DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF - Proprietà istituzionale - Venditori

Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
US ˙ ARCA

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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
(%)
2026-04-22 13F Coston, McIsaac & Partners 16.567 -3,98 1
2026-05-04 13F Savant Capital, LLC 240.173 -0,39 10.020 0,01
2026-05-05 13F Donalies Financial Planning, LLC 12.608 -1,59 526 -1,32
2026-02-14 13F Rockefeller Capital Management L.P. 0 -100,00 0
2026-05-14 13F Allworth Financial LP 26.065 -0,47 1.087 -0,09
2026-05-08 13F Resources Investment Advisors, LLC. 10.635 -2,46 444 -2,21
2026-04-28 13F Blossom Wealth Management 8.399 -2,63 350 -2,23
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0 -100,00
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0
2026-04-22 13F Aspire Private Capital, LLC 11.559 -11,74 482 -11,40
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 24.319 -19,78 1.019 -19,33
2026-04-22 13F Grove Street Fiduciary, LLC 93.188 -1,73 3.888 -1,35
2026-05-12 13F Hill Investment Group Partners, LLC 791.225 -1,42 33.010 -1,03
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 8.950 -0,81 373 -0,27
2026-05-15 13F Equitable Holdings, Inc. 38.474 -5,74 1.599 -5,78
2026-05-15 13F Larson Financial Group LLC 86.230 -27,71 3.598 -27,42
2026-05-05 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2026-04-22 13F Applied Capital LLC 0 -100,00 0
2026-05-14 13F EP Wealth Advisors, Inc. 0 -100,00 0
2026-04-30 13F Torren Management, LLC 913 -40,75 38 -40,62
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 110.231 -40,04 4.599 -39,92
2026-05-06 13F Assetmark, Inc 70.663 -2,03 2.948 -1,63
2026-05-14 13F Klingman & Associates, LLC 26.685 -0,92 1.113 -0,54
2026-02-13 13F Wells Fargo & Company/mn 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 10.711 -8,92 447 -8,61
2026-05-14 13F StoneX Group Inc. 0 -100,00 0
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10.372 -2,48 433 -2,04
2026-04-21 13F SpringVest Wealth Management LLC 0 -100,00 0
2026-04-14 13F Austin Wealth Management, LLC 179.713 -34,09 7.525 -33,65
2026-04-20 13F Jfs Wealth Advisors, Llc 78 -98,18 3 -98,31
2026-05-11 13F Great Valley Advisor Group, Inc. 7.245 -0,73 302 -0,33
2026-01-02 13F Insight Wealth Strategies, LLC 0 -100,00 0
2026-01-12 13F Sax Wealth Advisors, Llc 0 -100,00 0
2026-02-03 13F We Are One Seven, LLC 0 -100,00 0 -100,00
2026-04-22 13F Samalin Investment Counsel, LLC 29.612 -1,15 1.235 -0,72
2026-01-09 13F Dynamic Advisor Solutions LLC 0 -100,00 0
2026-02-17 13F Bank Of America Corp /de/ 0 -100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 9.978 -2,63 416 -2,12
2026-02-13 13F Colony Group, LLC 32.827 -65,78 1.364 -65,25
2026-04-14 13F Northwest Wealth Management, Llc 16.505 -0,72 689 -0,29
2026-04-08 13F Pioneer Wealth Management Group 0 -100,00 0
2026-05-12 13F Curio Wealth, Llc 14.633 -2,28 610 -1,93
2026-04-09 13F Firethorn Wealth Partners, Llc 13.854 -2,05 578 -1,70
2026-05-15 13F Note Advisors, LLC 10.249 -0,01 428 0,23
2026-05-04 13F Envestnet Asset Management Inc 136.938 -0,95 5.713 -0,56
2026-04-23 13F Forum Financial Management, LP 163.359 -0,43 6.815 -0,03
2026-04-23 13F Bridge Generations Wealth Management Llc 0 -100,00 0
2026-04-08 13F Miracle Mile Advisors, LLC 0 -100,00 0
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-15 13F Legacy Capital Wealth Partners, LLC 0 -100,00 0
2026-04-07 13F Five Oceans Advisors 254.425 -0,00 10.615 0,40
2026-04-07 13F Park Avenue Securities Llc 78.733 -5,86 3 0,00
2026-05-13 13F AE Wealth Management LLC 99 -50,00 4 -50,00
2026-04-13 13F Plan Group Financial, LLC 24.471 -39,49 1.021 -39,29
2026-05-11 13F Foundations Investment Advisors, LLC 11.142 -17,26 465 -16,99
2026-04-14 13F Heirloom Wealth Management 192.214 -82,46 8.019 -82,39
2026-05-13 13F/A Jpmorgan Chase & Co 1.395 -80,20 58 -80,14
2026-02-12 13F Commonwealth Equity Services, Llc 42.143 -7,24 1.751 175.000,00
2026-05-14 13F Hrt Financial Lp 0 -100,00 0
2026-05-13 13F Geometric Wealth Advisors 511.563 -2,73 21.342 -2,34
2026-05-05 13F CPA Asset Management LLC 147.462 -10,88 6.152 -10,53
2026-05-08 13F Seneschal Advisors, LLC 119 -25,16 5 -33,33
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-12 13F Jane Street Group, Llc 0 -100,00 0
2026-04-24 13F Saxony Capital Management, LLC 13.074 -17,40 545 -17,05
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-05-12 13F Awm Capital, Llc 83.841 -1,24 3.498 -0,85
2026-05-14 13F Greenline Wealth Management LLC 0 -100,00 0
2026-04-14 13F Vestia Personal Wealth Advisors 31.840 -4,27 1.328 -4,05
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