Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF inkluderar Maseco Llp, Thrivent Financial For Lutherans, Hill Island Financial Llc, Triune Financial Partners, LLC, Cerity Partners LLC, Aspen Capital Management, LLC, Premier Financial Group, HighTower Advisors, LLC, Wealth Management Strategies, Inc., Sellwood Investment Partners LLC, Envestnet Asset Management Inc, Midwest Trust Co, Tanager Wealth Management LLP, United Wealth Management, LLC, och Mills Wealth Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 21 636 | 7,88 | 823 | 21,93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16 222 | 1,66 | 617 | 14,26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 071 | 0,02 | 459 | 13,05 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 30 796 | 6,98 | 1 172 | 20,95 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 18 254 | 695 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 57 274 | 2,04 | 2 180 | 15,29 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1 224 | 28,17 | 47 | 53,33 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 124 892 | 4 787 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 453 | 5,38 | 360 | 18,87 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 305 892 | 1,12 | 11 642 | 14,27 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 7 996 | 8,36 | 304 | 22,58 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10 247 | 4,50 | 0 | |||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 17 625 | 1,08 | 671 | 22,71 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 71 492 | 10,87 | 2 721 | 25,29 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 264 639 | 0,67 | 10 072 | 13,77 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 10 097 | 19,52 | 384 | 35,21 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 800 | 166,67 | 30 | 200,00 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 9 272 | 0,21 | 353 | 13,18 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 30 733 | 34,03 | 1 170 | 51,42 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 72 913 | 64,20 | 2 775 | 85,62 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 46 837 | 1 783 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 849 | 6,99 | 337 | 30,12 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 8 359 | 10,97 | 318 | 25,69 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 141 811 | 17,29 | 5 397 | 32,54 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 900 | 0,46 | 148 | 12,98 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 21 443 | 3,44 | 816 | 16,91 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 55 089 | 2 097 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1 368 | 0,74 | 52 | 15,56 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 5 411 | 206 | ||||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 7 261 | 276 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 145 | 0,69 | 6 | 25,00 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 396 139 | 0,13 | 15 077 | 13,16 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 180 | 58 900,00 | 45 | 12,82 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 537 973 | 71,98 | 20 475 | 94,35 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 51 928 | 8,53 | 1 966 | 29,17 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 77 | 1,32 | 3 | 0,00 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 7 440 | 251 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 315 | 240 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29 778 | 1 168 | ||||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 21 400 | 1,46 | 814 | 14,65 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 15 102 | 0,31 | 575 | 13,21 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 5 422 | 206 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 126 792 | 2,73 | 4 826 | 16,10 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 458 | 0,66 | 17 | 13,33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 122 146 | 5 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 351 894 | 5,86 | 13 393 | 19,63 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 6 312 | 0,59 | 240 | 13,74 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 11 592 | 9,67 | 441 | 24,23 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 47 098 | 1 793 | ||||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 264 706 | 21,44 | 10 075 | 37,23 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 222 203 | 34,03 | 8 457 | 51,50 | ||||
| 2025-07-16 | 13F | Jentner Corp | 8 551 | 3,34 | 325 | 16,91 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 6 631 | 4,10 | 252 | 17,76 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 961 | 8,47 | 37 | 24,14 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 504 | 0,74 | 58 | 11,54 | ||||
| 2025-08-14 | 13F | Fmr Llc | 32 | 1 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 74 936 | 8,20 | 2 852 | 22,30 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 12 943 | 511 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 43 944 | 2,15 | 1 673 | 15,47 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4 102 | 6,82 | 156 | 20,93 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 5 268 | 200 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 12 032 | 44,93 | 458 | 63,80 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 31 932 | 5,99 | 1 215 | 19,82 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 13 808 | 1,23 | 526 | 14,38 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 75 | 3 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7 766 | 296 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 89 766 | 3,05 | 3 416 | 16,47 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 12 747 | 93,93 | 485 | 119,46 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 10 217 | 25,29 | 389 | 41,61 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 42 127 | 3,12 | 1 603 | 16,58 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3 405 | 4,03 | 130 | 17,27 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 6 560 | 0,44 | 250 | 13,70 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 16 284 | 0,66 | 620 | 13,79 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 207 019 | 7 879 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 210 308 | 1,91 | 7 083 | 3,61 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6 253 | 238 | ||||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 148 343 | 154,58 | 5 646 | 187,72 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 49 829 | 8,39 | 1 896 | 22,48 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5 445 | 207 | ||||||
| 2025-08-13 | 13F | RW Investment Management LLC | 27 435 | 0,02 | 1 044 | 13,11 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 16 037 | 0,61 | 610 | 13,81 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 454 | 0,22 | 0 | |||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 66 500 | 17,44 | 2 531 | 32,67 | ||||
| 2025-07-15 | 13F | Maseco Llp | 548 175 | 20 864 | ||||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 19 960 | 0,08 | 760 | 13,11 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 14 790 | 0,04 | 563 | 13,08 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 777 | 346,55 | 29 | 480,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 294 | 292,00 | 11 | 266,67 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 12 892 | 6,24 | 491 | 20,10 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 6 074 | 231 |
