Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF inkluderar Quantum Financial Advisors, LLC, Concord Asset Management, LLC/VA, AssuredPartners Investment Advisors, LLC, Fundamentun, Llc, Maseco Llp, Financial Engines Advisors L.L.C., Red Lighthouse Investment Management, Llc, Cahill Wealth Management, LLC, Elser Financial Planning, Inc, Main Street Financial Solutions, LLC, Dynamic Advisor Solutions LLC, Kiker Wealth Management, LLC, Wealthcare Advisory Partners LLC, Equitable Holdings, Inc., Gts Securities Llc, Destination Wealth Management, Firethorn Wealth Partners, Llc, Legacy Investment Solutions, LLC, Bank Of America Corp /de/, och Stephens Consulting, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 9 697 | 493 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 82 345 | 9,22 | 4 | 33,33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 69 114 | 0,66 | 3 509 | 0,72 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 225 384 | 337,93 | 11 450 | 572 350,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 200 | 93,15 | 112 | 94,74 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 45 125 | 206,04 | 2 290 | 206,15 | ||||
| 2025-07-29 | 13F | Schubert & Co | 16 825 | 1,09 | 854 | 1,07 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 12 446 | 632 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 121 313 | 4,71 | 6 157 | 4,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 175 817 | 93,05 | 8 923 | 93,12 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 147 868 | 2,21 | 7 490 | 2,07 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 5 325 | 3,30 | 270 | −1,82 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1 813 | 92 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 746 | 292 | ||||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 158 674 | 3,82 | 8 053 | 3,86 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 16 855 | 2,18 | 855 | 2,27 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 23 283 | 2,58 | 1 182 | 2,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 962 | 0,05 | 100 | 0,00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10 288 | 342 833,33 | 522 | 0,38 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 185 | 9 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31 138 | 52,12 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 562 502 | 28,52 | 28 547 | 28,57 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 68 986 | 3 501 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 4 047 | 1,10 | 205 | 0,99 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 6 471 | 0,83 | 328 | 0,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 64 431 | 13,90 | 3 270 | 13,94 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 178 909 | 27,28 | 9 080 | 27,34 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 52 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 947 | 302 | ||||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 222 682 | 6,36 | 11 301 | 6,40 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 9 353 | 63,34 | 475 | 63,45 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 9 933 | 504 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14 674 | 745 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 4 121 | 0,88 | 209 | 0,97 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 68 703 | 1,26 | 3 487 | 1,31 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18 594 | 41,35 | 944 | 41,38 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 404 800 | 4,14 | 20 544 | 4,18 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 29 711 | 20,39 | 1 508 | 20,46 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 130 489 | 99,11 | 6 622 | 99,22 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 768 | 242 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 935 | 63,78 | 504 | 64,17 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 298 810 | 5,79 | 15 165 | 5,83 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 25 794 | 33,03 | 1 309 | 33,16 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 138 562 | 4,27 | 7 032 | 4,32 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 98 732 | 22,31 | 5 011 | 22,34 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 67 | 34,00 | 3 | 50,00 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 15 460 | 63,03 | 785 | 62,99 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 67 000 | 0,75 | 3 400 | 0,80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 447 866 | 12,43 | 22 711 | 12,37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4 797 | 6,15 | 243 | 6,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 98 600 | 15,92 | 5 004 | 15,94 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 486 | 1,99 | 380 | 1,88 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 34 825 | 160,86 | 1 767 | 161,00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 16 477 | 25,67 | 836 | 25,71 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 58 196 | 17,48 | 2 953 | 17,56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 99 840 | 292,28 | 5 067 | 292,41 | ||||
| 2025-08-14 | 13F | Betterment LLC | 35 761 | 29,85 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1 332 | 1,06 | 68 | 1,52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 21 348 | 294,97 | 1 083 | 295,26 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 22 745 | 4,09 | 1 154 | 4,15 | ||||
| 2025-07-15 | 13F | Maseco Llp | 25 140 | 1 275 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5 000 | 254 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 305 | 0,99 | 0 | |||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 185 413 | 9 410 | ||||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 23 710 | 88,50 | 1 203 | 88,56 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 4 638 | 235 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 68 703 | 3 487 | ||||||
| 2025-08-08 | 13F | Creative Planning | 67 651 | 113,24 | 3 433 | 113,36 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 322 284 | 6,91 | 16 356 | 6,94 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 51 289 | 2 603 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 414 416 | 8,87 | 21 032 | 8,91 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 4 228 | 215 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 5 900 | 299 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 993 | 0,85 | 406 | 0,75 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 103 871 | 9,81 | 5 271 | 9,86 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 608 625 | 14,83 | 30 888 | 14,88 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 67 959 | 13,16 | 3 449 | 13,20 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2 929 200 | 4,56 | 148 657 | 4,60 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 51 027 | 2 590 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 53 337 | 49,47 | 2 707 | 49,50 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 73 025 | 23,28 | 3 706 | 23,37 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 26 519 | 1 346 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7 102 | 360 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 68 635 | 16,16 | 3 | 50,00 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 168 610 | 1,51 | 8 565 | 1,66 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 125 447 | 1,95 | 6 366 | 2,00 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 10 883 | 148,07 | 552 | 148,65 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 183 205 | 3,24 | 9 327 | 3,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 167 719 | 7,97 | 8 512 | 8,01 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 8 634 | 0,64 | 438 | 0,69 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 42 497 | 4,93 | 2 157 | 4,97 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 145 | 58 |
