Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional US Real Estate ETF inkluderar Summit Wealth Group Llc / Co, Merit Financial Group, LLC, M Holdings Securities, Inc., Legacy Capital Wealth Partners, LLC, Atlantic Union Bankshares Corp, Fundamentun, Llc, Sei Investments Co, Quadrature Capital Ltd, Hurlow Wealth Management Group, Inc., Accurate Wealth Management, LLC, Rsm Us Wealth Management Llc, Wealth Management Nebraska, Bayshore Asset Management, Llc, Brinker Capital Investments, LLC, Tableaux Llc, Northern Trust Corp, Allodium Investment Consultants, LLC, XY Planning Network, Inc., Signature Estate & Investment Advisors Llc, och Maseco Llp .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 14 771 | 10,38 | 347 | 8,81 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 195 714 | 11,39 | 4 591 | 9,94 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 22 490 | 528 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 211 043 | 113,67 | 4 951 | 110,95 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 2 489 800 | 6,27 | 58 411 | 4,89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 47 665 | 0,02 | 1 118 | −1,24 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 82 444 | 5,03 | 1 934 | 3,70 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 21 900 | 79,70 | 521 | 83,75 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 61 456 | 11,49 | 1 442 | 10,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 80 038 | 0,66 | 1 882 | −0,42 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 34 019 | 1,01 | 798 | −0,25 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 662 | 39 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 627 239 | 4,21 | 14 715 | 2,86 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 197 705 | 3,64 | 4 638 | 2,29 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 13 838 | 48,38 | 325 | 46,61 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 14 298 | 333 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 689 784 | 25,15 | 16 182 | 23,53 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 146 202 | 2,85 | 3 430 | 1,51 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 398 941 | 2,52 | 9 359 | 1,19 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 125 340 | 2,32 | 2 940 | 1,00 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 228 414 | 2,86 | 5 359 | 1,52 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 137 900 | 13,31 | 3 235 | 11,86 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 14 068 | 13,21 | 330 | 11,86 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 113 883 | 7,49 | 2 667 | 8,19 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 27 766 | 651 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 7 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 109 188 | 8,95 | 2 583 | 8,44 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 67 867 | 1,75 | 1 592 | 2,58 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 9 545 | 43,62 | 224 | 42,04 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 501 427 | 204,19 | 11 763 | 200,23 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 560 675 | 3,92 | 13 378 | 7,11 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 707 | 22,86 | 134 | 20,91 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 12 013 | 4,52 | 282 | 2,93 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 46 375 | 5,07 | 1 088 | 3,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 393 673 | 28,62 | 9 236 | 26,94 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 30 427 | 14,50 | 714 | 13,00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 21 979 | 82,79 | 516 | 80,70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 127 870 | 2,33 | 3 000 | 0,98 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 2 259 | 94,57 | 53 | 92,59 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 224 558 | 8,76 | 5 268 | 7,36 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 199 596 | 2,29 | 4 806 | 4,91 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 223 532 | 5 244 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 132 994 | 0,92 | 3 120 | −0,38 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 9 073 | 213 | ||||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 461 044 | 7,37 | 10 816 | 5,97 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 623 570 | 22,08 | 14 629 | 20,48 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 65 497 | 8,65 | 1 536 | 7,26 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 202 147 | 1,29 | 4 742 | −0,02 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 11 011 | 321 | ||||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 253 852 | 2,09 | 5 955 | 0,76 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 63 367 | 9,24 | 1 487 | 7,84 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 4 | 0 | ||||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 51 036 | 4,89 | 1 197 | 3,55 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 874 413 | 6,76 | 20 566 | 10,82 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 22 687 | 532 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3 131 148 | 3,63 | 74 427 | 5,86 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 356 221 | 13,63 | 8 346 | 16,16 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 93 474 | 18,57 | 2 193 | 17,03 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 864 776 | 1,01 | 20 288 | −0,31 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 172 245 | 22,49 | 4 041 | 20,89 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 39 231 | 3,18 | 920 | 1,88 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 788 642 | 3,25 | 41 962 | 1,91 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 42 442 | 0,36 | 996 | −1,00 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 17 887 | 6,50 | 420 | 5,01 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 216 916 | 0,03 | 5 089 | −1,28 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 799 | 206 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 487 | 11 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 4 296 | 101 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 9 759 | 229 | ||||||
| 2025-08-12 | 13F | Burk Holdings LLC | 93 741 | 40,68 | 2 199 | 38,91 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 242 945 | 26,68 | 5 731 | 25,73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 76 219 | 1 788 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 153 | 4 | ||||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 457 903 | 2,22 | 10 742 | 0,88 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 39 904 | 8,12 | 936 | 6,73 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2 073 367 | 2,94 | 48 641 | 1,60 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 38 483 | 4,08 | 903 | 2,73 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 395 881 | 2,14 | 9 287 | 0,80 | ||||
| 2025-08-07 | 13F | PFG Advisors | 87 469 | 6,77 | 2 052 | 5,39 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 321 767 | 0,68 | 7 549 | −0,63 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 242 972 | 1,75 | 5 700 | 0,42 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 131 176 | 33,58 | 3 077 | 41,41 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 101 704 | 5,97 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 70 626 | 32,33 | 1 657 | 30,60 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 990 | 0,61 | 47 | −2,13 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 15 822 | 371 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 13 280 | 0,28 | 312 | −0,96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 310 093 | 15,61 | 7 | 16,67 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 607 100 | 31,95 | 14 243 | 30,23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 189 278 | 91,55 | 4 440 | 89,10 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 157 166 | 3,99 | 3 687 | 2,64 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 59 568 | 3,40 | 1 397 | 2,05 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 38 171 | 3,77 | 896 | 2,40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 368 959 | 3,06 | 8 656 | 1,70 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 252 913 | 0,17 | 5 933 | −1,13 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 227 602 | 48 952,16 | 5 340 | 8,21 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 185 618 | 4 355 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 49 879 | 1 170 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 148 232 | 174,13 | 3 478 | 170,58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42 117 | 988 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 44 941 | 25,32 | 1 035 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | |||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 15 109 | 0,29 | 354 | −1,12 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 484 195 | 0,92 | 11 359 | −0,39 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 79 308 | 4,08 | 1 861 | 2,71 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 20 479 | 480 | ||||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 158 193 | 4,43 | 3 711 | 3,08 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 80 069 | 24,62 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 163 458 | 10,07 | 3 835 | 8,61 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 37 748 | 1 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 22 502 | 528 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 11 831 | 278 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 310 | 133,08 | 7 | 133,33 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 18 208 | 429 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 35 653 | 13,23 | 836 | 11,76 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12 101 | 284 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 23 017 | 540 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 78 045 | 24,24 | 1 831 | 22,57 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 586 771 | 712,30 | 84 146 | 701,76 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14 518 | 34,17 | 341 | 32,30 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 204 474 | 2,63 | 4 797 | 1,29 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 60 528 | 1,31 | 1 420 | −0,07 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 28 427 | 1,81 | 676 | 4,01 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 22 447 | 6,64 | 527 | 5,20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 241 524 | 31,01 | 5 666 | 29,30 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 513 347 | 7,37 | 12 043 | 5,98 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11 619 | 273 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 386 110 | 1,42 | 9 058 | 0,10 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 48 225 | 19,40 | 1 131 | 17,81 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 | 0 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 10 354 | 243 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 113 168 | 17,29 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 201 241 | 6,49 | 28 181 | 5,11 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 130 756 | 12,73 | 3 068 | 11,24 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 341 888 | 10,65 | 8 021 | 9,20 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 49 289 | 9,01 | 1 156 | 7,64 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 37 967 | 2,58 | 891 | 1,25 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 057 | 0,57 | 25 | 0,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 2 335 | 117,21 | 55 | 116,00 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 20 392 | 2,80 | 478 | 1,49 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 281 747 | 9,55 | 6 610 | 8,11 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 172 471 | 14,23 | 4 046 | 12,76 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 46 180 | 1 083 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 362 | 0 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1 266 475 | 3,84 | 29 711 | 2,48 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 87 446 | 9,31 | 2 051 | 7,89 |
