Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional International Small Cap ETF inkluderar Miracle Mile Advisors, LLC, Modern Wealth Management, LLC, Ami Investment Management Inc, Wealth Enhancement Advisory Services, Llc, Northern Trust Corp, Indie Asset Partners, LLC, Sei Investments Co, Financial Engines Advisors L.L.C., rebel Financial LLC, M Holdings Securities, Inc., Legacy Capital Wealth Partners, LLC, Partners in Financial Planning, Merit Financial Group, LLC, Williams Jones Wealth Management, LLC., RAM Investment Partners, LLC, Cresset Asset Management, LLC, EP Wealth Advisors, Inc., Global Retirement Partners, LLC, Creative Financial Designs Inc /adv, och Private Trust Co Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 91 133 | 38,57 | 3 | 100,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 69 697 | 1,29 | 2 080 | 16,93 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 10 997 | 37,58 | 328 | 59,22 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 14 050 | 0,24 | 419 | 15,75 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 546 | 41,66 | 165 | 63,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 22 423 | 1,46 | 669 | 17,16 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 193 603 | 273,14 | 5 777 | 331,12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 770 378 | 4,08 | 52 828 | 20,20 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 134 | 4 | ||||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 120 637 | 16,84 | 3 600 | 34,95 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 62 613 | 2,10 | 1 868 | 17,93 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 188 157 | 0,18 | 5 615 | 15,68 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 424 985 | 6,92 | 12 626 | 22,93 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 197 207 | 14,96 | 5 885 | 32,76 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 21 | 1 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 40 876 | 27,11 | 1 220 | 46,87 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 40 381 | 1,59 | 1 205 | 17,23 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 51 069 | 1,01 | 1 524 | 16,35 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 22 999 | 28,31 | 686 | 48,16 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 74 259 | 165,32 | 2 216 | 206,36 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 17 642 | 22,87 | 526 | 41,78 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 15 672 | 2,30 | 468 | 18,23 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 45 144 | 2,67 | 1 347 | 18,57 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 255 733 | 0,80 | 7 631 | 16,41 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 34 309 | 102,48 | 1 024 | 134,10 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 791 | 10,47 | 24 | 27,78 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 595 983 | 1,83 | 17 784 | 17,60 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 69 820 | 2 083 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 031 475 | 30 779 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 12 541 | 374 | ||||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 21 364 | 28,37 | 638 | 56,13 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 150 280 | 4 508 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 55 349 | 8,07 | 1 652 | 24,79 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 590 889 | 22,63 | 15 269 | 29,04 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 140 | 71,95 | 34 | 100,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 200 | 185 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 16 146 | 0 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 306 157 | 4,47 | 9 136 | 20,64 | ||||
| 2025-08-01 | 13F | Motco | 34 942 | 115,58 | 1 036 | 147,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 298 564 | 6,70 | 8 909 | 23,22 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 11 707 | 45,00 | 349 | 67,79 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 776 | 202 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 38 062 | 1,89 | 1 136 | 17,62 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 11 442 | 1,15 | 343 | 17,47 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2 114 301 | 19,17 | 63 091 | 37,61 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 19 172 | 7,43 | 572 | 24,08 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 12 333 | 368 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 158 226 | 15,72 | 4 721 | 33,63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 526 925 | 7,79 | 15 723 | 24,47 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 394 | 1,55 | 12 | 10,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 801 | 65,84 | 24 | 91,67 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 18 566 | 13,29 | 554 | 30,73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 39 994 | 4,53 | 1 193 | 20,75 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 32 277 | 4,88 | 994 | 17,49 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 40 762 | 11,13 | 1 216 | 28,41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 18 702 026 | 1,58 | 555 947 | 15,49 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 13 | 0 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 49 214 | 10,82 | 1 469 | 27,99 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 29 432 | 11,23 | 878 | 28,55 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 172 079 | 9,31 | 5 135 | 26,24 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 109 539 | 110,07 | 3 269 | 142,61 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 186 851 | 7,80 | 5 576 | 24,50 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 352 | 24,04 | 40 | 42,86 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 3 089 | 1,51 | 92 | 24,32 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 834 | 25 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 9 651 | 11,71 | 288 | 28,70 | ||||
| 2025-08-14 | 13F | Clg Llc | 43 194 | 1,95 | 1 289 | 17,73 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 14 248 | 3,84 | 425 | 20,06 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 476 | 14 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 530 | 16 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 420 615 | 0,66 | 42 391 | 16,24 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 124 656 | 9,89 | 3 720 | 26,89 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 311 581 | 2,04 | 9 298 | 17,83 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 163 | 1,19 | 244 | 16,83 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 417 258 | 0,85 | 12 451 | 16,45 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10 670 | 4,56 | 318 | 20,91 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 551 634 | 7,75 | 46 | 24,32 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 11 854 | 1,52 | 354 | 17,28 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 354 233 | 96,47 | 10 570 | 126,92 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 262 231 | 4,03 | 7 825 | 20,13 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 65 000 | 8,89 | 1 940 | 25,75 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 119 304 | 2,08 | 3 560 | 19,62 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 318 798 | 0,53 | 9 513 | 16,08 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7 275 | 217 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 129 | 4 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 474 | 74 | ||||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 207 218 | 6 183 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146 843 | 4,57 | 4 | 33,33 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 146 839 | 1,80 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 8 748 | 1,50 | 261 | 17,57 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 410 | 96,11 | 42 | 133,33 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 47 685 | 62,18 | 1 423 | 87,35 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 104 254 | 70,45 | 3 | 200,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 661 | 20 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 9 735 | 8,53 | 290 | 25,54 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 192 928 | 279,01 | 5 757 | 337,72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 593 258 | 13 016,47 | 17 703 | 15 160,34 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 172 296 | 3,51 | 34 981 | 19,54 | ||||
| 2025-08-07 | 13F | PFG Advisors | 60 898 | 7,35 | 1 817 | 24,03 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 292 262 | 11,00 | 8 721 | 28,19 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 249 247 | 16,36 | 7 438 | 34,36 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 569 891 | 17 006 | ||||||
| 2025-07-21 | 13F | Quent Capital, LLC | 226 264 | 566,70 | 6 752 | 670,66 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 35 452 | 68,15 | 1 058 | 94,30 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 990 | 298 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 22 649 | 676 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 9 645 | 544,29 | 288 | 655,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 188 787 | 5 633 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 70 | 2 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 3 228 | 46,33 | 96 | 68,42 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 134 056 | 13,45 | 4 000 | 31,02 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 134 103 | 2,94 | 4 002 | 18,87 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 649 | 19 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 38 778 | 1 157 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 156 | 5 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 625 | 13,84 | 19 | 28,57 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 361 849 | 6,57 | 10 798 | 23,07 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 20 292 | 15,43 | 606 | 33,26 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 127 224 | 4,44 | 3 796 | 20,62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 9 224 | 19,56 | 275 | 38,19 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 19 259 | 0,21 | 575 | 15,73 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 16 938 | 18,70 | 505 | 37,23 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 18 469 | 551 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 93 941 | 20,93 | 2 803 | 39,66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 636 289 | 4,59 | 18 987 | 20,78 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 102 848 | 1,84 | 3 175 | 13,40 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 394 531 | 8,85 | 11 773 | 25,70 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 289 787 | 7,29 | 8 647 | 23,90 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 74 347 | 2 219 | ||||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 346 | 9 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 7 624 | 228 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 225 769 | 14,28 | 6 737 | 31,97 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 1 083 846 | 1,23 | 32 342 | 16,90 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 134 710 | 8,13 | 3 481 | 13,76 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10 569 | 10,57 | 324 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 13 699 | 5,27 | 409 | 21,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42 784 | 21,07 | 1 | |||||
| 2025-08-08 | 13F | Creative Planning | 2 089 206 | 15,74 | 62 342 | 33,66 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 82 871 | 55,13 | 2 473 | 88,56 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 254 682 | 9,30 | 7 600 | 26,21 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 59 849 | 458,14 | 1 786 | 544,40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 106 376 | 15,65 | 3 174 | 33,59 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 119 197 | 10,91 | 3 557 | 28,05 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 7 176 | 214 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17 085 | 10,50 | 510 | 25,99 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 271 668 | 8,31 | 8 107 | 25,07 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 243 971 | 3,68 | 37 120 | 19,73 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 371 128 | 16,73 | 11 074 | 34,80 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 17 224 | 1,19 | 514 | 16,86 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 401 786 | 26,04 | 11 989 | 45,55 |
