Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF inkluderar Avestar Capital, LLC, Rsm Us Wealth Management Llc, 3 Factor Indexing, Llc, GK Wealth Management LLC, Everest Financial Group LLC, Tillman Hartley LLC, Susquehanna International Group, Llp, Aspen Capital Management, LLC, SageOak Financial, LLC, Mustard Seed Financial, LLC, Royal Bank Of Canada, Verum Partners LLC, WPWealth LLP, Oceanside Advisors LLC, Henrickson Nauta Wealth Advisors, Inc., Fifth Third Bancorp, Embree Financial Group, CSP Financial Group, LLC, Summit Financial, LLC, och Integrated Advisors Network 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 48 158 | 2 442 | ||||||
| 2026-04-28 | 13F | Planning Center, Inc. | 3 552 627 | 3,97 | 180 154 | 4,10 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 2 394 | 7,89 | 121 | 8,04 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 38 200 | 54,66 | 1 937 | 54,84 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 607 348 | 12,65 | 30 799 | 12,78 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 6 745 | 342 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 16 979 | 861 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 240 613 | 46,26 | 12 201 | 46,44 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 184 504 | 24,73 | 9 365 | 25,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 69 266 | 740,20 | 4 | |||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 9 580 | 0,74 | 486 | 0,83 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 28 600 | 17,01 | 1 450 | 17,22 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 9 335 | 473 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2 830 | 144 | ||||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 11 784 | 1 | ||||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 6 949 | 352 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 8 697 | 6,10 | 441 | 6,27 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 80 255 | 0,40 | 4 070 | 0,52 | ||||
| 2026-05-12 | 13F | Creative Planning | 152 697 | 47,71 | 7 743 | 47,91 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 28 647 | 20,49 | 1 453 | 20,60 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 47 414 | 366,12 | 2 405 | 366,80 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 19 031 | 32,73 | 965 | 32,92 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 30 251 | 19,01 | 1 534 | 19,19 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 290 | 1,05 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 8 357 | 38,75 | 424 | 38,69 | ||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 197 755 | 3,58 | 10 028 | 3,70 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 45 529 | 11,76 | 2 309 | 11,88 | ||||
| 2026-04-28 | 13F | Schubert & Co | 8 851 | 12,37 | 449 | 12,56 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 72 337 | 0,88 | 3 669 | 0,99 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 238 848 | 6,57 | 12 112 | 6,69 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 13 982 | 18,71 | 709 | 18,96 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 16 714 | 848 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 60 381 | 3 062 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 98 472 | 22,05 | 4 994 | 22,20 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 4 979 | 10,67 | 252 | 11,01 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7 485 | 380 | ||||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 184 420 | 18,06 | 9 352 | 18,19 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 6 271 | 8,53 | 318 | 8,90 | ||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 82 029 | 3,24 | 4 160 | 3,35 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 7 408 | 15,52 | 376 | 15,74 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 28 476 | 134,49 | 1 444 | 135,18 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 4 215 | 214 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 129 381 | 1 730,26 | 6 561 | 1 732,40 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 115 300 | 14,05 | 5 847 | 14,18 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 39 410 | 7,47 | 1 998 | 7,59 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 10 833 | 549 | ||||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 20 551 | 1 042 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 7 439 | 1,35 | 377 | 1,08 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 250 | 13 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 42 879 | 199,92 | 2 174 | 200,28 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 127 718 | 6 477 | ||||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 47 403 | 2 404 | ||||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 36 302 | 92,16 | 1 841 | 92,47 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 14 305 | 3,61 | 725 | 3,72 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 13 806 | 700 | ||||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 16 999 | 19,51 | 862 | 19,72 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 139 804 | 6,19 | 7 089 | 6,31 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 514 370 | 17,82 | 76 794 | 17,96 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 363 353 | 5,16 | 18 426 | 5,28 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 483 517 | 37,97 | 24 519 | 38,14 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 383 900 | 2,92 | 19 468 | 3,04 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 39 254 | 19,50 | 1 991 | 19,66 | ||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 16 460 | 9,36 | 835 | 9,45 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 47 941 | 0,83 | 2 431 | 0,96 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 3 945 | 200 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 18 448 | 21,04 | 935 | 21,27 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 6 217 | 10,52 | 315 | 10,92 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 91 267 | 6,63 | 4 628 | 6,76 | ||||
| 2026-04-21 | 13F | Maseco Llp | 6 652 | 107,10 | 337 | 108,02 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 7 039 | 0,76 | 357 | 0,85 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 64 438 | 18,19 | 3 268 | 18,24 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 5 915 | 0,05 | 300 | 0,00 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 32 627 | 7,92 | 1 655 | 8,03 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 46 795 | 114,33 | 2 373 | 114,66 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 140 258 | 33,70 | 7 112 | 33,86 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 7 194 | 7,37 | 365 | 7,37 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 4 175 | 0,75 | 212 | 0,96 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 17 220 | 873 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 82 410 | 48,93 | 4 179 | 49,14 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 68 341 | 3 463 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 24 633 | 11,03 | 1 249 | 11,22 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 118 270 | 154,49 | 5 997 | 154,87 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 35 310 | 24,15 | 1 791 | 24,31 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 29 458 | 0,68 | 1 494 | 0,81 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 11 648 | 591 | ||||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 1 091 | 55 | ||||||
| 2026-05-01 | 13F | Navigoe, LLC | 74 378 | 42,18 | 4 | 50,00 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 148 280 | 6,29 | 7 386 | 4,53 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 49 362 | 2 503 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 737 706 | 14,74 | 37 409 | 14,88 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 95 575 | 44,67 | 4 847 | 44,83 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 9 106 | 19,49 | 462 | 19,74 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 226 682 | 6,44 | 11 495 | 6,57 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 212 340 | 998,16 | 10 768 | 999,80 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 145 713 | 7 389 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 560 | 7,28 | 28 | 7,69 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 4 200 | 213 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 33 692 | 0,53 | 1 709 | 0,65 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 26 | 1 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 7 001 | 355 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 103 113 | 10,89 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 298 | 66 | ||||||
| 2026-04-13 | 13F | White Wing Wealth Management | 24 329 | 19,65 | 1 234 | 19,83 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 50 057 | 0,00 | 2 538 | 0,12 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 14 491 | 58,04 | 735 | 58,19 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 17 990 | 912 | ||||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 68 341 | 46,85 | 3 463 | 46,88 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 830 | 42 | ||||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 231 684 | 4,67 | 11 749 | 4,79 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 273 313 | 13 860 | ||||||
| 2026-04-14 | 13F | Onyx Financial Advisors, LLC | 227 112 | 10,97 | 11 517 | 11,09 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 22 317 | 16,35 | 1 132 | 16,48 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4 510 | 643,00 | 229 | 660,00 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 59 961 | 52,07 | 3 041 | 52,23 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 6 123 | 28,04 | 310 | 28,10 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 5 772 | 0,12 | 293 | 0,00 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 91 892 | 2,21 | 4 663 | 2,39 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 72 340 | 1 081,25 | 3 668 | 1 083,23 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 126 456 | 70,27 | 6 413 | 70,49 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 515 043 | 13,33 | 26 118 | 13,46 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 40 212 | 0,53 | 2 039 | 0,64 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 11 664 | 591 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 94 182 | 342,40 | 4 786 | 343,97 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 74 218 | 36,85 | 3 764 | 36,99 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 73 985 | 11,76 | 3 756 | 11,92 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 29 815 | 1 512 | ||||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 340 234 | 5,17 | 17 253 | 5,30 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 76 946 | 48,91 | 3 901 | 49,06 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 568 272 | 0,43 | 28 817 | 0,55 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 495 047 | 4,91 | 25 104 | 5,03 |
