Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF inkluderar Maseco Llp, Hill Island Financial Llc, Thrivent Financial For Lutherans, Triune Financial Partners, LLC, Mml Investors Services, Llc, Cerity Partners LLC, Premier Financial Group, Schubert & Co, Sellwood Investment Partners LLC, Fund Evaluation Group, LLC, Cambridge Investment Research Advisors, Inc., Blue Oak Capital, LLC, Prime Buchholz LLC, First Affirmative Financial Network, XY Planning Network, Inc., Robinson Smith Wealth Advisors Llc, Accurate Wealth Management, LLC, Integrity Wealth Solutions LLC, Brown Advisory 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 81 859 | 80,16 | 3 226 | 103,53 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 104 102 | 0,97 | 4 103 | 14,04 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 30 226 | 12,48 | 1 191 | 27,11 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13 336 | 99,19 | 526 | 125,32 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 10 823 | 5,76 | 427 | 19,33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7 097 | 0,60 | 280 | 9,41 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 174 | 11,92 | 46 | 27,78 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 43 886 | 2,18 | 1 730 | 20,49 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 70 677 | 4,76 | 2 785 | 18,36 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 13 073 | 30,03 | 515 | 47,14 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 111 411 | 18,40 | 4 391 | 33,72 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 6 045 | 238 | ||||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 6 814 | 269 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 5 856 | 231 | ||||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 13 534 | 533 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 254 144 | 5,82 | 10 016 | 19,53 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 56 397 | 18,30 | 2 223 | 33,29 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 11 929 | 24,35 | 469 | 33,24 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 6 181 | 216 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 | 0 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 103 | 0,98 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 305 | 301,32 | 12 | 500,00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 17 455 | 15,58 | 687 | 36,11 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 12 289 | 1,78 | 484 | 14,96 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 180 007 | 17,93 | 7 094 | 33,22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 303 | 9,52 | 130 | 23,81 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 44 471 | 1 781 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 13 475 | 3,76 | 531 | 17,22 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 21 011 | 0,19 | 828 | 13,27 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 41 239 | 1,29 | 1 625 | 14,44 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 429 761 | 0,96 | 16 937 | 14,04 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 8 375 | 10,12 | 330 | 24,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 29 482 | 17,89 | 1 162 | 33,14 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 6 604 | 4,59 | 260 | 18,18 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 694 253 | 3,03 | 27 360 | 16,38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12 755 | 18,60 | 503 | 33,87 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 6 650 | 0,99 | 262 | 14,41 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 295 | 29 400,00 | 12 | |||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 8 666 | 22,13 | 342 | 38,06 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 560 620 | 5,80 | 22 094 | 19,51 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 7 341 | 1,27 | 289 | 14,68 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 31 854 | 104,51 | 1 255 | 131,12 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1 613 | 23,60 | 64 | 40,00 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 50 684 | 1,11 | 1 997 | 14,18 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 138 880 | 0,17 | 5 473 | 13,15 | ||||
| 2025-07-15 | 13F | Maseco Llp | 843 506 | 33 238 | ||||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 10 812 | 0,29 | 426 | 13,30 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 7 885 | 311 | ||||||
| 2025-07-29 | 13F | Schubert & Co | 24 904 | 981 | ||||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 77 359 | 9,53 | 3 049 | 23,70 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 7 527 | 17,15 | 297 | 32,14 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 229 002 | 8 899 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 154 343 | 6,36 | 6 036 | 23,08 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5 588 | 220 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 632 | 1,28 | 25 | 20,00 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 209 354 | 0,58 | 8 251 | 13,61 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 322 948 | 2,50 | 12 727 | 15,78 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 77 558 | 37,96 | 3 057 | 55,84 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 30 743 | 34,53 | 1 212 | 51,94 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 45 754 | 6,15 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 2 860 | 71 400,00 | 113 | 25,84 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 185 505 | 7 311 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 29 986 | 0,39 | 1 182 | 13,34 | ||||
| 2025-08-14 | 13F | Betterment LLC | 63 975 | 22,55 | 3 | 100,00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 5 746 | 226 | ||||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 6 364 | 0,32 | 251 | 13,12 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 8 184 | 112,68 | 323 | 140,30 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4 479 | 1,31 | 176 | 14,29 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 31 045 | 1,26 | 1 223 | 14,41 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 14 431 | 569 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 20 033 | 0,01 | 807 | 8,61 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 17 370 | 141,59 | 606 | 30 200,00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 829 | 231 | ||||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 173 376 | 0,69 | 6 833 | 13,73 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 226 384 | 47,29 | 8 922 | 66,37 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 16 594 | 27,77 | 654 | 44,15 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 371 380 | 35,48 | 14 636 | 53,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 152 210 | 85,55 | 45 409 | 109,58 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 9 110 | 126,50 | 359 | 156,43 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 10 892 | 429 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9 409 | 12,76 | 371 | 27,15 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 594 | 1,19 | 23 | 9,52 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 13 780 | 0,53 | 543 | 13,60 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 113 442 | 4 471 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 185 790 | 4,10 | 7 322 | 17,59 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 90 282 | 1,91 | 3 558 | 15,15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 523 | 0,19 | 21 | 11,11 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 112 255 | 0,70 | 4 424 | 13,73 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 24 716 | 19,79 | 974 | 35,47 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 37 012 | 1 485 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 206 030 | 2,47 | 8 120 | 15,75 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 106 761 | 45,81 | 4 207 | 64,72 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 19 688 | 62,52 | 1 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 80 399 | 11,99 | 3 169 | 26,52 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12 536 | 1,78 | 494 | 15,15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 728 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 140 | 201,31 | 163 | 246,81 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 3 273 | 13,69 | 129 | 33,33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24 935 | 141,24 | 983 | 172,78 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 306 | 84,34 | 12 | 100,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 45 064 | 2 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 114 575 | 12,71 | 4 515 | 27,33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 63 082 | 0,25 | 2 486 | 13,26 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 11 884 | 38,91 | 468 | 57,05 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 10 710 | 0,85 | 422 | 14,05 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 11 773 | 21,13 | 464 | 36,58 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 14 303 | 7,15 | 564 | 21,08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 134 529 | 5 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 391 | 55 |
