DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF - Proprietà istituzionale - Acquirenti

Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
US ˙ ARCA ˙ US25434V4014

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Dimensional ETF Trust - Dimensional U.S. Equity Market ETF includono Maseco Llp, Premier Financial Group, Royal Harbor Partners, LLC, Kingstone Capital Partners Texas, LLC, Wealth Advisory Team LLC, Concord Asset Management, LLC/VA, Edge Financial Advisors LLC, Semitam Bonam Llc, 21 West Wealth Management LLC, Accurate Wealth Management, LLC, Midwest Trust Co, ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Triad Wealth Partners, LLC, Wesbanco Bank Inc, Wiley Bros.-aintree Capital, Llc, London & Capital Asset Management Ltd, Harbor Asset Planning, Inc., First Bancorp, Inc /ME/, e Great Oak Capital Partners, 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
(%)
2025-08-05 13F Centennial Bank/AR/ 76.182 39,83 5.106 54,98
2025-08-18 13F/A Kestra Investment Management, LLC 73.455 61,75 4.923 79,24
2025-07-09 13F Massmutual Trust Co Fsb/adv 147 10
2025-08-05 13F Integrity Financial Corp /WA 9.706 116,41 650 139,85
2025-07-15 13F Norden Group Llc 6.068 0,26 407 11,23
2025-07-11 13F Andrews, Lucia Wealth Management Llc 47.356 0,31 3.174 5,45
2025-08-13 13F Jones Financial Companies Lllp 74.406 188,42 4.965 219,91
2025-08-12 13F Prudential Financial Inc 45.111.138 5,98 2.880.797 5,98
2025-07-30 13F Towneley Capital Management, Inc / DE 9.899 0,27 663 11,06
2025-07-08 13F 21 West Wealth Management LLC 35.284 2.365
2025-08-07 13F Evoke Wealth, Llc 12.322 8,36 826 20,09
2025-08-15 13F Morgan Stanley 366.802 5,48 24.583 16,89
2025-07-31 13F City State Bank 2.905 0,87 195 11,49
2025-07-28 NP SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares 323.105 3,70 20.653 2,87
2025-08-06 13F AE Wealth Management LLC 23.637 7,47 1.584 19,10
2025-07-28 13F Harbour Investments, Inc. 27.901 4,32 1.870 15,58
2025-07-16 13F Gradient Capital Advisors, LLC 5.163 0,16 346 11,25
2025-05-12 13F Sandy Spring Bank 104.898 0,71 6.344 -4,46
2025-08-01 13F Envestnet Asset Management Inc 3.976.107 3,58 266.479 14,78
2025-08-14 13F Goldman Sachs Group Inc 9.473 635
2025-07-17 13F Montis Financial, LLC 12.411 0,14 832 10,95
2025-08-15 13F Kestra Advisory Services, LLC 601.524 8,67 40.314 20,42
2025-03-12 13F/A Private Capital Management Llc 1.336.438 109,60 78.649 116,48
2025-07-17 13F CWA Asset Management Group, LLC 59.299 0,11 3.974 10,94
2025-07-23 13F Pillar Financial Advisors, LLC 262.135 0,70 17.568 11,59
2025-07-22 13F DBK Financial Counsel, LLC 53.454 12,53 3.582 24,72
2025-08-01 13F Heritage Wealth Management, Inc./Texas 882.747 12,77 59.114 24,86
2025-07-10 13F Strathmore Capital Advisors, Inc. 6.637 14,87 450 22,01
2025-07-29 13F Flagstone Financial Management 1.466.921 5,77 98.313 17,21
2025-08-01 13F Milestone Asset Management Group, LLC 12.868 0,16 862 10,94
2025-08-07 13F Fund Evaluation Group, LLC 145.369 5,93 9.743 17,39
2025-07-28 13F Sterling Financial Planning, Inc. 10.698 5,68 717 17,16
2025-08-15 13F Binnacle Investments Inc 132.559 5,24 8.884 16,62
2025-07-17 13F XY Planning Network, Inc. 67.117 103,51 4.498 125,58
2025-07-17 13F Northwest Wealth Management, Llc 187.677 0,22 12.578 11,06
2025-07-23 13F Sax Wealth Advisors, Llc 3.425.092 0,77 229.550 11,66
2025-07-07 13F Rf&l Wealth Management, Llc 146.748 0,72 9.835 11,62
2025-07-31 13F Topsail Wealth Management, LLC 104.638 28,49 7.013 42,38
2025-08-14 13F Mpwm Advisory Solutions, Llc 57.644 2,69 3.863 13,82
2025-08-06 13F Disciplined Investors, L.L.C. 3.168 212
2025-08-14 13F IHT Wealth Management, LLC 19.966 0,20 1.338 11,04
2025-08-07 13F Samalin Investment Counsel, LLC 20.314 11,57 1.361 23,61
2025-07-21 13F Mendota Financial Group, LLC 208.293 4,24 13.960 15,51
2025-08-14 13F London & Capital Asset Management Ltd 15.741 1.055
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 11.415.600 20,25 765.074 33,25
2025-07-30 NP ENDW - Cambria Endowment Style ETF 23.454 1.499
2025-08-27 NP Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 2.337.557 1,32 156.663 12,27
2025-08-01 13F Redwood Park Advisors LLC 4.186 0,26 281 11,11
2025-08-12 13F LPL Financial LLC 3.626.695 0,46 243.061 11,32
2025-07-22 13F Valeo Financial Advisors, LLC 15.351 0,56 1.029 11,38
2025-08-13 13F Cerity Partners LLC 574.599 0,97 38.510 11,89
2025-08-13 13F Cresset Asset Management, LLC 62.735 12,65 4.205 24,82
2025-07-17 13F Mustard Seed Financial, LLC 13.783 0,01 924 10,80
2025-07-15 13F Maseco Llp 7.896.996 529.336
2025-08-12 13F MAI Capital Management 10.116 0,24 678 10,98
2025-08-07 13F CENTRAL TRUST Co 9.259 51,81 621 68,48
2025-07-14 13F Financial Harvest, LLC 13.981 937
2025-07-29 13F Chicago Partners Investment Group LLC 1.081.221 2,63 74.420 16,23
2025-08-14 13F Ancora Advisors, LLC 1.656 110,96 111 134,04
2025-07-29 13F Semitam Bonam Llc 101.090 6.775
2025-08-01 13F Yukon Wealth Management, Inc. 4.122 276
2025-08-08 13F SageOak Financial, LLC 4.604 3,79 309 14,93
2025-07-11 13F Diversified Trust Co 3.116 209
2025-07-29 13F Fundamentun, Llc 19.614 448,64 1.315 508,33
2025-07-17 13F Oakworth Capital, Inc. 2.078 21,88 139 34,95
2025-07-15 13F LVZ Advisors, Inc. 76.469 3,91 5.125 15,15
2025-07-22 13F SOL Capital Management CO 7.540 0,80 1
2025-07-16 13F Builder Investment Group Inc /adv 9.987 17,36 669 30,16
2025-08-19 13F Cape Investment Advisory, Inc. 9.039 5,25 606 16,57
2025-07-21 13F Monticello Wealth Management, Llc 766.624 0,07 51.379 10,90
2025-08-27 NP Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 956.200 29,57 64.085 43,58
2025-07-29 13F Stratos Wealth Partners, LTD. 233.918 1,16 15.677 12,11
2025-08-14 13F/A Perritt Capital Management Inc 1.776 0,28 119 11,21
2025-08-05 13F Gilbert & Cook, Inc. 3.057 205
2025-07-25 13F LRI Investments, LLC 40.882 0,56 2.740 11,43
2025-08-08 13F Brogan Financial, Inc. 9.505 0,26 637 11,17
2025-07-09 13F OLIO Financial Planning 809.909 6,51 54.280 18,03
2025-07-15 13F Great Oak Capital Partners, Llc 8.259 559
2025-07-23 13F Northern Financial Advisors Inc 4.346 0,09 291 11,07
2025-07-16 13F Tassel Capital Management, Inc. 201.381 4,21 13.497 15,48
2025-08-14 13F Kovitz Investment Group Partners, LLC 8.032 16,66 538 29,33
2025-08-11 13F Pineridge Advisors LLC 567 0,18 38 11,76
2025-08-14 13F Clg Llc 58.352 1,91 3.911 12,91
2025-07-28 13F Sagespring Wealth Partners, Llc 5.819 9,92 390 21,88
2025-08-08 13F Security Financial Services, INC. 283.931 0,11 19.029 10,93
2025-07-10 13F Hurlow Wealth Management Group, Inc. 508.591 6,69 34.086 18,22
2025-07-21 13F 25 Llc 15.742 0,11 1.055 10,94
2025-08-08 13F RAM Investment Partners, LLC 6.500 436
2025-08-01 13F Bull Oak Capital, LLC 3.079 206
2025-07-21 13F First National Bank & Trust Co Of Newtown 94.864 14,00 6.358 26,36
2025-08-05 13F Bank Of Montreal /can/ 52.196 1,48 3.498 12,48
2025-07-23 13F Colony Family Offices, LLC 1.029.271 7,17 68.982 18,76
2025-08-06 13F Commonwealth Equity Services, Llc 1.226.641 5,29 82 17,14
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 6.544 0,28 439 11,17
2025-08-11 13F Aptus Capital Advisors, LLC 181.392 49,08 12.157 65,21
2025-07-11 13F Orrstown Financial Services Inc 5.881 394
2025-08-13 13F Bernardo Wealth Planning LLC 242.876 53,21 16 77,78
2025-08-11 13F Root Financial Partners, LLC 3.095.429 6,97 207.456 18,46
2025-08-12 13F AlphaCore Capital LLC 3.043 3,40 204 14,69
2025-07-30 13F Clune & Associates, Ltd. 41.170 0,96 2.759 11,88
2025-08-07 13F Summit X, LLC 282.690 1,35 18.946 12,31
2025-07-16 13F TCI Wealth Advisors, Inc. 2.730.367 9,98 182.989 21,87
2025-08-13 13F JT Stratford LLC 19.215 9,45 1.288 21,30
2025-07-22 13F Wealthcare Advisory Partners LLC 165.258 318,13 11.076 363,39
2025-08-11 13F Empowered Funds, LLC 23.454 1.572
2025-08-13 13F Northwestern Mutual Wealth Management Co 99.759 0,39 6.686 11,25
2025-07-14 13F Capstone Wealth Management, LLC 170.128 25,44 11.402 39,00
2025-08-11 13F Dorsey & Whitney Trust CO LLC 3.102 208
2025-07-29 13F Graver Capital Management, LLC 498.287 7,59 33.395 19,23
2025-07-15 13F Focused Wealth Management, Inc 5.010 0,28 336 10,93
2025-07-29 13F TFC Financial Management 1.306 0,31 88 11,54
2025-07-24 13F Jfs Wealth Advisors, Llc 1.411.720 1,72 94.613 12,72
2025-08-06 13F Csenge Advisory Group 12.264 7,02 784 20,09
2025-07-08 13F Parallel Advisors, LLC 24.122 0,24 1.617 11,07
2025-07-09 13F Aurelius Family Office LLC 96.140 0,72 6.443 11,61
2025-07-24 13F Leo Wealth, LLC 13.344 0,27 894 11,19
2025-08-14 13F Pine Harbor Wealth Management, LLC 519.119 1,41 34.791 12,37
2025-04-11 13F Davis Capital Management 107 62,12 6 50,00
2025-07-25 13F Concord Wealth Partners 148.913 4,64 9.980 15,97
2025-07-30 13F Strategic Blueprint, LLC 3.268 219
2025-08-13 13F Beacon Pointe Advisors, LLC 354.270 1,29 23.743 12,25
2025-07-14 13F UMA Financial Services, Inc. 33.476 1,13 2.244 12,09
2025-08-14 13F Modern Wealth Management, LLC 3.164 212
2025-07-17 13F Lauterbach Financial Advisors, LLC 86.910 48,43 5.825 64,47
2025-07-08 13F Apella Capital, LLC 1.177.252 64,52 79.394 89,08
2025-08-14 13F Acorn Wealth Advisors, LLC 47.859 5,75 3.207 17,21
2025-07-22 13F Simplicity Wealth,LLC 38.996 41,47 2.614 56,75
2025-07-15 13F Kraft Asset Management, Llc 108.842 12,18 7.295 24,30
2025-07-08 13F Paladin Wealth, LLC 7.621 511
2025-08-05 13F Huntington National Bank 612
2025-08-14 13F RMB Capital Management, LLC 11.496 12,17 770 24,39
2025-08-14 13F Financial Engines Advisors L.L.C. 146.566 34,78 9.823 49,35
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11.924 3,34 799 15,13
2025-07-25 13F Hemington Wealth Management 109.680 36,01 7 75,00
2025-08-14 13F Susquehanna International Group, Llp 28.636 12,23 1.919 24,37
2025-08-12 13F Fairscale Capital, LLC 509 14,38 35 30,77
2025-08-06 13F Modera Wealth Management, LLC 1.205.949 5,29 80.823 16,67
2025-07-22 13F Warwick Investment Management, Inc. 295.718 0,09 19.819 10,92
2025-08-06 13F Atlantic Union Bankshares Corp 124.429 542,84 8.339 612,74
2025-07-10 13F Sharkey, Howes & Javer 5.823 0,28 390 11,11
2025-07-02 13F Helen Stephens Group, LLC 695.585 16,38 46.618 28,96
2025-07-22 13F Berger Financial Group, Inc 38.243 3,47 2.563 14,68
2025-08-04 13F McMill Wealth Management 272.920 2,68 18.257 13,57
2025-07-14 13F Lakeshore Financial Planning, Inc. 28.239 8,72 1.893 20,51
2025-08-12 13F Nemes Rush Group LLC 954 43,03 64 57,50
2025-08-04 13F Capital Performance Advisors Llp 181.909 7,50 12.192 19,12
2025-07-03 13F McLean Asset Management Corp 675.427 0,14 45.483 25,70
2025-08-14 13F Citadel Advisors Llc Call 3.800 255
2025-05-15 13F/A Orion Portfolio Solutions, LLC 45.621 0,94 2.759 -4,23
2025-08-14 13F Citadel Advisors Llc 6.329 424
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 19.139.485 3,84 1.282.728 15,07
2025-07-16 13F Squire Investment Management Company, LLC 47.258 5,57 3.167 16,99
2025-07-14 13F Park Avenue Securities Llc 5.834 31,10 0
2025-08-12 13F Forum Private Client Group LLC 12.796 1,20 858 12,17
2025-08-13 13F Fisher Asset Management, LLC 4.180 20,43 280 33,97
2025-07-31 13F Leavell Investment Management, Inc. 8.282 4,85 555 16,35
2025-07-25 13F Wealth Advisory Team LLC 150.970 10.118
2025-08-12 13F BlackRock, Inc. 4.217 267,01 283 308,70
2025-08-14 13F Peapack Gladstone Financial Corp 19.672 18,38 1 0,00
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 287.941 8,23 19.298 19,93
2025-07-15 13F Kelly Financial Group Llc 7.868 25,15 527 38,68
2025-08-12 13F Coldstream Capital Management Inc 10.592 100,00 710 121,56
2025-07-22 13F Merit Financial Group, LLC 28.544 20,36 1.913 33,40
2025-08-01 13F FSA Advisors, Inc. 3.128 210
2025-08-14 13F Two Sigma Investments, Lp 95.200 6.380
2025-08-27 13F/A Brinker Capital Investments, LLC 46.481 1,89 3.115 12,90
2025-07-08 13F Gradient Investments LLC 102.683 1.350,73 6.882 1.507,71
2025-08-14 13F Aqr Capital Management Llc 79.663 20,87 5.339 33,98
2025-08-06 13F SP Asset Management LLC 13.060 0,27 875 11,18
2025-08-01 13F SwitchPoint Financial Planning, LLC 22.154 2,76 1.485 13,89
2025-08-05 13F AG Asset Advisory, LLC 450.260 0,45 30.176 11,31
2025-08-13 13F Vance Wealth, Inc. 4.919 14,61 330 27,03
2025-07-22 13F Accel Wealth Management 3.260 218
2025-04-02 13F Marcum Wealth, LLC 26.023 0,19 1.574 -4,95
2025-07-22 13F Sutton Place Investors Llc 170.180 0,05 11.405 10,87
2025-07-17 13F Kavar Capital Partners Group, Llc 31.244 0,01 2.094 10,80
2025-07-24 13F Financial Connections Group, Inc. 112.287 2.993,31 8
2025-08-14 13F Royal Bank Of Canada 1.299.746 6,31 87.109 17,80
2025-08-14 13F Smartleaf Asset Management LLC 35.582 81,97 2.374 101,87
2025-07-09 13F Intelligence Driven Advisers, LLC 1.532.653 14,73 102.718 27,14
2025-08-14 13F Mml Investors Services, Llc 439.369 6,88 29 20,83
2025-07-14 13F Ridgewood Investments LLC 5.794 388
2025-07-07 13F Kings Path Partners LLC 2.326 156
2025-07-29 13F Kondo Wealth Advisors, Inc. 112.945 0,27 7.569 11,10
2025-07-11 13F First PREMIER Bank 862 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 16.189 1.085
2025-07-10 13F Brooklyn FI, LLC 35.895 876,47 2.406 983,33
2025-07-17 13F Avondale Wealth Management 8.695 186,49 583 218,03
2025-07-29 13F Werba Rubin Papier Wealth Management 57.114 13,48 3.828 25,76
2025-08-14 13F Mariner, LLC 1.987.532 25,33 133.194 38,87
2025-08-11 13F Capital Square, LLC 3.741 2,75 253 15,00
2025-07-15 13F Gpwm Llc 1.835 0,27 123 10,91
2025-08-13 13F Avestar Capital, LLC 37.908 2,05 2.541 13,09
2025-08-14 13F Bank Of America Corp /de/ 1.090.394 15,37 73.078 27,85
2025-08-01 13F Bessemer Group Inc 813 0
2025-08-07 13F Resources Investment Advisors, LLC. 145.825 62,51 9.773 80,08
2025-08-12 13F Hanover Advisors Inc 12.557 23,52 842 36,97
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1.634.690 1,72 111.077 14,28
2025-07-21 13F Life Planning Partners, Inc 34.934 14,45 2.341 26,81
2025-08-05 13F Avant Financial Advisors LLC 70.833 3,34 4.747 14,52
2025-07-30 13F Phillips Financial Management, Llc 13.558 0,17 909 11,00
2025-08-14 13F/A Rockefeller Capital Management L.P. 24.447 11,34 1.638 23,44
2025-07-17 13F Gleason Group, Inc. 824 0,24 55 12,24
2025-08-08 13F Mjp Associates Inc /adv 3.794 0,26 254 11,40
2025-08-04 13F Syverson Strege & Co 46.276 0,13 3.101 10,99
2025-09-04 13F/A Advisor Group Holdings, Inc. 298.825 52,29 19.686 65,88
2025-08-12 13F TCP Asset Management, LLC 447.495 2,19 29.991 13,25
2025-07-23 13F Wealth Management Nebraska 721.271 5,09 48.130 15,95
2025-07-07 13F Wesbanco Bank Inc 17.312 1.160
2025-07-30 13F Jackson Thornton Asset Management, Llc 432.006 1,51 29.100 20,15
2025-07-28 13F Axxcess Wealth Management, Llc 60.215 209,37 4.036 242,82
2025-07-21 13F Qrg Capital Management, Inc. 11.996 1,06 804 11,99
2025-07-18 13F PBMares Wealth Management LLC 911.954 11,66 61.119 23,74
2025-07-14 13F Proathlete Wealth Management Llc 3.756 0,27 252 11,06
2025-07-15 13F Oak Wealth Advisors LLC 82.098 0,10 5.502 10,93
2025-07-10 13F American Financial Advisors, LLC 3.348 0,06 224 10,89
2025-08-14 13F CoreCap Advisors, LLC 5.301 355
2025-07-11 13F Physician Wealth Solutions Inc. 159.496 2,66 10.689 13,76
2025-07-31 13F Buckingham Strategic Partners 2.023.380 3,19 135.588 14,33
2025-08-04 13F Savvy Advisors, Inc. 76.445 57,42 5.123 74,49
2025-07-21 13F Greenwood Capital Associates Llc 85.782 21,28 5.749 34,42
2025-07-25 13F G2 Capital Management, Llc / Oh 2.178.411 21,38 145.997 34,51
2025-07-17 13F SC&H Financial Advisors, Inc. 412.324 6,52 27.634 18,04
2025-08-13 13F Truvestments Capital Llc 317 0,32 21 10,53
2025-08-11 13F Babb Wealth Advisors LLC 259.755 1,92 17.409 12,94
2025-08-13 13F Legacy Capital Wealth Partners, LLC 7.411 497
2025-07-17 13F Vermillion Wealth Management, Inc. 644.963 9,75 43.225 21,61
2025-08-14 13F Aprio Wealth Management, LLC 29.783 0,04 1.996 10,89
2025-07-18 13F Parkwoods Wealth Partners, LLC 391.774 0,68 26.257 11,57
2025-08-12 13F J.w. Cole Advisors, Inc. 12.283 823
2025-07-29 13F Harbor Asset Planning, Inc. 15.641 1.048
2025-07-23 13F Heck Capital Advisors, LLC 6.987 468
2025-08-12 13F Change Path, LLC 27.853 2,75 1.867 13,85
2025-08-04 13F IFG Advisory, LLC 80.074 3,12 5.367 14,27
2025-07-28 13F Disciplined Equity Management, Inc. 499.676 9,49 33.488 21,33
2025-07-11 13F Kingstone Capital Partners Texas, LLC 154.140 10
2025-07-09 13F GEM Asset Management, LLC 206.149 1,93 13.903 13,20
2025-07-15 13F SJS Investment Consulting Inc. 30.420 14,02 2.039 26,35
2025-08-14 13F Moneta Group Investment Advisors Llc 39.106 0,18 2.621 11,02
2025-07-25 13F Concurrent Investment Advisors, LLC 4.023 10,67 270 22,83
2025-08-12 13F Martin Worley Group 5.225 16,84 350 29,63
2025-08-15 13F Equitable Holdings, Inc. 547.471 3,98 36.692 15,22
2025-07-18 13F Pure Financial Advisors, Inc. 12.928 65,34 866 83,47
2025-07-22 13F Red Tortoise LLC 23.132 0,09 1.550 10,95
2025-07-24 13F PDS Planning, Inc 4.335 0,28 291 11,11
2025-08-14 13F Principal Street Partners, LLC 26.076 100,54 1.748 122,26
2025-08-04 13F Spire Wealth Management 248.866 0,20 16.679 11,03
2025-07-22 13F Yardley Wealth Management LLC 120.217 2,17 8 14,29
2025-07-23 13F Winthrop Advisory Group LLC 27.510 0,08 1.844 10,89
2025-07-16 13F Vestia Personal Wealth Advisors 66.176 0,08 4.435 10,90
2025-07-10 13F Professional Financial Advisors, LLC 17.652 0,27 1.183 11,18
2025-08-01 13F JDH Wealth Management, LLC 116.327 4,17 7.796 15,43
2025-08-12 13F Legacy Financial Group, Inc. 216.015 4,23 14.477 15,50
2025-08-14 13F Certified Advisory Corp 106.986 6,31 7.170 17,81
2025-07-18 13F Consolidated Portfolio Review Corp 15.945 61,47 1.069 78,89
2025-08-08 13F Royal Harbor Partners, LLC 229.645 15.391
2025-07-22 13F Olistico Wealth, LLC 3.420 209,78 229 246,97
2025-07-17 13F Janney Montgomery Scott LLC 5.328 0
2025-07-21 13F Triad Wealth Partners, LLC 17.634 1.182
2025-08-05 13F Sensible Money, LLC 25.414 3,09 1.703 14,22
2025-08-14 13F Atomi Financial Group, Inc. 8.300 40,85 556 56,18
2025-08-14 13F Integrated Wealth Concepts LLC 57.767 2,03 3.872 13,05
2025-08-11 13F CFS Investment Advisory Services, LLC 108.430 6,56 7 16,67
2025-08-05 13F Tiaa Trust, National Association 34.347 20,70 2.302 33,70
2025-08-07 13F 49 Wealth Management, Llc 24.320 0,27 1.630 11,12
2025-07-17 13F Sage Rhino Capital Llc 3.087 207
2025-08-07 13F Winch Advisory Services, LLC 223 0,45 15 7,69
2025-08-14 13F Fmr Llc 59.537 21,23 3.990 34,34
2025-08-04 13F Hantz Financial Services, Inc. 3.037 0
2025-08-15 13F Fft Wealth Management Llc 44.405 15,13 3.046 30,62
2025-08-04 13F WNY Asset Management, LLC 24.011 0,16 1.609 11,04
2025-08-05 13F Allodium Investment Consultants, LLC 311.989 5,54 20.910 16,95
2025-07-28 13F Delap Wealth Advisory, Llc 4.658 3,33 312 14,71
2025-07-14 13F Cathy Pareto & Associates, Inc 12.604 9,88 845 21,79
2025-08-14 13F/A Skopos Labs, Inc. 3.236 1.089,71 217 1.250,00
2025-08-08 13F Pnc Financial Services Group, Inc. 18.481 46,74 1.239 62,68
2025-07-30 13F Eqis Capital Management, Inc. 665.448 122,86 44.598 146,96
2025-08-12 13F Coston, McIsaac & Partners 81.808 12,78 5 25,00
2025-07-28 13F RFG Advisory, LLC 89.054 279,15 5.968 320,28
2025-07-31 13F Glass Jacobson Investment Advisors llc 27.860 0,08 1.867 5,24
2025-08-14 13F Quantinno Capital Management LP 143.113 11,93 9.591 24,04
2025-07-29 13F First Bancorp, Inc /ME/ 8.600 576
2025-08-07 13F Kestra Private Wealth Services, Llc 37.333 2,23 2.502 13,32
2025-07-31 13F LJI Wealth Management, LLC 57.815 32,49 3.875 46,80
2025-07-17 13F HB Wealth Management, LLC 189.782 47,75 12.719 63,74
2025-08-01 13F Clark Asset Management, LLC 30.857 63,45 2.068 81,24
2025-08-14 13F Clarity Capital Advisors, LLC 55.342 0,64 3.709 11,55
2025-08-14 13F Ambassador Advisors, LLC 10.308 1,03 691 11,83
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 203.668 7,08 14 18,18
2025-07-22 13F David Wealth Management LLC 195.364 6,52 13.093 18,04
2025-08-01 13F Signature Wealth Management Group 6.194 7,46 415 19,25
2025-07-18 13F Fmb Wealth Management 111.342 2,81 7.462 13,94
2025-08-05 13F Integrity Wealth Solutions LLC 4.831 11,06 324 22,81
2025-07-24 13F Vantage Point Financial LLC 87.355 0,39 5.855 11,25
2025-07-16 13F Signature Resources Capital Management, LLC 6.606 5,59 443 16,93
2025-08-07 13F PFG Advisors 174.936 7,21 11.724 18,81
2025-07-30 13F Canvas Wealth Advisors, LLC 26.344 47,22 1.821 78,70
2025-08-04 13F Whalen Wealth Management Inc. 4.790 0,25 321 11,46
2025-08-12 13F Quadcap Wealth Management, LLC 837.611 8,76 56.137 20,52
2025-08-14 13F Stifel Financial Corp 173.621 15,13 11.636 27,59
2025-08-12 13F BWM Planning, LLC 19.330 1,92 1.295 13,00
2025-07-29 13F Grunden Financial Advisory, Inc. 80.861 3,23 5.419 14,40
2025-07-16 13F Rebalance, Llc 6.280 0,27 421 11,11
2025-07-16 13F Five Oceans Advisors 23.836 9,24 1.597 21,08
2025-07-31 13F Curio Wealth, Llc 36.759 174.942,86 2.464 3,44
2025-07-16 13F Perigon Wealth Management, LLC 13.619 42,18 913 57,51
2025-07-17 13F DiNuzzo Private Wealth, Inc. 1.224.999 2,27 82.099 13,33
2025-08-13 13F Cambria Investment Management, L.P. 23.454 1.572
2025-07-11 13F Great Waters Wealth Management 2.390.540 1,02 160.214 11,94
2025-08-14 13F Wick Capital Partners, LLC 83.202 278,55 1.473 10,84
2025-08-12 13F Lionshead Wealth Management, LLC 7.795 522
2025-07-21 13F Sageworth Trust Co of South Dakota 3.650 245
2025-08-07 13F Midwest Trust Co 24.000 1.608
2025-07-16 13F Crown Wealth Group, LLC 581.352 33,67 38.962 48,12
2025-07-17 13F Willow Creek Wealth Management Inc. 796.649 7,10 53.391 18,68
2025-08-14 13F Advisor OS, LLC 3.794 0,26 254 11,40
2025-07-10 13F Pacific Asset Management, LLC 3.476 233
2025-07-25 13F NorthRock Partners, LLC 11.048 0,27 740 11,11
2025-08-14 13F Financial Advisory Service, Inc. 25.085 0,22 1.681 11,10
2025-08-19 13F Asset Dedication, LLC 670.487 6,59 44.936 18,12
2025-08-08 13F Ironwood Investment Counsel, LLC 3.221 216
2025-07-18 13F Meritas Wealth Management, LLC 277.065 2,86 18.569 13,98
2025-08-13 13F Lido Advisors, LLC 35.500 0,57 2.379 11,48
2025-07-15 13F BKA Wealth Consulting, Inc. 8.692 0,23 583 11,07
2025-07-21 13F Synergy Financial Management, LLC 5.412 28,89 363 43,08
2025-08-14 13F UBS Group AG 238.673 17,96 15.996 30,71
2025-08-12 13F Integrated Advisors Network LLC 23.724 1,18 1.590 12,06
2025-08-01 13F Advisory Alpha, LLC 5.422 363
2025-07-31 13F Warburton Capital Management, LLC 78.236 293,96 5 400,00
2025-05-28 13F Silicon Valley Capital Partners 3.389 0,21 204 -5,58
2025-07-25 13F Total Clarity Wealth Management, Inc. 5.407 31,56 362 38,17
2025-08-08 13F Tortoise Investment Management, LLC 93.196 21,55 6.246 34,68
2025-07-21 13F Verus Financial Partners, Inc. 5.431 0,31 368 17,20
2025-07-08 13F Zrc Wealth Management, Llc 3.880 0,28 260 11,11
2025-08-14 13F Betterment LLC 159.219 62,34 11 100,00
2025-08-12 13F O'shaughnessy Asset Management, Llc 57.196 318,44 3.833 364,04
2025-07-16 13F Independent Wealth Network Inc. 69.438 6,32 4.654 17,83
2025-07-30 13F/A KPP Advisory Services LLC 175.324 5,92 11.750 17,38
2025-07-11 13F Compass Ion Advisors, LLC 12.738 0,28 854 11,07
2025-07-25 13F Concord Asset Management, LLC/VA 148.913 9.980
2025-08-14 13F Tripletail Wealth Management, LLC 3.330 230
2025-07-17 13F Poinciana Advisors Group, Llc 33.352 28,03 2.235 41,90
2025-07-29 13F Wingate Wealth Advisors, Inc. 4.525 0,27 303 11,40
2025-07-17 13F K2 Financial Inc. 22.660 1,98 1.528 23,84
2025-08-14 13F Premier Financial Group 376.483 26.228
2025-07-10 13F Shira Ridge Wealth Management 12.422 0,12 833 10,93
2025-07-14 13F Brady Martz Wealth Solutions, LLC 5.793 7,56 388 19,38
2025-07-15 13F Accurate Wealth Management, LLC 30.148 2.049
2025-07-24 13F Edge Financial Advisors LLC 111.742 7.489
2025-08-11 13F Cornerstone Planning Group LLC 803 0,25 55 17,39
2025-07-17 13F Fiduciary Advisors, Inc. 1.071 0,28 72 10,94
2025-08-14 13F Main Street Financial Solutions, LLC 143.574 1,17 9.622 12,12
2025-07-25 13F Investment Advisory Group, LLC 160.626 6,22 10.765 17,71
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 3.540 237
2025-08-12 13F Proequities, Inc. 0 0
2025-08-06 13F Valued Wealth Advisors LLC 16.654 221,13 1.116 256,55
2025-08-07 13F Timonier Family Office, LTD. 388.711 0,72 26.051 11,62
2025-07-10 13F Stewardship Advisors, LLC 8.800 6,64 590 18,04
2025-07-21 13F Montz Harcus Wealth Management LLC 14.314 0,97 959 11,90
2025-08-05 13F Ellevest, Inc. 4.313 0,28 289 11,15
2025-08-15 13F First Heartland Consultants, Inc. 3.659 245
2025-07-30 13F EnRich Financial Partners LLC 97.873 8,62 6.559 20,37
2025-07-18 13F Tanager Wealth Management LLP 4.858 0,27 326 10,92
2025-07-23 13F SpringVest Wealth Management LLC 6.793 455
2025-07-21 13F Keb Asset Management, Llc 285.749 5,06 19.151 16,41
2025-07-31 13F Planning Center, Inc. 3.180 213
2025-08-11 13F Wealthspire Advisors, LLC 181.452 0,81 12.161 11,70
2025-08-12 13F Franklin Resources Inc 12.269 0,27 822 11,08
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 1.565 0,84 105 11,83
2025-08-15 13F Tower Research Capital LLC (TRC) 16.470 9.821,69 1.104 10.930,00
2025-08-05 13F Everest Management Corp. 750.294 17,50 50.285 30,21
2025-07-17 13F Dopkins Wealth Management, Llc 79.223 0,79 5.310 11,70
2025-08-06 13F New Dimensions Wealth Management, LLC 6.908 0,01 463 10,79
2025-08-14 13F Mercer Global Advisors Inc /adv 2.517.541 1,26 168.726 12,21
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