Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional Emerging Markets Value ETF inkluderar EverSource Wealth Advisors, LLC, Ark & Tlk Investments, Llc, Triad Wealth Partners, LLC, XY Planning Network, Inc., Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Orion Portfolio Solutions, LLC, Mattern Capital Management, Llc, Shearwater Capital LLC, Great Valley Advisor Group, Inc., Motco, Skopos Labs, Inc., Beaird Harris Wealth Management, LLC, Ridgewood Investments LLC, Christopher J. Hasenberg, Inc, Dunhill Financial, LLC, Harbour Investments, Inc., Howe & Rusling Inc, och Capital A Wealth Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 71 734 | 15,56 | 2 151 | 27,50 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 57 306 | 8,58 | 1 719 | 20,39 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 112 | 3 | ||||||
| 2025-07-23 | 13F | First Financial Group Corp | 9 380 | 23,75 | 281 | 37,07 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 181 634 | 12,16 | 5 447 | 24,36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 214 257 | 166,65 | 36 221 | 193,48 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 101 460 | 18,37 | 3 043 | 31,23 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 956 | 209 | ||||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 33 647 | 12,64 | 1 009 | 24,88 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 5 534 | 0,34 | 166 | 10,74 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 421 062 | 107,54 | 12 628 | 130,13 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 156 | 5 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 335 130 | 1,35 | 10 051 | 12,37 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 16 507 | 0,74 | 509 | 21,53 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 654 800 | 1,85 | 19 637 | 12,92 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 510 972 | 11,11 | 15 324 | 23,18 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 9 687 | 291 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 365 272 | 9,62 | 10 954 | 21,54 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 20 212 | 29,37 | 606 | 43,60 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 126 576 | 3,53 | 3 796 | 14,79 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 6 967 | 209 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 185 640 | 5,68 | 5 567 | 17,18 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 0 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1 247 799 | 23,74 | 37 421 | 37,19 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 867 | 86 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 12 307 | 0,22 | 370 | 21,31 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 27 470 | 642,43 | 3 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 773 | 0,65 | 23 | 15,00 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 15 413 | 408,68 | 462 | 470,37 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 137 323 | 4,53 | 4 118 | 15,90 | ||||
| 2025-08-01 | 13F | Motco | 6 472 | 195 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 13 950 | 11,60 | 419 | 23,67 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 645 | 19 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 44 914 | 1,54 | 1 347 | 12,54 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 96 718 | 7,96 | 2 900 | 19,69 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 85 789 | 5,40 | 2 573 | 16,86 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 17 649 | 84,84 | 529 | 105,04 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 13 242 | 14,70 | 397 | 27,24 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 323 304 | 2,85 | 9 696 | 14,02 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 85 045 | 2,92 | 2 550 | 14,09 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 15 724 | 2,28 | 472 | 13,49 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 32 628 | 25,00 | 979 | 38,53 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 736 | 0,80 | 292 | 11,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 29 079 | 36,43 | 872 | 51,39 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 688 611 | 8,11 | 20 651 | 19,86 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 118 958 | 3 568 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 832 | 1,48 | 295 | 12,21 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 942 664 | 3,81 | 28 270 | 15,09 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 46 844 | 6,75 | 1 405 | 18,28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 474 303 | 2,85 | 14 | 16,67 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 476 845 | 4,06 | 14 301 | 15,37 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 82 770 | 29,69 | 2 482 | 43,80 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 104 279 | 3,40 | 3 127 | 14,67 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 10 461 | 314 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 28 074 | 38,54 | 842 | 53,47 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 42 466 | 157,21 | 1 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 28 680 | 26,86 | 860 | 40,75 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 18 394 | 1,62 | 552 | 12,68 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 254 015 | 0,11 | 7 618 | 10,99 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 539 495 | 9,93 | 16 179 | 21,88 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 867 | 510,56 | 26 | 766,67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 90 008 | 93,53 | 2 699 | 114,55 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 758 | 23 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 253 346 | 0,08 | 7 598 | 10,95 | ||||
| 2025-08-14 | 13F | Betterment LLC | 205 777 | 2,54 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 26 018 | 780 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9 790 | 294 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 877 088 | 5,14 | 26 304 | 16,57 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 260 708 | 1,42 | 7 819 | 12,44 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 396 | 12 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 32 021 | 0,12 | 960 | 10,98 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 139 155 | 10,14 | 4 173 | 22,12 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 84 585 | 0,59 | 2 537 | 11,52 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 82 305 | 0,62 | 2 468 | 11,57 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 7 513 | 225 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 289 | 9 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 537 847 | 12,90 | 16 130 | 25,17 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 10 265 | 14,90 | 308 | 27,39 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 18 420 | 0,03 | 552 | 10,84 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 36 207 | 122,68 | 1 086 | 147,15 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 83 980 | 2,84 | 2 606 | 16,55 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 40 644 | 5,41 | 1 219 | 16,89 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10 668 | 8,60 | 320 | 20,38 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 9 733 | 0,58 | 292 | 11,49 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 158 | 5 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 325 631 | 316,81 | 9 766 | 362,14 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 84 609 | 11,44 | 2 537 | 27,55 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 152 898 | 2,26 | 4 585 | 13,38 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 69 332 | 28,86 | 2 079 | 42,89 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 32 209 | 0,00 | 966 | 10,79 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 617 | 288 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 225 906 | 2,99 | 6 775 | 14,17 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 150 625 | 15,78 | 4 517 | 28,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 338 | 10 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8 457 | 53,88 | 254 | 70,95 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 56 937 | 567,10 | 1 708 | 642,17 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 8 661 | 0,62 | 260 | 11,64 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 7 477 | 5,41 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8 535 | 231 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 026 | 91,78 | 31 | 114,29 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 79 354 | 2,70 | 2 380 | 13,83 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 320 787 | 14,22 | 9 620 | 26,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 71 626 | 54,37 | 2 | 100,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 556 229 | 1,24 | 76 661 | 12,24 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 301 362 | 12,71 | 9 038 | 24,96 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 10 454 | 18,73 | 314 | 31,51 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7 884 | 4,94 | 236 | 16,26 | ||||
| 2025-08-14 | 13F | Css Llc/il | 27 631 | 17,78 | 829 | 30,60 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22 930 | 117,37 | 1 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 035 | 25,76 | 31 | 40,91 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 552 | 122,58 | 17 | 166,67 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 11 897 | 0,57 | 357 | 11,60 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 251 390 | 2,69 | 8 | 16,67 |
