Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF inkluderar Maseco Llp, Signature Resources Capital Management, LLC, Beaird Harris Wealth Management, LLC, HFM Investment Advisors, LLC, Foster Group, Inc., Wise Wealth Partners, Mml Investors Services, Llc, Vested Financial Planning, LLC, Brookstone Capital Management, Mercer Global Advisors Inc /adv, Sei Investments Co, HighTower Advisors, LLC, Pure Financial Advisors, Inc., Equita Financial Network, Inc., Private Advisor Group, LLC, Skopos Labs, Inc., Jones Financial Companies Lllp, UBS Group AG, och National Bank Of Canada /fi/ .
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 | 9 682 | 110,98 | 528 | 115,10 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 14 618 | 797 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 635 | 31,93 | 634 | 34,39 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15 921 | 59,35 | 868 | 62,66 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 65 049 | 26,29 | 3 545 | 28,78 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 71 470 | 11,24 | 3 894 | 13,46 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 727 709 | 8,16 | 39 653 | 10,30 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 38 852 | 2 117 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 23 795 | 76,12 | 1 297 | 79,75 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 862 | 148,41 | 47 | 155,56 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 48 401 | 1 716,17 | 2 637 | 1 757,04 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 845 674 | 1 025,46 | 46 081 | 1 047,98 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 61 531 | 16,97 | 3 353 | 19,29 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 724 | 0,06 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 966 | 107 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 421 | 622 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 107 216 | 0,44 | 5 842 | 2,44 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 9 179 | 26,61 | 500 | 29,20 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10 731 | 16,09 | 584 | 17,78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16 823 | 4,68 | 1 | |||||
| 2025-07-31 | 13F | City State Bank | 52 182 | 13,04 | 2 843 | 15,29 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6 899 | 25,66 | 376 | 27,99 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5 351 | 292 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 7 728 | 3,69 | 413 | 4,04 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 6 384 | 0,06 | 348 | 2,06 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 13 712 | 59,50 | 747 | 62,75 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 409 084 | 125,11 | 76 781 | 129,58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 84 687 | 6,82 | 4 615 | 8,95 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 4 828 | 263 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 47 419 | 2 584 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23 156 | 75,96 | 1 262 | 79,52 | ||||
| 2025-08-14 | 13F | Comerica Bank | 512 | 1,79 | 28 | 3,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 629 014 | 15,64 | 34 275 | 17,93 | ||||
| 2025-08-07 | 13F | Nwam Llc | 19 597 | 26,80 | 1 067 | 29,33 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 8 138 | 0,06 | 443 | 2,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 829 | 100 | ||||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 14 432 | 786 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 13 151 | 717 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 53 217 | 0,67 | 2 900 | 2,66 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5 902 297 | 5,09 | 321 616 | 7,18 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 58 137 | 6,04 | 3 168 | 8,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 347 503 | 7,72 | 18 935 | 9,85 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 180 | 119 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 33 032 | 1,71 | 1 800 | 3,69 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 7 263 | 396 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 25 264 | 17,43 | 1 377 | 19,76 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 307 140 | 5,04 | 16 736 | 7,12 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 575 094 | 151 240,53 | 31 337 | 50,41 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 12 824 | 149,40 | 699 | 154,74 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 346 111 | 2,85 | 18 860 | 4,89 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8 215 | 13,31 | 448 | 15,50 | ||||
| 2025-08-14 | 13F | Betterment LLC | 105 027 | 42,70 | 6 | 66,67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 45 607 | 2 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 157 388 | 310,68 | 8 576 | 318,95 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 405 119 | 8,93 | 22 075 | 11,09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 920 | 17,02 | 323 | 19,26 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 059 | 8,96 | 270 | 10,20 | ||||
| 2025-07-15 | 13F | Maseco Llp | 2 664 712 | 145 213 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 1 094 132 | 7,51 | 59 619 | 9,64 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 8 458 | 116,15 | 461 | 120,10 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 203 531 | 1,72 | 11 090 | 3,73 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 31 688 | 0,17 | 1 727 | 2,13 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 77 152 | 7,69 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 31 293 | 101,62 | 1 705 | 105,67 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 4 640 | 3,25 | 253 | 5,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5 533 | 301 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 91 965 | 5 011 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 391 277 | 3,15 | 21 321 | 5,19 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 29 522 | 9,75 | 1 609 | 11,90 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 137 082 | 7 470 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 201 187 | 13,23 | 10 963 | 15,47 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 1 244 794 | 7,00 | 68 | 9,68 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 588 022 | 27,74 | 32 041 | 30,28 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 13 585 | 81,93 | 740 | 85,93 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 914 | 50 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 25 360 | 8,37 | 1 382 | 10,48 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 585 | 56,42 | 32 | 63,16 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 97 076 | 114,31 | 5 290 | 118,55 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 113 914 | 0,53 | 6 207 | 2,53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 430 | 241 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 27 239 | 1 | ||||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 246 249 | 8,14 | 13 418 | 10,28 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 73 509 | 4 006 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 221 990 | 9,90 | 12 096 | 12,08 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 101 445 | 48,35 | 5 528 | 51,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 320 | 17 | ||||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 260 885 | 9,97 | 14 216 | 12,15 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 821 156 | 4,44 | 44 745 | 6,51 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 40 467 | 1,98 | 2 205 | 4,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 522 105 | 9,83 | 28 450 | 12,01 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 200 222 | 41,48 | 10 910 | 44,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 542 202 | 59,28 | 29 545 | 62,44 |
