Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional International High Profitability ETF inkluderar Kestra Investment Management, LLC, Financial Consulate, Inc, Premier Financial Group, Corrigan Financial, Inc., McElhenny Sheffield Capital Management, LLC, M Holdings Securities, Inc., Sentinel Wealth Management, Inc., Summit Wealth Group Llc / Co, Kestra Private Wealth Services, Llc, Everest Management Corp., Cascade Wealth Advisors, Inc, Bragg Financial Advisors, Inc, Dorsey & Whitney Trust CO LLC, Rsm Us Wealth Management Llc, Poinciana Advisors Group, Llc, Great Valley Advisor Group, Inc., Lauterbach Financial Advisors, LLC, RAM Investment Partners, LLC, Beacon Financial Advisory LLC, och First Financial Group Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Brighton Jones Llc | 13 453 | 8,54 | 397 | 18,92 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 35 685 | 16,56 | 1 052 | 27,67 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14 905 | 13,54 | 440 | 24,01 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 840 775 | 54 284 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 7 360 | 217 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 64 431 | 9,20 | 1 900 | 19,57 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 296 255 | 4,40 | 8 737 | 14,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 224 139 | 9,30 | 65 590 | 19,64 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 59 296 | 0,19 | 1 749 | 9,66 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 8 612 | 254 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65 478 | 9,32 | 1 925 | 18,53 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 855 214 | 112,11 | 25 220 | 132,19 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 119 328 | 7,27 | 3 525 | 17,11 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 403 | 1 200,00 | 12 | |||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 1 697 956 | 0,87 | 50 073 | 10,42 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 135 | 1,07 | 33 | 10,00 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2 180 301 | 2,14 | 64 297 | 11,81 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 161 725 | 56,07 | 4 769 | 70,87 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6 859 | 202 | ||||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 537 932 | 0,92 | 15 864 | 10,47 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 165 485 | 2,88 | 4 880 | 12,62 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 13 954 | 21,47 | 412 | 33,01 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 36 041 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 25 252 358 | 11,71 | 744 692 | 22,28 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 006 | 354 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 20 948 | 616 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 296 694 | 12,13 | 8 750 | 22,74 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 29 268 | 2,77 | 863 | 20,19 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 257 652 | 67,32 | 7 598 | 83,17 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 20 652 | 45,05 | 609 | 59,01 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 11 720 | 11,61 | 346 | 22,34 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 0 | ||||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 6 978 | 206 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 19 558 | 18,93 | 577 | 30,02 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 133 407 | 2,24 | 3 934 | 11,92 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 585 894 | 15 784 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 34 992 | 0,62 | 1 041 | 14,02 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 241 724 | 5,89 | 7 126 | 22,10 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 110 156 | 3 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6 894 | 203 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 86 952 | 7,85 | 2 564 | 18,05 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 58 322 | 12,25 | 1 720 | 22,87 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 42 019 | 1 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23 514 | 693 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 486 699 | 1,20 | 14 353 | 10,77 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 222 066 | 11,76 | 6 549 | 22,35 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23 936 337 | 14,20 | 705 883 | 25,01 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 21 135 | 0,13 | 623 | 9,68 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 351 | 217 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 13 957 | 8,16 | 412 | 18,44 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 671 718 | 5,53 | 19 749 | 23,60 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 8 181 | 241 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 384 277 | 1,51 | 129 292 | 11,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 94 606 | 14,04 | 2 790 | 24,84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 22 481 | 52,94 | 663 | 67,59 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 595 | 0 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 200 046 | 67,65 | 6 | 66,67 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 98 344 | 25,99 | 2 900 | 37,96 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 8 600 | 254 | ||||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 315 038 | 2,18 | 9 290 | 11,85 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11 042 | 4,28 | 326 | 14,04 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 10 773 | 3,42 | 318 | 13,21 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 103 | 33 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 160 009 | 0,12 | 4 719 | 9,59 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 204 511 | 0,88 | 5 510 | 7,72 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 8 267 | 1,09 | 244 | 10,45 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 364 486 | 2,43 | 10 749 | 12,13 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 9 172 | 0,22 | 270 | 4,65 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7 675 | 226 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59 581 | 4,60 | 1 757 | 14,54 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 027 563 | 9,52 | 30 | 20,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10 695 | 32,99 | 315 | 45,83 | ||||
| 2025-07-31 | 13F | City State Bank | 16 500 | 9 066,67 | 487 | 12 050,00 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 6 458 111 | 1,92 | 173 982 | 8,83 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 330 | 10 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 995 438 | 16,57 | 29 355 | 27,60 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 67 582 | 3,40 | 1 990 | 13,01 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 29 664 | 31,41 | 875 | 43,75 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1 849 | 55 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19 046 | 6,04 | 562 | 15,43 | ||||
| 2025-07-15 | 13F | Maseco Llp | 4 751 | 140 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 7 218 | 213 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 141 280 | 8,79 | 4 166 | 19,10 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 146 | 0,24 | 122 | 9,91 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 110 951 | 4,50 | 3 271 | 14,34 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 97 370 | 3,48 | 2 871 | 13,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 345 714 | 4,21 | 10 195 | 14,09 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7 265 | 214 | ||||||
| 2025-07-21 | 13F | 25 Llc | 8 519 | 3,17 | 251 | 13,06 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 54 013 | 3,87 | 1 593 | 13,71 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 023 | 142,62 | 89 | 169,70 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8 687 | 256 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 17 799 | 525 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 49 323 | 21,58 | 1 455 | 33,15 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14 497 | 4 042,00 | 428 | 4 644,44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 172 169 | 10,66 | 5 077 | 21,14 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 087 | 1,12 | 32 | 14,29 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 95 327 | 15,66 | 2 811 | 26,62 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 103 000 | 103 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 86 550 | 7,44 | 2 552 | 17,60 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 13 708 | 404 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 47 597 | 23,61 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 190 974 | 12,38 | 5 632 | 23,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 271 247 | 0,48 | 7 999 | 10,00 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 265 197 | 12,41 | 7 821 | 23,05 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9 332 | 3,07 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 510 | 15 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 378 054 | 40,00 | 11 149 | 53,26 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 435 299 | 2,55 | 12 837 | 12,25 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 168 825 | 2,93 | 5 066 | 9,63 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 16 404 | 484 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 25 605 | 755 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 11 245 | 332 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 13 555 | 1,67 | 400 | 11,14 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 376 040 | 0,39 | 11 089 | 9,89 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 926 | 18,74 | 57 | 30,23 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 12 745 | 376 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 315 333 | 12,53 | 9 299 | 23,18 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 25 786 | 1,39 | 760 | 10,95 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 18 577 | 4,98 | 548 | 14,92 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 326 621 | 3,01 | 9 632 | 12,76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169 298 | 41,23 | 4 993 | 54,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 157 604 | 1 268,21 | 4 648 | 1 399,03 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1 245 030 | 65,71 | 36 716 | 81,40 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 930 719 | 31,48 | 27 224 | 48,14 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 149 782 | 14,16 | 4 417 | 24,99 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 201 288 | 1,58 | 5 936 | 11,18 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 151 974 | 1,50 | 4 482 | 11,11 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10 038 | 50 090,00 | 296 | −5,13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 12 915 929 | 102,50 | 380 891 | 121,66 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 124 502 | 16,72 | 3 672 | 27,78 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 56 264 | 84,65 | 1 659 | 102,32 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 170 625 | 5,87 | 5 032 | 15,89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 227 | 1 507,22 | 125 | 1 671,43 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 9 729 | 2,64 | 287 | 12,16 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 354 680 | 9,54 | 10 459 | 19,92 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 13 643 | 20,91 | 402 | 32,67 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 832 618 | 24 554 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 25 788 | 16,29 | 760 | 27,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 43 268 | 14,89 | 1 276 | 25,74 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25 780 617 | 5,86 | 760 270 | 15,88 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18 783 | 59,87 | 506 | 70,95 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 105 561 | 462,00 | 3 113 | 515,02 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 48 639 | 509,51 | 1 434 | 570,09 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 662 876 | 19 648 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 97 295 | 13,28 | 2 869 | 24,04 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 70 209 | 33,98 | 2 070 | 46,70 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 63 053 | 3,62 | 1 859 | 13,42 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 66 953 | 39,45 | 1 974 | 52,67 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 22 730 | 670 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 112 834 | 29,23 | 3 327 | 41,45 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 36 049 | 13,00 | 1 063 | 23,75 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 25 036 | 20,01 | 738 | 31,55 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 58 979 | 10,01 | 1 739 | 20,43 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 10 448 | 0,91 | 308 | 10,79 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 82 337 | 8,23 | 2 428 | 18,50 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 2 888 479 | 0,79 | 85 181 | 10,34 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 7 286 | 30,18 | 215 | 42,67 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 166 | 5 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1 036 | 1,07 | 31 | 11,11 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 8 154 | 240 | ||||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 80 809 | 9,53 | 2 383 | 19,93 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 352 865 | 4,54 | 69 386 | 14,44 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 462 206 | 0,04 | 13 | 8,33 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 410 683 | 18,60 | 12 111 | 29,83 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 9 300 | 274 |
