DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF - Institutionellt ägande - Säljare

Dimensional ETF Trust - Dimensional US Large Cap Value 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
(%)
2025-07-31 13F Glass Jacobson Investment Advisors llc 90 229 −1,56 2 799 1,67
2025-07-28 13F RFG Advisory, LLC 316 789 −31,94 9 827 −30,94
2025-08-13 13F Lauer Wealth, LLC 0 −100,00 0
2025-08-14 13F GWM Advisors LLC 612 943 −10,14 19 014 −8,82
2025-07-30 13F Forum Financial Management, LP 18 721 −1,91 581 −0,51
2025-08-14 13F Goldman Sachs Group Inc 0 −100,00 0
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-07-31 13F LJI Wealth Management, LLC 32 130 −3,32 997 −1,87
2025-04-16 13F Lam Group, Inc. 0 −100,00 0
2025-05-15 13F Mercer Global Advisors Inc /adv 0 −100,00 0
2025-07-17 13F Melfa Wealth Management, Llc 15 845 −13,59 492 −12,32
2025-08-07 13F Tilson Financial Group, Inc. 723 818 −4,22 22 −4,35
2025-05-14 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-07 13F Addison Advisors LLC 1 810 −52,18 56 −51,30
2025-08-07 13F Resources Investment Advisors, LLC. 906 069 −3,51 28 106 −2,09
2025-07-21 13F Quent Capital, LLC 1 058 596 −8,18 32 838 −6,83
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 29 767 −75,21 923 −74,85
2025-07-30 13F EnRich Financial Partners LLC 937 615 −2,81 29 085 −1,38
2025-08-11 13F WPWealth LLP 1 136 750 −24,28 35 262 −23,17
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-08-14 13F Raymond James Financial Inc 91 193 −3,08 2 829 −1,67
2025-07-22 13F Hill Island Financial Llc 566 242 −0,91 17 565 0,55
2025-07-24 13F Eastern Bank 75 007 −23,35 2 327 −22,23
2025-07-28 13F Eq Wealth Advisors, Llc 14 831 −89,99 460 −89,84
2025-07-24 13F IFP Advisors, Inc 14 364 −11,96 446 −10,64
2025-07-09 13F Aurelius Family Office LLC 9 115 −0,32 283 1,08
2025-08-14 13F Wells Fargo & Company/mn 0 −100,00 0
2025-07-25 13F Wealth Architects, LLC 575 555 −2,00 17 854 −0,56
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-08-15 13F Kestra Advisory Services, LLC 48 558 −11,73 1 506 −10,41
2025-07-16 13F Blue Oak Capital, LLC 213 277 −21,07 6 616 −19,92
2025-07-23 13F Mraz, Amerine & Associates, Inc. 63 699 −12,53 1 976 −10,43
2025-07-21 13F Matauro, Llc 0 −100,00 0
2025-08-14 13F Warren Averett Asset Management, LLC 189 077 −4,04 5 865 −2,62
2025-04-17 13F Scratch Capital Llc 0 −100,00 0
2025-08-04 13F McMill Wealth Management 47 498 −0,07 1 471 1,24
2025-08-14 13F Susquehanna International Group, Llp 20 672 −36,52 641 −35,58
2025-08-12 13F CIBC Private Wealth Group, LLC 0 −100,00 0
2025-07-14 13F Lakeshore Financial Planning, Inc. 507 954 −15,03 15 757 −13,78
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-29 13F Werba Rubin Papier Wealth Management 13 496 −1,44 419 0,00
2025-07-15 13F Retirement Guys Formula Llc 52 829 −1,67 1 639 −0,24
2025-05-13 13F Brooklyn FI, LLC 0 −100,00 0 −100,00
2025-07-22 13F Merit Financial Group, LLC 162 652 −13,53 5 045 −12,26
2025-08-14 13F Fmr Llc 1 572 −13,63 49 −12,73
2025-07-10 13F Strathmore Capital Advisors, Inc. 9 644 −3,80 304 0,66
2025-08-06 13F Paladin Advisory Group, LLC 0 −100,00 0
2025-07-31 13F Schoolcraft Capital LLC 389 986 −16,19 12 097 −14,95
2025-08-01 13F Liberty Wealth Management Llc 397 919 −1,85 12 348 −0,36
2025-08-14 13F Envision Financial Planning, LLC 86 284 −11,86 2 677 −10,56
2025-07-09 13F Emprise Bank 33 945 −1,59 1 053 −0,19
2025-07-24 13F FinDec Wealth Services, Inc. 373 645 −4,38 11 590 −2,97
2025-08-14 13F Citadel Advisors Llc 19 776 −51,89 613 −51,19
2025-08-08 13F Francis Financial, Inc. 351 879 −15,14 10 915 −13,89
2025-08-11 13F Johnson Financial Group, LLC 0 −100,00 0
2025-08-08 13F Creative Planning 37 544 −35,14 1 165 −34,20
2025-08-12 13F SRS Capital Advisors, Inc. 119 307 −1,65 3 701 −0,22
2025-08-04 13F Spire Wealth Management 17 310 −20,34 537 −19,28
2025-08-08 13F Tortoise Investment Management, LLC 11 807 −23,51 366 −22,29
2025-08-08 13F RAM Investment Partners, LLC 9 351 −7,53 290 −6,15
2025-08-01 13F SYM FINANCIAL Corp 12 497 −0,61 388 0,78
2025-05-05 13F Keyes, Stange & Wooten Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-08 13F Larson Financial Group LLC 212 612 −9,49 6 595 −8,16
2025-08-01 13F Clark Asset Management, LLC 0 −100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 2 907 −92,28 90 −92,18
2025-08-13 13F Tobias Financial Advisors, Inc. 457 843 −3,42 14 202 −1,99
2025-08-13 13F American Investment Services, Inc. 101 010 −9,94 3 133 −8,61
2025-07-17 13F Avondale Wealth Management 0 −100,00 0
2025-07-17 13F Porter White Investment Advisors, Inc. 66 141 −6,86 2 052 −5,48
2025-07-23 13F Elevate Wealth Advisory, Inc 106 355 −3,01 3 299 −1,58
2025-07-25 13F Ruedi Wealth Management, Inc. 226 261 −29,24 7 019 −28,20
2025-07-03 13F Trinity Financial Advisors LLC 35 384 −36,61 1 098 −32,74
2025-08-13 13F EverSource Wealth Advisors, LLC 700 −50,21 22 −50,00
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 79 853 −42,35 2 477 −41,50
2025-08-15 13F Tower Research Capital LLC (TRC) 6 487 −49,13 201 −48,33
2025-07-25 13F LRI Investments, LLC 197 594 −1,17 6 129 0,28
2025-04-08 13F Parallel Advisors, LLC 0 −100,00 0
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