Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Dimensional ETF Trust - Dimensional International Core Fixed Income ETF includono Eaton-Cambridge Inc., AA Financial Advisors, LLC, JMG Financial Group, Ltd., Schwallier Wealth Management LLC, Ubs Asset Management Americas Inc, Cerity Partners LLC, 3 Factor Indexing, Llc, Goldman Sachs Group Inc, Higgins & Schmidt Wealth Strategies LLC, Selective Wealth Management, Inc., Linscomb & Williams, Inc., Hassell Wealth Management, LLC, E-Wealth Partners, LLC, Leading Edge Financial Planning LLC, CSP Financial Group, LLC, Prospera Financial Services Inc, First Financial Group Corp, Baer Investment Advisory LLC, Action Point Financial Planning, Llc, e Savvy Advisors, Inc. .
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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 9.615 | 14,81 | 504 | 14,55 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 72.026 | 3.778 | ||||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 5.067 | 11,34 | 266 | 10,88 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 4.185 | 219 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2.550 | 134 | ||||||
| 2026-04-28 | 13F | Planning Center, Inc. | 1.552.569 | 5,20 | 81.433 | 4,83 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 98.934 | 5 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 4.210 | 221 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 162.267 | 0,59 | 8.511 | 0,24 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 4.285 | 3,28 | 225 | 2,75 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 9.655 | 0,54 | 506 | 0,20 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 76.907 | 4,40 | 4.034 | 4,02 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 325.258 | 17.060 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 188.367 | 20,49 | 9.880 | 20,07 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 707.855 | 11,44 | 37.180 | 11,20 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 63.461 | 76,05 | 3 | 200,00 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 61.022 | 58,77 | 3.201 | 50,38 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5.528 | 5,78 | 292 | 6,18 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 383 | 20 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 47.702 | 13,35 | 2.511 | 10,57 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 70.141 | 3.679 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 37.200 | 0,26 | 1.951 | -0,05 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 172.178 | 9,49 | 9.031 | 9,10 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4.911 | 2,50 | 258 | 1,98 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 4.287 | 225 | ||||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 108.165 | 79,25 | 5.673 | 78,62 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 48.096 | 16,13 | 2.523 | 15,69 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 189.982 | 11,74 | 9.965 | 11,34 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 4.256 | 223 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 32.137 | 25,23 | 1.675 | 23,89 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 37.607 | 24,78 | 1.972 | 24,34 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 11.757 | 6,42 | 617 | 6,02 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 6.022 | 19,75 | 317 | 19,70 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 47.850 | 2.510 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 322.271 | 7,50 | 16.903 | 7,12 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 25.899 | 0,73 | 1.358 | 0,37 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 448.370 | 14,81 | 23.517 | 14,40 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 53.161 | 10,50 | 2.788 | 10,11 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 8.717 | 457 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 306.291 | 9,96 | 16.065 | 9,58 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 39.022 | 2.047 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 44.789 | 9,08 | 2.349 | 8,70 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 5.427 | 285 | ||||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 38.825 | 7,49 | 2.036 | 7,10 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 9.011 | 1,69 | 473 | 1,29 | ||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 237.067 | 1,48 | 12.434 | 1,13 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 47.512 | 30,89 | 2.492 | 30,47 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 60.692 | 135,84 | 3.183 | 135,08 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 10.392 | 2,39 | 1 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 85.195 | 11,66 | 4.469 | 11,28 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 96.795 | 6,22 | 5.077 | 5,84 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 305.039 | 4,11 | 15.999 | 3,75 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 10.082 | 529 | ||||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 717.238 | 10,05 | 37.620 | 9,67 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 4.210 | 7,95 | 221 | 7,32 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 258.466 | 59,28 | 13.557 | 58,72 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 846 | 44 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 11.301 | 3,61 | 593 | 3,14 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 50.188 | 7,09 | 2.632 | 6,73 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 49.188 | 2.580 | ||||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 41.794 | 4,19 | 2.192 | 3,84 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 758 | 348,52 | 0 | |||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 351.973 | 6,13 | 18.462 | 5,76 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 271.081 | 8,07 | 14.218 | 7,70 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 19.981 | 1.047 | ||||||
| 2026-05-12 | 13F | Cornerstone Wealth Partners, LLC | 88.737 | 26,10 | 4.654 | 25,68 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 8.812 | 9,60 | 462 | 9,22 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 155.462 | 16,72 | 8.154 | 16,32 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 91.654 | 7,90 | 4.807 | 7,52 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 67.189 | 52,29 | 3.524 | 51,77 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 16.950 | 4,82 | 889 | 4,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 466.474 | 3,09 | 24.467 | 2,72 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 90.590 | 12,61 | 4.751 | 12,21 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 185.578 | 9,63 | 9.734 | 9,24 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 117.165 | 5,50 | 6.145 | 5,13 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13.584 | 8,32 | 713 | 7,88 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 15.420 | 303,14 | 809 | 301,99 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 624 | 33 | ||||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 232.862 | 11,05 | 12.214 | 10,67 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 6.650 | 349 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 387.348 | 5,53 | 20.325 | 5,20 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.608 | 1.388,89 | 84 | 1.580,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 12.559 | 6,63 | 659 | 6,30 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 16.774 | 83,52 | 880 | 82,74 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 16.316 | 859 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 2.662 | 5,43 | 140 | |||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 101.238 | 6,43 | 5.310 | 6,05 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 42.004 | 4,05 | 2.203 | 3,72 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 207.628 | 5,99 | 10.890 | 5,63 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 465.356 | 40,97 | 24.408 | 40,48 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 233 | 12 | ||||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 57.019 | 21,09 | 2.991 | 20,66 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 5.427 | 8,76 | 285 | 8,40 | ||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 236.805 | 9,09 | 12.421 | 8,71 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 311.681 | 26,18 | 16.348 | 25,74 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 7.917 | 4,06 | 415 | 3,75 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 147.515 | 7.737 | ||||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 434.952 | 4,31 | 22.813 | 3,95 | ||||
| 2026-05-14 | 13F | Betterment LLC | 105.759 | 13,53 | 6 | 25,00 | ||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 16.531 | 867 | ||||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 76.369 | 4.006 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 46.836 | 4,87 | 2.457 | 4,51 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 262.958 | 3,76 | 13.792 | 2,91 | ||||
| 2026-05-11 | 13F | Elequin Capital Lp | 73.087 | 3.567 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 61.430 | 5,12 | 3.222 | 4,47 | ||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 660.407 | 4,68 | 34.639 | 4,31 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 19.338 | 1.014 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 7.352 | 71,46 | 386 | 71,11 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 4.861 | 9,83 | 255 | 9,48 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 51.600 | 2.706 | ||||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 91.680 | 10,39 | 4.809 | 10,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 310.440 | 44,41 | 16.283 | 43,91 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 43.202 | 31,85 | 2.269 | 31,61 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 699.862 | 6,42 | 36.708 | 6,05 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 619.301 | 5,96 | 32.483 | 5,58 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 4.815 | 4,36 | 253 | 4,13 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.671 | 12,51 | 140 | 12,90 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 9.766 | 102,57 | 512 | 102,37 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 5.211 | 5,74 | 273 | 5,41 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 119.608 | 141,78 | 6.290 | 141,64 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 8.033 | 421 | ||||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 111.027 | 9,47 | 5.823 | 9,09 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 368.296 | 5,26 | 19.317 | 4,89 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 79.143 | 2,43 | 4.151 | 2,09 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.389 | 717,06 | 73 | 800,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2.130.939 | 10,09 | 113.174 | 11,08 |
