DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF - Institutionellt ägande - Säljare

Dimensional ETF Trust - Dimensional US Real Estate ETF
US ˙ ARCA

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-08-07 13F Allworth Financial LP 65 977 −5,09 1 548 −2,89
2025-07-30 13F Drive Wealth Management, Llc 0 −100,00 0
2025-08-06 13F Walkner Condon Financial Advisors LLC 22 025 −13,54 517 −14,71
2025-07-25 13F Total Clarity Wealth Management, Inc. 0 −100,00 0
2025-07-17 13F Sterling Wealth Advisors Inc 58 175 −12,63 1 368 −13,53
2025-07-30 13F Rehmann Capital Advisory Group 0 −100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 637 −79,33 15 −80,82
2025-07-22 13F Firethorn Wealth Partners, Llc 0 −100,00 0
2025-05-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-13 13F Elios Financial Group Inc. 192 487 −2,26 4 516 −3,55
2025-07-28 13F Axxcess Wealth Management, Llc 12 443 −10,72 292 −12,08
2025-07-18 13F PBMares Wealth Management LLC 195 204 −2,60 4 579 −3,86
2025-08-07 13F Tillman Hartley LLC 85 983 −4,94 2 017 −6,19
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-08-11 13F CFS Investment Advisory Services, LLC 0 −100,00 0
2025-07-16 13F Signature Resources Capital Management, LLC 1 266 −96,78 30 −96,90
2025-07-17 13F SC&H Financial Advisors, Inc. 11 964 −36,04 281 −36,94
2025-07-28 13F RCS Financial Planning, LLC 71 146 −11,09 1 669 −12,25
2025-07-25 13F Apollon Wealth Management, LLC 76 833 −0,45 1 803 −1,74
2025-07-16 13F Tru Independence Asset Management 2, Llc 11 322 −38,00 266 −38,94
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 14 888 −1,98 349 −3,32
2025-08-11 13F WPWealth LLP 49 343 −19,25 1 158 −20,32
2025-08-01 13F Heritage Wealth Management, Inc./Texas 12 195 −18,34 286 −19,21
2025-07-22 13F DBK Financial Counsel, LLC 30 270 −0,14 710 −1,39
2025-05-12 13F Fmr Llc 0 −100,00 0
2025-04-24 13F Monument Group Wealth Advisors, LLC 0 −100,00 0
2025-07-17 13F Dopkins Wealth Management, Llc 9 628 −2,27 226 −3,85
2025-08-14 13F Great Valley Advisor Group, Inc. 15 656 −62,58 367 −63,08
2025-05-15 13F Citadel Advisors Llc 0 −100,00 0 −100,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 27 172 −71,20 637 −71,61
2025-07-15 13F Garrett Investment Advisors LLC 58 062 −17,97 1 362 −19,02
2025-08-15 13F CI Private Wealth, LLC 54 523 −36,69 1 279 −37,52
2025-08-01 13F JDH Wealth Management, LLC 12 025 −2,72 282 −3,75
2025-07-16 13F Jentner Corp 15 558 −13,90 365 −15,15
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 2 140 208 −15,94 50 209 −17,03
2025-08-14 13F Essential Planning, LLC. 0 −100,00 0
2025-08-15 13F Morgan Stanley 226 −95,93 5 −96,21
2025-08-11 13F Aptus Capital Advisors, LLC 0 −100,00 0
2025-07-24 13F Wealth Advisors Northwest LLC 24 600 −41,21 577 −41,95
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-08-14 13F Monograph Wealth Advisors, Llc 28 386 −8,39 666 −9,65
2025-07-22 13F SOL Capital Management CO 17 540 −13,47 0
2025-07-31 13F Orion Capital Management LLC 718 −12,76 17 −15,79
2025-07-15 13F Fifth Third Bancorp 0 −100,00 0
2025-08-07 13F Fonville Wealth Management LLC 20 359 −0,57 478 −1,85
2025-07-25 13F Ruedi Wealth Management, Inc. 165 954 −7,06 3 893 −8,27
2025-08-13 13F American Investment Services, Inc. 24 350 −42,53 571 −43,30
2025-08-01 13F Envestnet Asset Management Inc 134 329 −10,74 3 151 −11,91
2025-07-18 13F Citrine Capital LLC 156 695 −3,54 3 676 −4,79
2025-07-30 13F Forum Financial Management, LP 402 347 −0,01 9 439 −1,31
2025-07-17 13F Northwest Wealth Management, Llc 15 761 −6,89 370 −8,21
2025-08-06 13F Commonwealth Equity Services, Llc 178 373 −54,53 4 −55,56
2025-07-11 13F Rockwood Wealth Management, LLC 183 985 −7,18 4 316 −8,38
2025-07-07 13F Global Wealth Strategies & Associates 0 −100,00 0
2025-07-29 13F BKD Wealth Advisors, LLC 122 589 −29,77 2 876 −30,69
2025-08-11 13F Root Financial Partners, LLC 1 054 361 −5,09 24 735 −6,32
2025-08-01 13F SwitchPoint Financial Planning, LLC 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 25 135 −0,05 589 −1,51
2025-08-07 13F Lakeridge Wealth Management LLC 29 745 −1,58 698 −2,92
2025-07-31 13F Glass Jacobson Investment Advisors llc 92 113 −4,36 2 161 −3,61
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-04 13F Assetmark, Inc 504 −21,13 12 −26,67
2025-04-09 13F RFG Advisory, LLC 0 −100,00 0 −100,00
2025-08-14 13F D. E. Shaw & Co., Inc. 10 336 −28,02 242 −29,03
2025-08-13 13F Beacon Pointe Advisors, LLC 267 811 −1,87 6 283 −3,16
2025-07-29 13F Arista Wealth Management, LLC 10 628 −6,39 249 −7,43
2025-07-25 13F Hemington Wealth Management 448 161 −5,82 11 −9,09
2025-05-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-07-17 13F Claris Advisors, Llc / Mo / 8 713 −2,41 204 −3,77
2025-07-22 13F Simplicity Wealth,LLC 0 −100,00 0
2025-08-14 13F Crestmont Private Wealth LLC 329 294 −2,53 7 725 −3,80
2025-08-12 13F Jpmorgan Chase & Co 2 314 −38,85 54 −40,45
2025-08-06 13F Savant Capital, LLC 609 186 −14,19 14 291 −15,31
2025-07-17 13F Global Trust Asset Management, LLC 9 514 −10,78 223 −11,86
2025-08-11 13F Foundation Wealth Management, LLC\PA 11 311 −32,23 265 −33,08
2025-08-14 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-07-30 13F Exencial Wealth Advisors, Llc 485 277 −1,59 11 385 −2,87
2025-08-01 13F Advisory Alpha, LLC 34 822 −1,44 817 −2,74
2025-08-14 13F Mercer Global Advisors Inc /adv 102 216 −19,43 2 398 −20,50
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 49 676 −53,84 1 165 −54,60
2025-07-14 13F UMA Financial Services, Inc. 11 720 −2,15 275 −3,52
2025-08-12 13F Forum Private Client Group LLC 49 475 −8,11 1 161 −9,30
2025-08-14 13F Citadel Advisors Llc Call 9 600 −64,71 225 −65,17
2025-07-23 13F Sax Wealth Advisors, Llc 37 163 −60,66 872 −61,20
2025-07-28 13F Eq Wealth Advisors, Llc 3 790 −23,74 89 −25,42
2025-07-17 13F DiNuzzo Private Wealth, Inc. 40 737 −25,59 956 −26,59
2025-07-02 13F Helen Stephens Group, LLC 336 590 −1,90 7 896 −3,18
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 99 566 −16,39 2 336 −17,49
2025-08-12 13F JMG Financial Group, Ltd. 64 510 −1,16 1 513 −2,45
2025-08-14 13F Diversify Wealth Management, Llc 238 937 −14,18 5 505 −14,58
2025-07-24 13F Grand Wealth Management, Llc 156 559 −1,63 3 673 −2,93
2025-08-08 13F Austin Wealth Management, LLC 103 463 −52,68 2 392 −52,27
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 10 485 −3,57 247 −4,26
2025-08-14 13F Ariadne Wealth Management, LP 70 141 −4,44 1 630 −5,67
2025-07-30 13F Dupree Financial Group, LLC 14 821 −3,18 348 −4,41
2025-07-28 13F Brown Financial Advisory 166 368 −64,42 3 903 −64,89
2025-08-08 13F Creative Planning 80 504 −0,17 1 889 −1,46
2025-08-06 13F Entrewealth, Llc 35 400 −37,35 830 −38,20
2025-05-13 13F Wells Fargo & Company/mn 0 −100,00 0
2025-07-29 13F Aspiriant, Llc 0 −100,00 0
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 18 027 −0,83 0
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