Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF inkluderar Summit Wealth Group Llc / Co, M Holdings Securities, Inc., Orion Portfolio Solutions, LLC, TAGStone Capital, Inc., Cowa, Llc, Great Valley Advisor Group, Inc., Skopos Labs, Inc., Jones Financial Companies Lllp, Wells Fargo & Company/mn, Raymond James Financial Inc, Total Investment Management Inc, och Ritter Daniher Financial Advisory LLC / DE .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | Hm Payson & Co | 33 892 | 1,10 | 855 | 3,02 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 56 467 | 5,78 | 1 582 | 17,46 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 95 802 | 8,31 | 2 682 | 20,27 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 874 | 24 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 86 | 2 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 42 620 | 5,45 | 1 193 | 17,08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 49 972 | 8,76 | 1 399 | 20,81 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 11 273 | 20,76 | 316 | 34,04 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13 246 | 2,13 | 371 | 13,15 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 10 471 | 0,03 | 294 | 10,53 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 176 | 61 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 040 | 29 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33 252 | 2,94 | 931 | 14,37 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 1 271 042 | 0,61 | 35 589 | 11,70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 387 | 207 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 795 | 22 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 402 | 74,28 | 95 | 93,88 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 449 820 | 107,23 | 12 595 | 130,07 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 59 352 | 1 662 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 136 103 | 1,13 | 3 944 | 13,53 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 11 272 | 7,30 | 316 | 19,32 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 19 399 | 1,02 | 556 | 19,61 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 11 073 | 13,17 | 310 | 26,02 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 12 313 | 0,57 | 345 | 11,69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8 792 | 25,60 | 246 | 39,77 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 162 045 | 2,82 | 4 537 | 14,17 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 139 655 | 6,10 | 3 910 | 17,81 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 30 171 | 1 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 051 | 85 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 235 741 | 3,40 | 6 601 | 14,80 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 49 520 | 20,60 | 1 387 | 33,91 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 68 955 | 76,59 | 2 | |||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 86 939 | 1,61 | 2 434 | 12,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 104 017 | 0,09 | 2 912 | 11,15 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 8 579 | 0,86 | 240 | 14,29 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31 572 | 0,74 | 884 | 11,90 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7 359 | 24,18 | 206 | 38,26 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 48 234 | 449,55 | 1 351 | 510,86 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 14 178 | 14,89 | 397 | 27,33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8 777 | 221 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 29 651 | 830 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 8 621 | 248 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 804 | 12,20 | 471 | 24,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 125 465 | 37,59 | 3 513 | 52,81 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 162 462 | 5,50 | 4 549 | 17,13 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 19 853 | 36,06 | 556 | 51,23 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 10 963 | 307 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 40 815 | 0,52 | 1 143 | 11,63 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 6 | 0 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 13 459 | 22,61 | 377 | 36,23 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 7 909 | 221 | ||||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 267 984 | 2,88 | 8 | 16,67 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23 989 | 17,52 | 672 | 30,54 |
