Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Dimensional ETF Trust - Dimensional Global Credit ETF includono Thrivent Financial For Lutherans, Fundamentun, Llc, Brookstone Capital Management, Hershey Financial Advisers, LLC, Sei Investments Co, Cetera Investment Advisers, Exchange Traded Concepts, Llc, AE Wealth Management LLC, Raymond James Financial Inc, Jones Financial Companies Lllp, Skopos Labs, Inc., e Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 43.563 | 126,96 | 2.362 | 131,57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27.568 | 18,07 | 1.495 | 20,37 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8.350 | 9,55 | 453 | 11,88 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 38.720 | 11,48 | 2.100 | 13,71 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 82.004 | 0,39 | 4.447 | 2,39 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12.773 | 242,44 | 693 | 249,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.871 | 101 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2.741.234 | 124,95 | 148.657 | 129,44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.731 | 7,81 | 1 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 18.432 | 1.000 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9.620 | 1,84 | 522 | 3,78 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.040 | 111 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 146 | 8 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2.557 | 139 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 7.686 | 417 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75.568 | 4,23 | 4.098 | 6,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 592.144 | 15,57 | 32.112 | 17,87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6.216 | 0,84 | 337 | 3,06 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 38.021 | 109,42 | 2.062 | 113,58 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 59.092 | 121,33 | 3 | 200,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.544 | 1,71 | 84 | 3,75 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 219.719 | 16,40 | 11.915 | 18,72 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11.729 | 209,55 | 636 | 216,42 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 194.706 | 1,30 | 10.740 | 5,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 15.433 | 837 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3.198 | 142,09 | 173 | 147,14 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 8.993 | 488 | ||||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 78.266 | 2,01 | 4.244 | 4,05 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 9.269 | 58,99 | 503 | 62,46 | ||||
| 2025-08-14 | 13F | Betterment LLC | 135.287 | 11,99 | 7 | 16,67 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 522.447 | 9,97 | 28.332 | 12,16 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16.425 | 8,82 | 891 | 10,97 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25.305 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 66.402 | 5,53 | 3.601 | 7,65 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 18.231 | 0,44 | 989 | 2,38 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4.263 | 1,19 | 231 | 3,13 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 113.244 | 9,66 | 6.141 | 11,86 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 32.238 | 22,89 | 1.748 | 25,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 22.706 | 270,29 | 1.231 | 277,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.383 | 129 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26.107 | 5,30 | 1.416 | 7,36 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 179.291 | 13,11 | 9.723 | 15,37 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 64.762 | 4,43 | 3.512 | 6,52 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19.868 | 2,69 | 1.077 | 4,77 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 9.111 | 494 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 164.186 | 48,22 | 8.904 | 51,18 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1.655 | 90 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 22.901 | 3,71 | 1.237 | 5,64 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30.821 | 2,60 | 1.671 | 4,63 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 776.805 | 11,39 | 42.126 | 13,61 |
