Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional National Municipal Bond ETF inkluderar Sentinel Wealth Management, Inc., Forza Wealth Management, LLC, Tillman Hartley LLC, Concord Asset Management, LLC/VA, Sei Investments Co, Thrivent Financial For Lutherans, Fundamentun, Llc, EverSource Wealth Advisors, LLC, Meridian Wealth Management, LLC, Legacy Capital Wealth Partners, LLC, Cetera Investment Advisers, Kwmg, Llc, Midwest Trust Co, Level Financial Advisors, Inc., Equitable Holdings, Inc., Hanover Advisors Inc, Raymond James Financial Inc, och Smartleaf Asset 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 185 768 | 1,61 | 8 811 | 1,31 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 8 455 | 7,04 | 401 | 6,93 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 7 871 | 51,37 | 373 | 51,01 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 472 297 | 37,42 | 22 401 | 37,02 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 509 241 | 4,13 | 24 153 | 3,83 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28 171 | 4,58 | 1 336 | 4,29 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 234 555 | 1 713,34 | 11 125 | 1 708,78 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 40 051 | 2,76 | 1 900 | 2,43 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 18 086 | 3,22 | 858 | 2,88 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 5 775 | 274 | ||||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 53 681 | 2 546 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11 233 | 160,02 | 532 | 159,51 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 227 907 | 11,40 | 10 811 | 10,83 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 21 011 | 21,88 | 997 | 21,46 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 20 480 | 14,19 | 971 | 13,83 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 107 077 | 5 | ||||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 73 321 | 8,29 | 3 478 | 7,98 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 27 357 | 29,11 | 1 298 | 28,80 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 21 030 | 10,19 | 997 | 9,92 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 063 | 68,68 | 98 | 67,24 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10 556 | 0,74 | 501 | 0,40 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33 685 | 1,13 | 1 598 | 0,82 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 10 594 | 25,67 | 502 | 25,19 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8 326 | 395 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 6 197 | 0,73 | 294 | 0,34 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 156 680 | 291,37 | 7 431 | 290,28 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 65 171 | 1 187,71 | 3 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 38 351 | 98,99 | 1 819 | 98,58 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 423 | 1,48 | 352 | 1,44 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 20 202 | 6,18 | 958 | 5,86 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 38 427 | 6,28 | 1 823 | 5,99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 80 670 | 7,86 | 3 826 | 7,56 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 5 579 | 0,16 | 265 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 311 | 0,65 | 15 | 0,00 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 156 384 | 57,83 | 7 417 | 57,37 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 38 041 | 0,35 | 1 806 | −0,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 399 622 | 32,61 | 18 954 | 32,22 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 578 554 | 5,20 | 27 441 | 4,88 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24 099 | 2,82 | 1 143 | 2,60 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 17 674 | 74,47 | 838 | 74,22 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 42 496 | 5,45 | 2 | 100,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 781 593 | 4,96 | 37 071 | 4,65 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 553 864 | 75,64 | 26 270 | 75,13 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 821 988 | 2,36 | 38 987 | 2,05 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 75 876 | 8,72 | 3 599 | 8,41 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 940 | 11,24 | 92 | 12,20 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 60 980 | 1,19 | 2 892 | 0,91 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 370 076 | 1,48 | 17 553 | 1,19 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14 483 | 0,81 | 687 | 0,44 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 16 593 | 8,75 | 787 | 8,41 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 9 475 | 449 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 347 452 | 4 541,36 | 16 480 | 4 528,93 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 37 774 | 1 792 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 10 682 | 1,48 | 507 | 1,20 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 39 624 | 316,48 | 1 880 | 314,79 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 7 710 | 366 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 782 727 | 1,95 | 37 125 | 1,65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5 370 | 255 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5 267 | 250 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 23 903 | 4,76 | 1 134 | 5,49 | ||||
| 2025-08-14 | 13F | Betterment LLC | 22 393 | 91,39 | 1 | |||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 10 288 | 16,22 | 488 | 15,68 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5 921 | 1,06 | 281 | 0,72 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 589 215 | 0,70 | 28 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8 840 | 3,50 | 419 | 2,70 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 119 012 | 24,44 | 5 645 | 24,07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 114 | 5 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 7 377 | 43,08 | 350 | 42,45 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 9 043 | 2,40 | 429 | 1,90 | ||||
| 2025-07-21 | 13F | 25 Llc | 58 120 | 48,08 | 2 757 | 47,62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 076 | 383 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 573 | 1 571,74 | 359 | 1 609,52 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 66 155 | 187,71 | 3 138 | 187,01 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 50 665 | 0,45 | 2 403 | 0,17 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 7 935 | 38,36 | 376 | 38,24 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 7 775 | 19,80 | 369 | 19,48 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 478 | 0,63 | 23 | 0,00 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 64 040 | 0,30 | 3 037 | 0,00 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 27 888 | 0,07 | 1 323 | −0,23 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 1 503 402 | 36,13 | 71 306 | 35,73 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9 075 | 430 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 269 | 202 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 54 775 | 12,04 | 2 598 | 11,70 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 10 993 | 0,74 | 521 | 0,39 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 27 861 | 156,55 | 1 321 | 156,01 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 51 377 | 24,18 | 2 437 | 23,78 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 11 168 | 27,43 | 530 | 27,16 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 14 553 | 61,20 | 690 | 60,84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13 523 | 75,37 | 641 | 75,14 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 107 625 | 7,93 | 5 105 | 7,61 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 23 448 | 3 762,93 | 1 112 | 3 871,43 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5 729 | 6,98 | 271 | 7,54 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 37 726 | 293,80 | 1 789 | 293,19 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 164 192 | 158,62 | 7 788 | 157,85 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 22 300 | 1 058 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 94 002 | 10,87 | 4 463 | 11,99 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 9 168 | 41,81 | 435 | 41,37 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 22 204 | 131,05 | 1 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 090 487 | 4,42 | 99 152 | 4,12 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 793 418 | 6,00 | 37 632 | 5,70 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 460 | 40,38 | 69 | 40,82 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8 493 | 403 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10 631 | 1 214,09 | 504 | 1 226,32 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 6 622 | 1,96 | 314 | 1,95 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 90 000 | 4 269 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 27 861 | 1 321 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 35 837 | 89,04 | 1 700 | 88,57 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7 264 | 345 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 22 814 | 1,87 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 31 047 | 2,21 | 1 473 | 1,94 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 187 521 | 2,09 | 8 894 | 1,80 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 69 632 | 51,26 | 3 303 | 50,85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 147 | 19,35 | 54 | 20,00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 5 945 | 0,46 | 282 | 0,00 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 6 252 | 19,34 | 297 | 18,88 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 35 968 | 4,29 | 1 706 | 3,96 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 9 057 | 2,27 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 43 070 | 2,24 | 2 043 | 1,95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11 698 | 0,74 | 1 | |||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 12 554 | 113,87 | 595 | 112,50 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 119 085 | 53,90 | 5 648 | 53,48 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 22 638 | 2,51 | 1 074 | 3,27 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 44 840 | 2,50 | 2 127 | 2,21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 133 499 | 1,77 | 6 336 | 1,52 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 19 756 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 538 | 18,24 | 1 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 10 007 | 122,28 | 475 | 121,50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 504 | 10,05 | 356 | 9,57 |
