13F SageView Advisory Group, LLC 176 554 −0,12 7 405 −0,40
2025-07-23 13F Elevate Wealth Advisory, Inc 11 265 −19,61 476 −19,19
2025-07-25 13F Apollon Wealth Management, LLC 14 430 41,87 610 42,62
2025-05-12 13F Fmr Llc 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 229 732 −21,30 9 708 −21,13
2025-07-18 13F BCU Wealth Advisors, LLC 218 813 14,14 9 247 14,68
2025-07-17 13F Northwest Wealth Management, Llc 96 458 −0,63 4 076 −0,15
2025-08-18 13F Geneos Wealth Management Inc. 28 131 1,16 1 189 1,63
2025-07-22 13F Firethorn Wealth Partners, Llc 27 343 2,10 1 156 2,58
2025-07-10 13F Strathmore Capital Advisors, Inc. 638 947 26,38 26 919 29,01
2025-08-05 13F Bank Of Montreal /can/ 0 −100,00 0
2025-08-12 13F Jacobi Capital Management LLC 5 758 243
2025-07-29 13F Two West Capital Advisors LLC 14 512 −10,86 609 −8,97
2025-08-14 13F 10Elms LLP 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 559 361 −2,42 23 639 −1,96
2025-07-11 13F Andrews, Lucia Wealth Management Llc 18 428 18,55 779 21,37
2025-07-17 13F Applied Capital LLC 100 717 −7,25 4 256 −6,81
2025-08-08 13F Truepoint, Inc. 11 512 852 1,85 486 533 2,34
2025-07-22 13F Gemmer Asset Management LLC 7 968 60,35 337 61,54
2025-07-25 13F Atria Wealth Solutions, Inc. 0 −100,00 0
2025-08-14 13F Colony Group, LLC 103 517 −4,99 4 375 −4,54
2025-07-14 13F AdvisorNet Financial, Inc 106 571 8,39 4 504 8,90
2025-08-08 13F Avantax Advisory Services, Inc. 7 563 17,64 320 18,15
2025-07-30 13F D.a. Davidson & Co. 12 224 −24,49 517 −24,12
2025-04-23 13F Saxony Capital Management, LLC 0 −100,00 0
2025-07-24 13F Us Bancorp \de\ 2 889 0,00 122 0,83
2025-08-04 13F Assetmark, Inc 591 072 −7,70 24 979 −7,27
2025-06-03 13F Invst, LLC 24 584 47,59 1 034 50,51
2025-08-04 13F ArborFi Advisors, LLC 211 616 3,78 8 943 4,27
2025-07-15 13F Bay Capital Advisors, LLC 6 654 2,83 281 3,31
2025-07-21 13F Capital Planning LLC 0 −100,00 0
2025-05-13 13F Hartland & Co., LLC 0 −100,00 0
2025-08-14 13F Herold Advisors, Inc. 129 089 −14,35 5 455 −13,95
2025-07-18 13F Arcadia Wealth Management, LLC 54 984 6,08 2 324 6,56
2025-07-17 13F XY Planning Network, Inc. 227 250 7,84 9 604 8,35
2025-07-15 13F LVZ Advisors, Inc. 106 481 2,23 4 500 2,72
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 17 220 −2,24 728 −1,76
2025-08-12 13F LPL Financial LLC 1 094 129 0,34 46 238 0,81
2025-07-28 13F Harbour Investments, Inc. 219 0,00 9 0,00
2025-07-31 13F Orion Capital Management LLC 253 −24,48 11 −28,57
2025-07-31 13F City State Bank 276 525 2,99 11 686 3,48
2025-07-30 13F Exencial Wealth Advisors, Llc 15 109 2,16 639 2,57
2025-08-08 13F SageOak Financial, LLC 250 840 0,58 10 600 1,06
2025-08-04 13F Creative Financial Designs Inc /adv 150 0,00 6 0,00
2025-08-07 13F Samalin Investment Counsel, LLC 29 055 −16,99 1 228 −16,64
2025-07-31 13F Rational Advisors Llc 395 903 −3,69 16 731 −3,23
2025-07-29 13F Stratos Wealth Partners, LTD. 146 019 −5,94 6 171 −5,50
2025-07-16 13F Midwest Heritage Bank, FSB 14 417 −31,31 609 −30,95
2025-07-29 13F Riverbend Wealth Management, LLC 13 964 45,93 590 46,77
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 10 401 −3,47 440 −3,09
2025-07-16 13F Tassel Capital Management, Inc. 265 175 −1,38 11 206 −0,91
2025-08-07 13F Aegis Wealth Management LLC 60 498 0,00 2 545 0,00
2025-07-18 13F Citrine Capital LLC 139 767 4,16 5 907 4,64
2025-07-15 13F Axis Wealth Partners, LLC 23 034 232,24 973 234,36
2025-08-14 13F Mercer Global Advisors Inc /adv 16 968 −15,22 717 −14,74
2025-08-14 13F Smartleaf Asset Management LLC 28 546 −1,75 1 202 −1,48
2025-08-01 13F Rossby Financial, LCC 1 047 0,00 44 2,33
2025-08-14 13F Wells Fargo & Company/mn 7 568 213,25 320 215,84
2025-07-21 13F 25 Llc 12 820 3,80 542 4,24
2025-07-07 13F Nova Wealth Management, Inc. 28 0,00 1 0,00
2025-07-29 13F Graver Capital Management, LLC 237 617 9,96 10 042 10,47
2025-08-11 13F Root Financial Partners, LLC 1 352 097 9,64 57 140 10,17
2025-08-07 13F Summit X, LLC 246 761 −0,96 10 428 −0,49
2025-07-23 13F Next Level Wealth Planning, LLC 13 445 68,38 568 69,55
2025-08-08 13F Sittner & Nelson, Llc 0 −100,00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 609 627 0,14 25 763 0,61
2025-07-30 13F Blume Capital Management, Inc. 429 738 −0,81 18 161 −0,34
2025-08-13 13F Summit Wealth Group Llc / Co 127 857 5 403
2025-07-22 13F Merit Financial Group, LLC 5 155 4,65 218 4,83
2025-08-07 13F Resources Investment Advisors, LLC. 2 712 518 0,96 114 631 1,44
2025-08-13 13F EverSource Wealth Advisors, LLC 118 775 179,00 5 019 180,39
2025-08-13 13F Integrity Investment Advisors, LLC 145 022 2,60 6 129 3,08
2025-08-06 13F Commonwealth Equity Services, Llc 1 312 044 −9,78 55 −9,84
2025-07-25 13F Concord Wealth Partners 182 459 4,33 7 711 4,83
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 70 148 89,53 2 964 90,49
2025-08-14 13F Acorn Wealth Advisors, LLC 160 995 9,23 6 804 9,74
2025-08-13 13F Transce3nd, LLC 315 −29,69 13 −27,78
2025-08-13 13F Millstone Evans Group, LLC 12 896 −64,74 545 −64,56
2025-07-09 13F Aurelius Family Office LLC 408 746 2,32 17 274 2,81
2025-07-14 13F Foster Group, Inc. 75 582 163,66 3 194 165,06
2025-07-23 13F Sax Wealth Advisors, Llc 367 532 −47,13 15 532 −46,88
2025-07-28 13F BRYN MAWR TRUST Co 1 483 0,00 63 0,00
2025-08-14 13F Cibc World Markets Corp 34 945 0,75 1 477 1,23
2025-08-05 13F Mission Wealth Management, Lp 30 929 1,28 1 307 1,79
2025-08-04 13F Integrity Alliance, Llc. 615 415 −7,45 26 007 −7,00
2025-08-04 13F Live Oak Private Wealth LLC 38 334 156,98 1 620 158,21
2025-08-13 13F Balance Wealth, LLC 60 705 101,05 2 565 102,13
2025-08-26 13F/A Thrivent Financial For Lutherans 51 122 2
2025-08-04 13F Savvy Advisors, Inc. 36 536 1 544
2025-08-06 13F AE Wealth Management LLC 620 998 22,25 26 243 22,83
2025-08-12 13F Triune Financial Partners, LLC 15 516 −17,49 656 −17,09
2025-08-15 13F CI Private Wealth, LLC 239 717 −47,99 10 130 −47,74
2025-07-23 13F Abel Hall, LLC 52 690 −2,81 2 227 −2,37
2025-08-01 13F Fort Vancouver Investment Management, LLC 153 815 −0,53 6 500 −0,06
2025-08-06 13F Prospera Financial Services Inc 9 759 83,79 413 84,75
2025-05-15 13F Citadel Advisors Llc 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 81 821 10,57 3 441 12,71
2025-07-17 13F Oceanside Advisors LLC 27 456 −2,29 1 160 −1,78
2025-07-30 13F Mills Wealth Advisors LLC 30 286 −17,82 1 280 −17,48
2025-08-06 13F Rialto Wealth Management, LLC 1 766 0,00 75 0,00
2025-08-14 13F Federation des caisses Desjardins du Quebec 1 700 0,00 72 0,00
2025-08-14 13F DecisionPoint Financial, LLC 589 893 1,26 24 929 1,74
2025-07-22 13F Sutton Place Investors Llc 180 979 −4,64 7 648 −4,18
2025-08-06 13F Geometric Wealth Advisors 10 559 1,55 446 2,06
2025-07-17 13F SC&H Financial Advisors, Inc. 108 651 5,35 4 592 5,86
2025-07-14 13F Parkshore Wealth Management, Inc. 365 203 16,72 15 433 17,27
2025-08-07 13F Alpha Financial Advisors, LLC 379 727 13,74 16 047 14,28
2025-07-28 13F Verisail Partners, LLC 475 528 0,79 20 096 1,28
2025-07-16 13F Spinnaker Investment Group, LLC 17 345 −81,70 733 −81,61
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-08-14 13F Mariner, LLC 440 157 25,32 18 601 25,92
2025-07-31 13F Kathleen S. Wright Associates Inc. 13 199 0,00 558 0,36
2025-08-11 13F Private Advisor Group, LLC 69 732 0,28 2 947 0,75
2025-07-16 13F Tru Independence Asset Management 2, Llc 129 343 −17,77 5 466 −17,37
2025-08-01 13F Winebrenner Capital Management Llc 136 570 24,19 5 771 24,78
2025-07-07 13F Kings Path Partners LLC 286 492 5,73 12 107 6,24
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 79 391 6,67 3 355 7,19
2025-08-14 13F Hilltop Holdings Inc. 0 −100,00 0
2025-07-22 13F Vested Financial Planning, LLC 149 831 −7,33 6 332 −6,90
2025-08-14 13F CoreCap Advisors, LLC 110 5
2025-07-28 13F Revolve Wealth Partners, LLC 406 639 1 141,84 17 185 1 147,93
2025-07-31 13F Aspen Capital Management, LLC 683 067 10,57 28 866 11,10
2025-07-11 13F Physician Wealth Solutions Inc. 460 494 −4,09 19 460 −3,63
2025-08-08 13F Tortoise Investment Management, LLC 415 −70,46 18 −71,19
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-31 13F Opus Capital Group, LLC 680 036 −0,74 29 0,00
2025-08-07 13F Tillman Hartley LLC 485 361 −11,13 20 511 −10,71
2025-06-26 NP HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 394 009 −9,54 16 529 −8,62
2025-07-09 13F Krilogy Financial LLC 468 741 0,77 19 809 1,25
2025-07-24 13F Williams & Novak, LLC 50 653 24,99 2 141 25,29
2025-08-13 13F American Investment Services, Inc. 0 −100,00 0
2025-07-17 13F Heritage Investment Group, Inc. 153 954 0,92 6 506 1,40
2025-07-31 13F Buckingham Strategic Partners 288 803 1,74 12 205 2,22
2025-08-13 13F Legacy Capital Wealth Partners, LLC 5 310 224
2025-08-07 13F Allworth Financial LP 1 324 041 −0,89 55 954 0,61
2025-04-28 13F Able Wealth Management LLC 0 −100,00 0
2025-07-03 13F Fiduciary Financial Group, Llc 8 447 1,70 357 4,09
2025-08-14 13F UBS Group AG 16 252 406 200,00 687
2025-08-04 13F IFG Advisory, LLC 93 172 19,48 3 937 20,07
2025-08-12 13F XTX Topco Ltd 5 446 −6,31 230 −5,74
2025-08-12 13F Change Path, LLC 143 506 6,28 6 065 6,80
2025-08-14 13F LaSalle St. Investment Advisors, LLC 22 650 13,39 1
2025-08-14 13F Warren Averett Asset Management, LLC 8 895 0,00 376 0,27
2025-08-14 13F Cardiff Park Advisors, Llc 1 607 0,00 68 0,00
2025-08-04 13F Elite Life Management LLC 0 −100,00 0
2025-08-07 13F Parkside Financial Bank & Trust 9 022 0,00 381 0,53
2025-05-02 13F MB Generational Wealth, LLC 11 794 81,39 496 85,07
2025-08-14 13F Integrated Wealth Concepts LLC 490 378 −1,84 20 723 −1,37
2025-07-17 13F Mattern Wealth Management LLC 337 777 −3,58 14 274 −3,12
2025-08-01 13F Austin Private Wealth, LLC 44 000 525,80 1 859 530,17
2025-07-22 13F Yardley Wealth Management LLC 241 427 4,38 10 11,11
2025-08-13 13F Baker Avenue Asset Management, LP 0 −100,00 0
2025-07-29 13F Arista Wealth Management, LLC 49 703 0,00 2 100 0,48
2025-07-24 13F Wealth Advisors Northwest LLC 69 216 28,24 2 925 28,85
2025-05-16 13F Jones Financial Companies Lllp 0 −100,00 0
2025-08-15 13F Keel Point, LLC 8 067 0,14 341 0,59
2025-08-12 13F Legacy Financial Group, Inc. 294 699 7,00 12 454 7,51
2025-07-17 13F Vermillion Wealth Management, Inc. 451 495 4,30 19 080 4,80
2025-05-09 13F TD Waterhouse Canada Inc. 0 −100,00 0
2025-08-11 13F CFS Investment Advisory Services, LLC 458 811 1,95 19 5,56
2025-08-12 13F Steward Partners Investment Advisory, Llc 6 323 −75,97 267 −75,86
2025-07-15 13F Evanson Asset Management, LLC 37 167 0,42 1 571 0,90
2025-07-16 13F Leading Edge Financial Planning LLC 498 018 5,48 21 046 5,98
2025-08-13 13F Daner Wealth Management, LLC 280 674 −2,83 11 895 −0,89
2025-07-22 13F David Wealth Management LLC 161 032 3,88 6 805 4,37
2025-07-30 13F/A Divergent Planning, LLC 343 110 7,18 14 500 7,38
2025-07-25 13F Ruedi Wealth Management, Inc. 121 613 −14,04 5 139 −13,63
2025-07-22 13F Aspire Private Capital, LLC 10 905 0,04 461 0,44
2025-07-23 13F Penney Financial, LLC 0 −100,00 0
2025-08-14 13F GWM Advisors LLC 59 521 −12,04 2 515 −11,63
2025-05-02 13F KM Capital Management Ltd. 0 −100,00 0
2025-07-28 13F Morris Financial Concepts, Inc. 38 699 −2,41 1 635 −1,92
2025-07-22 13F Simplicity Wealth,LLC 14 079 −88,59 595 −88,55
2025-08-14 13F Potentia Wealth 0 −100,00 0
2025-07-24 13F Vantage Point Financial LLC 112 349 4,83 4 748 5,33
2025-08-08 13F Creative Planning 51 382 −21,79 2 171 −21,43
2025-07-09 13F Dynamic Advisor Solutions LLC 1 491 156 1,45 63 016 1,93
2025-05-02 13F BlackRock, Inc. 0 −100,00 0 −100,00
2025-07-11 13F Ullmann Financial Group, Inc. 856 406 −3,46 36 192 −3,00
2025-07-30 13F DecisionMap Wealth Management, LLC 87 301 −4,31 3 689 −3,86
2025-08-08 13F Emerald Investment Partners, Llc 1 730 1,17 73 2,82
2025-07-22 13F Beacon Financial Advisory LLC 10 527 0,30 445 0,68
2025-08-08 13F Cetera Investment Advisers 134 328 113,92 5 677 114,92
2025-07-11 13F SILVER OAK SECURITIES, Inc 13 796 0,69 583 1,39
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 97 740 17,65 4 131 18,20
2025-07-25 13F Parker Financial LLC 152 668 9,44 6 451 9,95
2025-08-14 13F Ancora Advisors, LLC 72 854 −5,18 3 079 −4,74
2025-08-07 13F PFG Advisors 148 369 0,72 6 270 1,21
2025-08-13 13F Annandale Capital, LLC 785 618 −3,89 33 −2,94
2025-07-11 13F Great Waters Wealth Management 2 502 325 3,02 105 748 3,51
2025-07-07 13F New Capital Management LP 31 872 −77,84 1 347 −77,74
2025-07-18 13F Bridge Generations Wealth Management Llc 11 0,00 0
2025-05-09 13F Beta Wealth Group, Inc. 0 −100,00 0
2025-08-14 13F Stifel Financial Corp 105 236 0,38 4 447 0,86
2025-07-15 13F Hippocratic Financial Advisors, LLC 26 202 −86,48 1 107 −86,42
2025-07-29 13F Master's Wealth Management Inc. 325 910 5,53 13 773 6,03
2025-07-31 13F Curio Wealth, Llc 84 813 47 018,33 3 584 −25,69
2025-07-30 13F Forum Financial Management, LP 41 938 −1,13 1 772 −0,67
2025-07-10 13F Pacific Asset Management, LLC 59 269 0,99 2 505 1,46
2025-07-09 13F Fiduciary Alliance LLC 37 201 1 572
2025-07-25 13F Cwm, Llc 5 068 0,28 0
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 2 420 0,00 102 0,99
2025-08-14 13F Sei Investments Co 12 438 526
2025-08-11 13F Copperleaf Capital, LLC 32 304 19,59 1 365 20,16
2025-07-08 13F/A Team Hewins, LLC 0 −100,00 0 −100,00
2025-07-25 13F One Degree Advisors Inc 249 788 5,67 11 11,11
2025-07-14 13F Farmers Trust Co 9 000 0,00 380 0,53
2025-08-14 13F Sterling Wealth Management, Inc. 349 249 64,99 14 759 68,94
2025-07-25 13F Concord Asset Management, LLC/VA 182 459 7 711
2025-07-16 13F Five Oceans Advisors 12 414 −4,04 525 −3,68
2025-07-24 13F Riverchase Wealth Management, Llc 334 287 5,67 14 127 6,17
2025-07-24 13F Grand Wealth Management, Llc 3 149 0,00 133 0,76
2025-07-11 13F Quantum Financial Advisors, LLC 42 618 −8,16 1 801 −7,69
2025-08-11 13F Diversified Portfolios, Inc. 9 914 419
2025-08-13 13F Forthright Family Wealth Advisory LLC 10 071 −0,36 426 0,00
2025-08-01 13F Liberty Wealth Management Llc 351 836 11,38 14 869 11,89
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 643 1,26 27 3,85
2025-08-14 13F Ariadne Wealth Management, LP 18 478 −41,79 786 −40,45
2025-08-07 13F Factory Mutual Insurance Co 2 793 770 0,00 118 065 0,48
2025-08-12 13F BWM Planning, LLC 222 743 18,89 9 413 19,47
2025-08-06 13F Valued Wealth Advisors LLC 0 0
2025-08-13 13F Momentous Wealth Management, Inc. 400 555 8,47 16 927 8,99
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