Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional California Municipal Bond ETF inkluderar Lodestar Private Asset Management Llc, Parkshore Wealth Management, Inc., Pathstone Holdings, LLC, Hurlow Wealth Management Group, Inc., Fermata Advisors, LLC, Regatta Capital Group, Llc, Gradient Capital Advisors, LLC, Kaizen Financial Strategies, Retirement Planning Group, Mariner, LLC, och SOUTH STATE Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 7 174 | 11,26 | 354 | 8,62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 66 137 | 0,62 | 3 261 | 0,03 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50 415 | 73,31 | 2 484 | 72,26 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 13 850 | 167,89 | 683 | 166,41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 505 | 0,80 | 25 | 0,00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 54 090 | 30,68 | 2 666 | 29,87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 740 194 | 7,15 | 233 597 | 6,46 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 6 589 | 325 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5 446 | 268 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13 909 | 703,99 | 685 | 705,88 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 691 179 | 7,65 | 34 061 | 6,95 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 16 057 | 791 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 6 130 | 302 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 35 336 | 0,76 | 1 741 | 0,12 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 39 198 | 0,23 | 1 932 | −0,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 23 598 | 108,85 | 1 163 | 107,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 844 422 | 6,00 | 41 613 | 5,31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15 050 | 223,66 | 742 | 222,17 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 478 533 | 6,59 | 220 702 | 5,91 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 003 | 99,70 | 99 | 100,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 54 671 | 3,80 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 17 704 | 872 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 17 705 | 873 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 18 879 | 10,35 | 930 | 9,67 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 971 | 96,60 | 1 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 33 291 | 30,36 | 1 641 | 29,54 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5 386 | 265 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3 380 | 0,75 | 167 | 0,00 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 4 710 | 232 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5 227 | 2,69 | 258 | 1,98 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 315 | 16 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 6 561 | 323 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 4 430 | 218 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 97 140 | 234,98 | 4 787 | 232,89 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4 522 | 223 |
