Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF includono Shotwell Rutter Baer Inc, Silver Oak Wealth Advisors Services, Llc, W.H. Cornerstone Investments Inc., Fundamentun, Llc, USAdvisors Wealth Management, LLC, Werba Rubin Papier Wealth Management, Cetera Investment Advisers, Exchange Traded Concepts, Llc, Raymond James Financial Inc, Private Trust Co Na, SRS Capital Advisors, Inc., e Kilter Group LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4.347 | 1,76 | 232 | 3,59 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19.799 | 45,75 | 1.056 | 48,94 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 37.050 | 33,63 | 1.977 | 35,99 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 63.842 | 3.407 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31.509 | 64,85 | 1.681 | 68,34 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 35 | 2 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 86.368 | 4,12 | 4.609 | 6,32 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 1.266.696 | 2,54 | 67.591 | 4,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.803 | 150 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 123.756 | 0,53 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 29.464 | 809,94 | 1.572 | 830,18 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9.991 | 89,15 | 533 | 93,82 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 378.980 | 103,51 | 20.222 | 107,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12.631 | 153,84 | 1 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 44.936 | 2.398 | ||||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 160.626 | 4,82 | 8.571 | 7,06 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 64.936 | 3.465 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3.656 | 195 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9.997 | 1 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 10.968 | 82,01 | 585 | 86,31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5.498 | 293 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 225.824 | 18,75 | 12.050 | 21,27 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 178.127 | 7,10 | 9.494 | 9,11 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12.863 | 0,72 | 686 | 2,85 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 192.920 | 3,33 | 10 | 11,11 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13.716 | 732 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 850.209 | 2,29 | 45 | 4,65 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 9.420 | 286,07 | 503 | 295,28 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 305.510 | 1,21 | 16.302 | 3,37 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 69.821 | 3.726 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 162.842 | 6,20 | 8.689 | 8,45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 280.704 | 8,61 | 14.978 | 10,92 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 94.561 | 5,57 | 5.046 | 7,80 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 325 | 17 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1.348.633 | 43,94 | 71.923 | 47,79 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 105.896 | 0,08 | 5.651 | 2,21 | ||||
| 2025-08-14 | 13F | Betterment LLC | 79.983 | 5,64 | 4 | 33,33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25.795 | 1 | ||||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 40.358 | 19,83 | 2.153 | 22,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11.584 | 0,84 | 618 | 3,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16.217 | 6,56 | 865 | 8,81 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 473.893 | 19,12 | 25.287 | 21,65 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38.110 | 92,94 | 2.034 | 97,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 69.088 | 17,62 | 3.687 | 20,10 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 23.434 | 17,84 | 1.250 | 20,31 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 58.738 | 9,44 | 3.069 | 9,29 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 34.875 | 520,11 | 1.861 | 534,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 31.440 | 132,99 | 1.678 | 137,87 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 7.916 | 18,65 | 422 | 21,26 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 912.547 | 0,27 | 48.694 | 2,40 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 577.833 | 4,97 | 30.833 | 7,21 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5.294 | 3,72 | 282 | 4,83 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 227.258 | 12.147 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 124.791 | 18,72 | 6.659 | 21,23 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 27.809 | 6,76 | 1.484 | 9,04 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 383.299 | 0,56 | 20.453 | 2,70 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 71.800 | 27,15 | 3.831 | 29,69 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 4.551 | 4,45 | 243 | 6,61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 245.374 | 23,67 | 13.093 | 26,31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 129 | 7 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 8.624 | 460 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 28.773 | 9,56 | 1.535 | 11,88 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 22.020 | 8,57 | 1.175 | 10,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 174.258 | 24,89 | 9.298 | 27,54 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 19.835 | 327,20 | 1.058 | 337,19 |
