DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF - Institutionellt ägande - Säljare

Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
US ˙ ARCA ˙ US25434V8643

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
(%)
2025-07-18 13F Client 1st Advisory Group, Llc 285 866 −1,52 13 724 −0,51
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 72 088 −3,99 3 461 −2,34
2025-07-28 13F RCS Financial Planning, LLC 162 919 −11,85 7 822 −10,94
2025-07-31 13F Cardinal Point Capital Management, ULC 0 −100,00 0
2025-07-17 13F Sterling Wealth Advisors Inc 518 413 −1,26 24 842 −0,42
2025-08-07 13F Samalin Investment Counsel, LLC 27 835 −15,20 1 336 −14,30
2025-08-07 13F Tillman Hartley LLC 272 942 −1,22 13 104 −0,21
2025-07-25 13F Index Fund Advisors, Inc. 27 539 −2,82 1 322 −1,78
2025-07-23 13F Elevate Wealth Advisory, Inc 14 867 −2,98 714 −2,06
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-07 13F Allworth Financial LP 189 225 −33,27 9 085 −32,57
2025-05-02 13F Whittier Trust Co Of Nevada Inc 0 −100,00 0
2025-07-11 13F Wolfstich Capital, LLC 0 −100,00 0
2025-07-16 13F Gradient Capital Advisors, LLC 204 171 −1,65 9 802 −0,64
2025-08-11 13F WPWealth LLP 1 024 444 −4,19 49 184 −3,21
2025-07-17 13F Applied Capital LLC 24 857 −9,13 1 193 −8,16
2025-08-08 13F Tortoise Investment Management, LLC 110 298 −23,71 5 295 −22,93
2025-07-23 13F Pillar Financial Advisors, LLC 43 087 −2,20 2 069 −1,19
2025-04-09 13F Pioneer Wealth Management Group 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 212 121 −42,03 10 184 −41,43
2025-08-05 13F Bank Of Montreal /can/ 0 −100,00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-05-13 13F Francis Financial, Inc. 0 −100,00 0
2025-08-14 13F Safeguard Investment Advisory Group, LLC 33 431 −0,06 1 605 1,01
2025-08-15 13F CI Private Wealth, LLC 96 715 −34,59 4 643 −33,92
2025-08-06 13F Aspect Partners, LLC 0 −100,00 0
2025-07-14 13F Maryland Capital Advisors Inc. 53 835 −0,01 2 585 1,02
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-29 13F Two West Capital Advisors LLC 13 500 −24,24 647 −23,00
2025-08-14 13F Warren Averett Asset Management, LLC 290 834 −4,36 13 963 −3,38
2025-08-14 13F Mercer Global Advisors Inc /adv 139 889 −54,08 6 716 −53,60
2025-08-26 13F Nautilus Advisors LLC 16 275 −14,24 781 −13,32
2025-07-31 13F Aspen Capital Management, LLC 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 314 651 −24,23 15 106 −23,45
2025-07-28 13F Dixon Fnancial Services, Inc. 9 688 −2,74 465 −1,69
2025-08-11 13F Beta Wealth Group, Inc. 28 860 −66,95 1 386 −66,62
2025-08-11 13F HighTower Advisors, LLC 1 702 184 −3,85 81 722 −2,85
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc 78 326 −44,40 3 760 −43,83
2025-05-12 13F Hantz Financial Services, Inc. 0 −100,00 0
2025-07-17 13F Mattern Wealth Management LLC 554 448 −4,32 26 619 −3,33
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 42 265 −25,08 2 029 −24,29
2025-08-01 13F Brookwood Investment Group LLC 5 625 −52,11 270 −51,61
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 85 709 −0,34 4 115 0,69
2025-08-14 13F Beaird Harris Wealth Management, LLC 2 581 436 −2,05 123 935 −1,04
2025-07-16 13F Tassel Capital Management, Inc. 21 622 −46,69 1 038 −46,13
2025-07-17 13F Oakworth Capital, Inc. 2 714 −9,44 130 −8,45
2025-08-11 13F CFS Investment Advisory Services, LLC 140 038 −1,05 7 0,00
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 13 411 −4,92 644 −4,03
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-04-11 13F Foster Group, Inc. 0 −100,00 0
2025-08-06 13F Ethos Financial Group, LLC 15 698 −22,47 754 −20,65
2025-07-28 13F Morris Financial Concepts, Inc. 29 800 −2,07 1 431 −1,11
2025-07-31 13F Orion Capital Management LLC 415 −20,50 20 −20,83
2025-07-31 13F City State Bank 140 441 −2,23 6 743 −1,22
2025-08-08 13F SageOak Financial, LLC 353 618 −6,44 16 977 −5,47
2025-08-13 13F American Investment Services, Inc. 37 340 −2,33 1 793 −1,32
2025-08-12 13F SRS Capital Advisors, Inc. 4 955 −12,52 238 −11,90
2025-05-12 13F Fmr Llc 0 −100,00 0
2025-07-16 13F Spinnaker Investment Group, LLC 0 −100,00 0
2025-04-18 13F Global Trust Asset Management, LLC 0 −100,00 0
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-14 13F Betterment LLC 212 187 −2,99 10 0,00
2025-05-13 13F UBS Group AG 0 −100,00 0
2025-07-21 13F Onyx Financial Advisors, LLC 340 839 −2,27 16 364 −1,26
2025-07-30 13F Forum Financial Management, LP 16 432 −29,98 789 −29,33
2025-07-31 13F Core Wealth Management, Inc. 13 299 −23,29 638 −22,48
2025-08-14 13F Hilltop Holdings Inc. 0 −100,00 0
2025-08-07 13F PFG Advisors 25 425 −25,41 1 221 −24,64
2025-07-03 13F Lam Group, Inc. 7 855 −0,25 377 0,80
2025-08-07 13F Lakeridge Wealth Management LLC 108 856 −0,62 5 226 0,40
2025-07-17 13F HB Wealth Management, LLC 8 754 −7,43 420 −6,46
2025-07-30 13F DecisionMap Wealth Management, LLC 28 936 −7,93 1 389 −6,97
2025-07-11 13F Kaufman Rossin Wealth, LLC 32 274 −3,31 1 549 −2,33
2025-07-22 13F USAdvisors Wealth Management, LLC 17 886 −2,77 1
2025-07-16 13F TCI Wealth Advisors, Inc. 54 106 −4,13 2 598 −3,13
2025-07-08 13F Peirce Capital Management, LLC 164 954 −4,47 7 919 −3,49
2025-07-29 13F Grunden Financial Advisory, Inc. 498 093 −0,13 23 913 0,90
2025-08-08 13F Sittner & Nelson, Llc 0 −100,00 0
2025-07-30 13F Rehmann Capital Advisory Group 25 869 −1,70 1 242 −0,72
2025-08-14 13F Raymond James Financial Inc 35 989 −27,81 1 728 −27,07
2025-05-12 13F Savvy Advisors, Inc. 0 −100,00 0
2025-08-13 13F Cerity Partners LLC 0 −100,00 0
2025-08-14 13F Pinnacle Family Advisors, LLC 10 121 −6,43 486 −5,46
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 46 787 −9,36 2 244 −8,48
2025-07-17 13F DiNuzzo Private Wealth, Inc. 1 898 104 −2,73 91 128 −1,73
2025-07-11 13F Rockwood Wealth Management, LLC 48 103 −3,25 2 309 −2,24
2025-07-22 13F Simplicity Wealth,LLC 11 549 −90,07 554 −89,97
2025-07-15 13F Hippocratic Financial Advisors, LLC 62 336 −88,13 2 993 −88,01
2025-08-14 13F Acorn Wealth Advisors, LLC 72 832 −1,98 3 497 −0,96
2025-05-13 13F Intrepid Financial Planning Group LLC 0 −100,00 0
2025-07-15 13F Kraft Asset Management, Llc 17 866 −14,37 858 −13,52
2025-07-28 13F RFG Advisory, LLC 75 782 −21,79 3 638 −20,98
2025-08-12 13F Jpmorgan Chase & Co 25 024 −4,84 1 201 −3,84
2025-08-15 13F Morgan Stanley 42 −86,36 2 −85,71
2025-07-16 13F Kooman & Associates 118 755 −5,12 5 701 −4,14
2025-08-13 13F Millstone Evans Group, LLC 6 843 −69,40 329 −69,11
2025-07-16 13F Plancorp, LLC 5 924 −11,21 284 −10,41
2025-08-14 13F Planwiser Financial, Llc 0 −100,00 0
2025-08-04 13F Integrity Alliance, Llc. 425 410 −4,74 20 424 −3,76
2025-08-13 13F GeoWealth Management, LLC 1 665 −79,21 80 −79,21
2025-07-24 13F IFP Advisors, Inc 43 005 −83,88 2 065 −83,72
2025-08-13 13F Flow Traders U.s. Llc 21 094 −28,53 1 0,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 346 699 −1,19 16 644 −0,18
2025-05-06 13F Journey Strategic Wealth Llc 0 −100,00 0
2025-05-05 13F Hazlett, Burt & Watson, Inc. 0 −100,00 0
2025-07-14 13F Narus Financial Partners, LLC 53 730 −4,22 2 580 −3,23
2025-07-23 13F Abel Hall, LLC 6 145 −6,11 295 −5,14
2025-05-09 13F TD Waterhouse Canada Inc. 0 −100,00 0 −100,00
2025-07-18 13F Bridge Generations Wealth Management Llc 53 −66,03 3 −71,43
2025-07-09 13F Archer Investment Management, LLC 0 −100,00 0
2025-08-14 13F Diversify Wealth Management, Llc 82 363 −2,19 3 967 −1,24
2025-07-10 13F Shira Ridge Wealth Management 167 760 −5,00 8 054 −4,02
2025-07-24 13F FinDec Wealth Services, Inc. 7 925 −48,29 380 −47,80
2025-07-02 13F Helen Stephens Group, LLC 0 −100,00 0
2025-07-25 13F Cwm, Llc 5 395 −14,08 0
2025-07-10 13F Stewardship Advisors, LLC 12 183 −1,15 585 −0,17
2025-08-11 13F Cornerstone Planning Group LLC 0 −100,00 0
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-07-23 13F Austin Asset Management Co Inc 8 490 −15,23 408 −14,32
2025-08-13 13F Forthright Family Wealth Advisory LLC 15 926 −0,20 765 0,79
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 26 618 −36,15 1 277 −35,59
2025-08-13 13F Solutions 4 Wealth, Ltd 41 123 −1,54 1 974 −0,50
2025-08-14 13F Main Street Financial Solutions, LLC 6 665 −5,62 320 −4,78
2025-07-22 13F Sutton Place Investors Llc 38 544 −4,04 1 850 −3,04
2025-07-10 13F White Wing Wealth Management 90 129 −5,39 4 327 −4,42
2025-04-30 13F Brown Advisory Inc 0 −100,00 0 −100,00
2025-07-16 13F Squire Investment Management Company, LLC 105 288 −1,68 5 055 −0,67
2025-07-16 13F Tru Independence Asset Management 2, Llc 134 581 −10,46 6 461 −9,54
2025-08-11 13F Keyes, Stange & Wooten Wealth Management, LLC 502 666 −1,09 24 133 −0,07
2025-07-25 13F Atria Wealth Solutions, Inc. 14 079 −35,67 676 −35,03
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