Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF inkluderar Maseco Llp, Summit Wealth Group Llc / Co, Strathmore Capital Advisors, Inc., Concord Asset Management, LLC/VA, XY Planning Network, Inc., Creative Planning, M. Kulyk & Associates, LLC, Greenspring Advisors, LLC, Root Financial Partners, LLC, och Signature Resources Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 7 473 | 2,58 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9 616 | 33,04 | 504 | 35,48 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9 442 | 45,31 | 495 | 48,20 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 10 237 | 127,09 | 537 | 131,03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83 531 | 3,32 | 4 375 | 5,07 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 9 031 | 21,74 | 473 | 23,56 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 17 920 | 179 100,00 | 940 | 10,08 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 142 320 | 5,29 | 7 462 | 7,18 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 4 661 | 240 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 4 724 | 10,53 | 248 | 12,27 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 85 659 | 8,93 | 4 475 | 11,68 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 5 277 | 0,25 | 277 | 3,37 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 36 406 | 1 909 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 6 733 | 0,12 | 354 | 3,51 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 7 053 | 370 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 19 858 | 7,52 | 1 041 | 9,46 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 334 101 | 5,04 | 17 517 | 6,94 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36 919 | 371,87 | 1 936 | 381,34 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 12 470 | 39,97 | 654 | 42,58 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 52 613 | 11,16 | 2 759 | 13,17 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 659 | 0,15 | 35 | 3,03 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 8 060 | 68,62 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 190 988 | 9,44 | 10 013 | 11,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 10 611 | 3,45 | 556 | 5,30 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 4 264 | 3,04 | 224 | 4,69 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13 212 | 0,07 | 693 | 1,91 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 13 922 | 1,55 | 730 | 3,26 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 17 149 | 896 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 36 286 | 20,94 | 1 902 | 23,11 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 12 616 | 661 | ||||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 5 122 | 269 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5 914 | 310 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 158 678 | 7,78 | 8 319 | 9,72 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 14 131 | 4,31 | 741 | 6,17 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 48 932 | 21,03 | 2 566 | 23,20 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 5 377 | 2,52 | 282 | 4,07 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 4 545 | 2,43 | 238 | 4,39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10 752 | 3,51 | 564 | 5,43 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 6 977 | 366 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33 096 | 164,18 | 2 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 815 | 43 | ||||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 128 462 | 43,39 | 6 735 | 46,00 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 2 098 846 | 0,31 | 110 043 | 2,12 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 455 542 | 76 321 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 76 109 | 15,56 | 3 990 | 17,66 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 86 640 | 1,56 | 4 543 | 3,39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 43 206 | 771,44 | 2 265 | 788,24 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 157 566 | 7,88 | 8 261 | 9,84 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 23 726 | 1,37 | 1 244 | 3,15 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3 902 | 205 |
