DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF - Institutionellt ägande - Säljare

Dimensional ETF Trust - Dimensional Global Real Estate ETF
US ˙ ARCA ˙ US25434V6589

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
(%)
2025-07-22 13F Vested Financial Planning, LLC 8 446 −0,45 227 1,80
2025-08-15 13F Captrust Financial Advisors 62 339 −21,23 1 673 −19,54
2025-07-11 13F Farther Finance Advisors, LLC 80 263 −16,52 2 153 −14,90
2025-05-12 13F Hantz Financial Services, Inc. 0 −100,00 0
2025-07-11 13F Ridgeline Wealth, LLC 45 072 −0,63 1 209 1,51
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 195 474 −1,63 5 290 1,36
2025-07-23 13F REAP Financial Group, LLC 224 548 −0,79 6 025 1,36
2025-07-22 13F Simplicity Wealth,LLC 20 990 −21,16 563 −19,46
2025-08-11 13F Wescott Financial Advisory Group, LLC 957 645 −0,94 25 694 1,21
2025-08-14 13F Raymond James Financial Inc 8 666 −76,54 232 −76,08
2025-07-10 13F Waypoint Wealth Partners Inc. 133 930 −1,57 3 593 0,56
2025-08-25 13F/A Promus Capital, LLC 0 −100,00 0 −100,00
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 0 −100,00 0
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 60 147 −4,76 1 614 −2,71
2025-08-05 13F WorthPointe, LLC 9 749 −54,39 262 −53,48
2025-07-18 13F Truist Financial Corp 22 699 −0,35 609 1,84
2025-08-07 13F Tilson Financial Group, Inc. 206 840 −1,42 6 0,00
2025-08-07 13F Allworth Financial LP 13 951 −12,44 374 −9,22
2025-05-09 13F TD Waterhouse Canada Inc. 0 −100,00 0
2025-07-18 13F Client 1st Advisory Group, Llc 26 375 −20,39 708 −18,74
2025-07-03 13F Lam Group, Inc. 145 515 −19,50 3 904 −17,76
2025-08-13 13F Beacon Pointe Advisors, LLC 39 113 −30,88 1 049 −29,36
2025-07-10 13F Signal Advisors Wealth, LLC 23 271 −0,31 624 1,96
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-08-15 13F CI Private Wealth, LLC 967 508 −25,01 25 958 −23,38
2025-07-29 13F Two West Capital Advisors LLC 12 149 −1,87 331 8,52
2025-07-08 13F Peirce Capital Management, LLC 241 324 −9,33 6 475 −7,37
2025-08-14 13F D. E. Shaw & Co., Inc. 11 859 −21,25 318 −19,49
2025-07-18 13F Bridge Generations Wealth Management Llc 373 911 −2,60 10 032 −0,48
2025-07-31 13F Buckingham Strategic Partners 1 152 913 −1,38 30 933 0,76
2025-07-15 13F Kraft Asset Management, Llc 12 489 −43,16 335 −41,84
2025-08-04 13F Assetmark, Inc 13 650 −12,15 366 −10,07
2025-07-08 13F/A Team Hewins, LLC 0 −100,00 0 −100,00
2025-08-13 13F Millstone Evans Group, LLC 3 399 −61,50 91 −60,61
2025-05-13 13F Franklin Resources Inc 0 −100,00 0 −100,00
2025-07-17 13F XY Planning Network, Inc. 189 126 −5,05 5 074 −2,98
2025-08-12 13F Vawter Financial, Ltd. 13 685 −91,73 367 −91,55
2025-08-11 13F Principal Securities, Inc. 6 191 −42,84 166 −39,86
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 276 388 −2,66 7 415 −0,55
2025-08-11 13F Mosaic Family Wealth Partners, Llc 135 241 −10,89 3 629 −8,96
2025-08-12 13F McGrath & Associates, Inc. 24 351 −13,67 653 −11,76
2025-08-08 13F Larson Financial Group LLC 815 −26,44 22 −27,59
2025-04-23 13F Retirement Guys Formula Llc 0 −100,00 0
2025-08-13 13F Daner Wealth Management, LLC 0 −100,00 0
2025-07-09 13F Market Street Wealth Management Advisors Llc 49 715 −1,35 1 334 0,76
2025-08-14 13F Jane Street Group, Llc 372 126 −22,31 9 984 −20,62
2025-05-15 13F Fischer Investment Strategies, Llc 0 −100,00 0
2025-08-13 13F GeoWealth Management, LLC 207 992 −1,70 5 580 0,43
2025-08-11 13F Foundation Wealth Management, LLC\PA 34 284 −6,89 920 −4,87
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 −100,00 0
2025-08-14 13F Colony Group, LLC 3 210 357 −0,74 86 134 1,41
2025-08-14 13F Mercer Global Advisors Inc /adv 108 382 −51,38 2 908 −50,33
2025-08-12 13F Pathstone Holdings, LLC 192 071 −4,26 5 153 −2,18
2025-07-23 13F Abel Hall, LLC 44 935 −2,85 1 206 −0,74
2025-08-13 13F Colonial Trust Co / SC 1 038 −9,90 28 −10,00
2025-07-07 13F New Capital Management LP 174 110 −16,57 4 671 −14,76
2025-08-14 13F Fmr Llc 1 141 −51,49 31 −50,82
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-07-24 13F Us Bancorp \de\ 0 −100,00 0
2025-07-30 13F Rehmann Capital Advisory Group 10 456 −1,20 281 1,08
2025-08-13 13F Townsquare Capital Llc 31 833 −4,65 854 −2,51
2025-08-12 13F O'shaughnessy Asset Management, Llc 0 −100,00 0
2025-05-09 13F Pnc Financial Services Group, Inc. 0 −100,00 0
2025-07-09 13F Seaside Wealth Management, Inc. 25 366 −5,06 681 −3,00
2025-04-17 13F Rs Crum Inc. 681 762 −15,92 17 903 −13,55
2025-07-25 13F McNamara Financial Services, Inc. 48 706 −4,80 1 307 −2,76
2025-05-12 13F True North Advisors, LLC 0 −100,00 0
2025-08-15 13F Morgan Stanley 6 252 −6,62 168 −4,57
2025-07-14 13F Abacus Wealth Partners, LLC 24 037 −19,49 645 −17,75
2025-08-14 13F Sterling Wealth Management, Inc. 78 838 −15,89 2 115 −11,62
2025-05-14 13F CIBC Private Wealth Group, LLC 0 −100,00 0 −100,00
2025-08-07 13F Timonier Family Office, LTD. 56 157 −3,71 1 507 −1,63
2025-07-11 13F Quantum Financial Advisors, LLC 683 332 −7,65 18 334 −5,65
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 25 714 −2,62 694 0,14
2025-08-05 13F Bank Of Montreal /can/ 389 −33,16 10 −33,33
2025-05-13 13F Steward Partners Investment Advisory, Llc 0 −100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 190 522 −2,91 5 112 −0,82
2025-08-14 13F Investmark Advisory Group LLC 11 559 −14,71 310 −12,68
2025-08-14 13F GWM Advisors LLC 107 409 −6,48 2 882 −4,44
2025-07-25 13F LRI Investments, LLC 141 374 −3,92 3 793 −1,81
2025-07-22 13F SOL Capital Management CO 28 360 −4,38 1
2025-07-29 13F Wealthstream Advisors, Inc. 19 446 −16,04 522 −14,31
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