Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Dimensional ETF Trust - Dimensional International High Profitability ETF includono Kestra Investment Management, LLC, Financial Consulate, Inc, Premier Financial Group, Corrigan Financial, Inc., McElhenny Sheffield Capital Management, LLC, M Holdings Securities, Inc., Sentinel Wealth Management, Inc., Summit Wealth Group Llc / Co, Kestra Private Wealth Services, Llc, Everest Management Corp., Cascade Wealth Advisors, Inc, Bragg Financial Advisors, Inc, Dorsey & Whitney Trust CO LLC, Rsm Us Wealth Management Llc, Poinciana Advisors Group, Llc, Great Valley Advisor Group, Inc., Lauterbach Financial Advisors, LLC, RAM Investment Partners, LLC, Beacon Financial Advisory LLC, e First Financial Group Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Brighton Jones Llc | 13.453 | 8,54 | 397 | 18,92 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 35.685 | 16,56 | 1.052 | 27,67 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14.905 | 13,54 | 440 | 24,01 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1.840.775 | 54.284 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 7.360 | 217 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 64.431 | 9,20 | 1.900 | 19,57 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 296.255 | 4,40 | 8.737 | 14,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2.224.139 | 9,30 | 65.590 | 19,64 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 59.296 | 0,19 | 1.749 | 9,66 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 8.612 | 254 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65.478 | 9,32 | 1.925 | 18,53 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 855.214 | 112,11 | 25.220 | 132,19 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 119.328 | 7,27 | 3.525 | 17,11 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 403 | 1.200,00 | 12 | |||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 1.697.956 | 0,87 | 50.073 | 10,42 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1.135 | 1,07 | 33 | 10,00 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2.180.301 | 2,14 | 64.297 | 11,81 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 161.725 | 56,07 | 4.769 | 70,87 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6.859 | 202 | ||||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 537.932 | 0,92 | 15.864 | 10,47 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 165.485 | 2,88 | 4.880 | 12,62 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 13.954 | 21,47 | 412 | 33,01 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 36.041 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 25.252.358 | 11,71 | 744.692 | 22,28 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12.006 | 354 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 20.948 | 616 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 296.694 | 12,13 | 8.750 | 22,74 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 29.268 | 2,77 | 863 | 20,19 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 257.652 | 67,32 | 7.598 | 83,17 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 20.652 | 45,05 | 609 | 59,01 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 11.720 | 11,61 | 346 | 22,34 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 0 | ||||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 6.978 | 206 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 19.558 | 18,93 | 577 | 30,02 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 133.407 | 2,24 | 3.934 | 11,92 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 585.894 | 15.784 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 34.992 | 0,62 | 1.041 | 14,02 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 241.724 | 5,89 | 7.126 | 22,10 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 110.156 | 3 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6.894 | 203 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 86.952 | 7,85 | 2.564 | 18,05 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 58.322 | 12,25 | 1.720 | 22,87 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 42.019 | 1 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23.514 | 693 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 486.699 | 1,20 | 14.353 | 10,77 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 222.066 | 11,76 | 6.549 | 22,35 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23.936.337 | 14,20 | 705.883 | 25,01 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 21.135 | 0,13 | 623 | 9,68 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7.351 | 217 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 13.957 | 8,16 | 412 | 18,44 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 671.718 | 5,53 | 19.749 | 23,60 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 8.181 | 241 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4.384.277 | 1,51 | 129.292 | 11,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 94.606 | 14,04 | 2.790 | 24,84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 22.481 | 52,94 | 663 | 67,59 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 595 | 0 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 200.046 | 67,65 | 6 | 66,67 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 98.344 | 25,99 | 2.900 | 37,96 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 8.600 | 254 | ||||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 315.038 | 2,18 | 9.290 | 11,85 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11.042 | 4,28 | 326 | 14,04 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 10.773 | 3,42 | 318 | 13,21 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1.103 | 33 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 160.009 | 0,12 | 4.719 | 9,59 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 204.511 | 0,88 | 5.510 | 7,72 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 8.267 | 1,09 | 244 | 10,45 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 364.486 | 2,43 | 10.749 | 12,13 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 9.172 | 0,22 | 270 | 4,65 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7.675 | 226 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59.581 | 4,60 | 1.757 | 14,54 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1.027.563 | 9,52 | 30 | 20,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10.695 | 32,99 | 315 | 45,83 | ||||
| 2025-07-31 | 13F | City State Bank | 16.500 | 9.066,67 | 487 | 12.050,00 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 6.458.111 | 1,92 | 173.982 | 8,83 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 330 | 10 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 995.438 | 16,57 | 29.355 | 27,60 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 67.582 | 3,40 | 1.990 | 13,01 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 29.664 | 31,41 | 875 | 43,75 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1.849 | 55 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19.046 | 6,04 | 562 | 15,43 | ||||
| 2025-07-15 | 13F | Maseco Llp | 4.751 | 140 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 7.218 | 213 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 141.280 | 8,79 | 4.166 | 19,10 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4.146 | 0,24 | 122 | 9,91 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 110.951 | 4,50 | 3.271 | 14,34 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 97.370 | 3,48 | 2.871 | 13,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 345.714 | 4,21 | 10.195 | 14,09 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7.265 | 214 | ||||||
| 2025-07-21 | 13F | 25 Llc | 8.519 | 3,17 | 251 | 13,06 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 54.013 | 3,87 | 1.593 | 13,71 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3.023 | 142,62 | 89 | 169,70 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8.687 | 256 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 17.799 | 525 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 49.323 | 21,58 | 1.455 | 33,15 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14.497 | 4.042,00 | 428 | 4.644,44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 172.169 | 10,66 | 5.077 | 21,14 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1.087 | 1,12 | 32 | 14,29 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 95.327 | 15,66 | 2.811 | 26,62 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 103.000 | 103 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 86.550 | 7,44 | 2.552 | 17,60 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 13.708 | 404 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 47.597 | 23,61 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 190.974 | 12,38 | 5.632 | 23,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 271.247 | 0,48 | 7.999 | 10,00 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 265.197 | 12,41 | 7.821 | 23,05 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9.332 | 3,07 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 510 | 15 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 378.054 | 40,00 | 11.149 | 53,26 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 435.299 | 2,55 | 12.837 | 12,25 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 168.825 | 2,93 | 5.066 | 9,63 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 16.404 | 484 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 25.605 | 755 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 11.245 | 332 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 13.555 | 1,67 | 400 | 11,14 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 376.040 | 0,39 | 11.089 | 9,89 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.926 | 18,74 | 57 | 30,23 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 12.745 | 376 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 315.333 | 12,53 | 9.299 | 23,18 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 25.786 | 1,39 | 760 | 10,95 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 18.577 | 4,98 | 548 | 14,92 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 326.621 | 3,01 | 9.632 | 12,76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169.298 | 41,23 | 4.993 | 54,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 157.604 | 1.268,21 | 4.648 | 1.399,03 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1.245.030 | 65,71 | 36.716 | 81,40 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 930.719 | 31,48 | 27.224 | 48,14 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 149.782 | 14,16 | 4.417 | 24,99 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 201.288 | 1,58 | 5.936 | 11,18 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 151.974 | 1,50 | 4.482 | 11,11 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10.038 | 50.090,00 | 296 | -5,13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 12.915.929 | 102,50 | 380.891 | 121,66 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 124.502 | 16,72 | 3.672 | 27,78 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 56.264 | 84,65 | 1.659 | 102,32 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 170.625 | 5,87 | 5.032 | 15,89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4.227 | 1.507,22 | 125 | 1.671,43 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 9.729 | 2,64 | 287 | 12,16 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 354.680 | 9,54 | 10.459 | 19,92 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 13.643 | 20,91 | 402 | 32,67 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 832.618 | 24.554 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 25.788 | 16,29 | 760 | 27,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 43.268 | 14,89 | 1.276 | 25,74 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25.780.617 | 5,86 | 760.270 | 15,88 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18.783 | 59,87 | 506 | 70,95 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 105.561 | 462,00 | 3.113 | 515,02 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 48.639 | 509,51 | 1.434 | 570,09 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 662.876 | 19.648 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 97.295 | 13,28 | 2.869 | 24,04 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 70.209 | 33,98 | 2.070 | 46,70 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 63.053 | 3,62 | 1.859 | 13,42 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 66.953 | 39,45 | 1.974 | 52,67 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 22.730 | 670 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 112.834 | 29,23 | 3.327 | 41,45 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 36.049 | 13,00 | 1.063 | 23,75 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 25.036 | 20,01 | 738 | 31,55 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 58.979 | 10,01 | 1.739 | 20,43 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 10.448 | 0,91 | 308 | 10,79 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 82.337 | 8,23 | 2.428 | 18,50 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 2.888.479 | 0,79 | 85.181 | 10,34 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 7.286 | 30,18 | 215 | 42,67 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 166 | 5 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1.036 | 1,07 | 31 | 11,11 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 8.154 | 240 | ||||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 80.809 | 9,53 | 2.383 | 19,93 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.352.865 | 4,54 | 69.386 | 14,44 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 462.206 | 0,04 | 13 | 8,33 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 410.683 | 18,60 | 12.111 | 29,83 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 9.300 | 274 |
