DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF - Proprietà istituzionale - Venditori

Dimensional ETF Trust - Dimensional US Large Cap Value 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.

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
(%)
2026-05-12 13F Acorn Creek Capital Llc 791.358 -0,23 28.259 4,15
2026-04-20 13F Emprise Bank 32.248 -4,58 1.152 -0,43
2026-05-11 13F Momentous Wealth Management, Inc. 19.807 -21,15 707 -17,69
2026-05-15 13F Quadcap Wealth Management, LLC 8.455 -0,67 302 3,44
2026-05-06 13F VSM Wealth Advisory, LLC 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 98.726 -3,59 3.526 0,63
2026-05-15 13F Susquehanna International Group, Llp 20.573 -66,84 735 -65,41
2026-01-15 13F Capital Advisors Inc/ok 0 -100,00 0
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-15 13F Cardiff Park Advisors, Llc 27.034 -6,32 965 -2,23
2026-05-14 13F Advisory Alpha, LLC 372.399 -2,71 13.298 1,55
2026-05-01 13F Fifth Third Bancorp 0 -100,00 0
2026-04-14 13F Builder Investment Group Inc /adv 65.798 -5,65 2.350 -1,51
2026-05-15 13F Citadel Advisors Llc Put 0 -100,00 0
2026-04-16 13F Triad Wealth Partners, LLC 10.886 -23,66 389 -20,33
2026-04-13 13F Foster Group, Inc. 4.059.266 -2,02 144.956 2,27
2026-05-14 13F EP Wealth Advisors, Inc. 2.793.707 -10,65 99.763 -6,74
2026-05-07 13F Francis Financial, Inc. 117.957 -67,46 4.212 -66,03
2026-04-20 13F ABLE Financial Group, LLC 7.308 -7,55 261 -3,70
2026-05-08 13F Steward Partners Investment Advisory, Llc 2.906 -0,03 104 4,04
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 36.206 -1,19 1.293 3,11
2026-05-14 13F Financial Engines Advisors L.L.C. 441.756 -0,84 15.775 3,51
2026-05-11 13F Savvy Advisors, Inc. 34.881 -9,83 1.246 -5,90
2026-04-28 13F Canvas Wealth Advisors, LLC 9.913 -10,81 354 -7,11
2026-05-05 13F Mraz, Amerine & Associates, Inc. 57.584 -5,15 2.056 -0,96
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-14 13F Hilltop Holdings Inc. 8.206 -38,30 293 -35,46
2026-05-15 13F Smartleaf Asset Management LLC 5.915 -4,75 207 -3,27
2026-04-16 13F GEN Financial Management, INC. 57.763 -0,13 2.063 4,25
2026-05-14 13F Cowa, Llc 33.588 -0,21 1.199 4,17
2026-05-12 13F M Holdings Securities, Inc. 95.282 -2,50 4 0,00
2026-05-08 13F Addison Advisors LLC 1.185 -28,83 42 -25,00
2026-05-11 13F Pathstone Holdings, LLC 2.553.519 -0,22 91.186 4,16
2026-05-06 13F Private Wealth Asset Management, LLC 0 -100,00 0
2026-05-04 13F Chicago Partners Investment Group LLC 373.652 -4,52 13.960 0,17
2026-04-17 13F 55 North Private Wealth, LLC 10.191 -45,39 364 -43,10
2026-05-12 13F Jane Street Group, Llc Put 0 -100,00 0
2026-03-04 13F Rehmann Capital Advisory Group 0 -100,00 0 -100,00
2026-05-13 13F Brinker Capital Investments, LLC 0 -100,00 0
2026-04-15 13F Cranbrook Wealth Management, LLC 0 -100,00 0
2026-04-22 13F Matauro, Llc 0 -100,00 0
2026-04-28 13F Berger Financial Group, Inc 49.697 -3,83 1.775 0,40
2026-04-13 13F Cyndeo Wealth Partners, LLC 107.489 -3,01 3.838 1,24
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-05 13F UBS Group AG 0 -100,00 0
2026-05-11 13F WPWealth LLP 825.675 -6,89 29.485 -2,81
2026-04-16 13F Sentinel Pension Advisors Inc 168.898 -22,40 6.031 -18,99
2026-04-07 13F Park Avenue Securities Llc 169.301 -7,57 6 0,00
2026-04-28 13F Stratos Wealth Partners, LTD. 0 -100,00 0
2026-04-21 13F Kane Co Wealth Management, Inc. 8.739 -4,89 312 -0,64
2026-04-22 13F Vannoy Advisory Group, Inc. 71.395 -2,83 2.550 1,43
2026-01-20 13F Stratos Wealth Advisors, LLC 0 -100,00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 12.787 -12,45 478 -4,41
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 686.190 -43,09 24.607 -42,35
2026-05-07 13F Capital Performance Advisors Llp 5.915 -4,75 211 -0,47
2026-04-29 13F Cary Street Partners Financial Llc 4.869 -13,21 174 -9,42
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-05-04 13F LJI Wealth Management, LLC 9.659 -74,63 345 -73,58
2026-04-13 13F Cogent Private Wealth, Inc. 18.705 -1,76 668 2,46
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-06 13F Modera Wealth Management, LLC 176.867 -0,02 6.316 4,35
2026-05-12 13F Liberty Wealth Management Llc 382.353 -1,15 13.657 3,21
2026-05-11 13F Ponta Wealth Partners, LLC 19.807 -31,46 707 -28,44
2026-05-15 13F Equitable Holdings, Inc. 51.818 -6,65 1.773 -6,64
2026-05-01 13F Eq Wealth Advisors, Llc 14.469 -0,41 517 3,82
2026-05-15 13F Larson Financial Group LLC 158.201 -6,64 5.649 -2,54
2026-04-22 13F Retirement Guys Formula Llc 42.362 -16,29 1.513 -12,65
2026-05-01 13F Vantage Point Financial LLC 85.625 -4,30 3.058 -0,10
2026-04-14 13F Austin Wealth Management, LLC 9.584 -33,85 345 -32,49
2026-04-23 13F Vistica Wealth Advisors, LLC 23.036 -32,21 823 -29,26
2026-04-09 13F Kelly Financial Group Llc 422.016 -2,04 15.069 2,25
2026-04-30 13F Sequoia Financial Advisors, LLC 201.543 -21,31 7.197 -17,86
2026-05-06 13F Zhang Financial LLC 46.973 -2,61 1.677 1,70
2026-05-05 13F HighTower Advisors, LLC 2.161.041 -0,08 77.171 4,30
2026-05-05 13F Cherry Tree Wealth Management, LLC 1.131 -2,67 40 2,56
2026-05-08 13F Opus Financial Solutions LLC 15.517 -1,68 554 2,78
2026-05-12 13F Rsm Us Wealth Management Llc 25.760 -2,46 920 0,99
2026-05-04 13F RAM Investment Partners, LLC 6.052 -33,85 216 -30,77
2026-04-28 13F Pine Harbor Wealth Management, LLC 77.770 -9,74 2.777 -5,77
2026-05-15 13F Investmark Advisory Group LLC 84.402 -1,03 3.014 3,33
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-05-14 13F Captrust Financial Advisors 43.354 -0,33 1.548 4,03
2026-05-13 13F McMill Wealth Management 0 -100,00 0
2026-02-13 13F Total Wealth Planning, Llc 64.589 -93,89 2.210 -93,65
2026-04-07 13F Eastern Bank 19.146 -40,40 684 -37,80
2026-05-05 13F EnRich Financial Partners LLC 908.182 -2,77 32.431 1,50
2026-05-11 13F OpenArc Corporate Advisory, LLC 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 20.513 -0,80 733 3,54
2026-04-21 13F RCS Financial Planning, LLC 11.633 -16,38 415 -12,63
2026-05-13 13F SRS Capital Advisors, Inc. 101.611 -11,15 3.629 -7,26
2026-05-15 13F GWM Advisors LLC 181.387 -8,04 188 -97,21
2026-04-27 13F Truist Financial Corp 0 -100,00 0
2026-05-14 13F Hrt Financial Lp 0 -100,00 0
2026-04-08 13F Aurelius Family Office LLC 8.618 -1,25 308 0,33
2026-05-05 13F FinDec Wealth Services, Inc. 285.027 -17,32 10.178 -13,69
2026-05-15 13F Bank Of America Corp /de/ 958.442 -0,79 34.226 3,56
2026-05-13 13F/A Jpmorgan Chase & Co 423.583 -10,42 14.851 -8,20
2026-05-19 13F McIlrath & Eck, LLC 7.496 -2,15 268 1,91
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-12 13F First American Trust, Fsb 0 -100,00 0
2026-04-28 13F Family CFO Inc 0 -100,00 0
2026-04-08 13F Miracle Mile Advisors, LLC 117.677 -44,11 4.202 -41,66
2026-04-27 13F S.A. Mason LLC 0 -100,00 0
2026-05-11 13F RWM Asset Management, LLC 1.014.935 -2,00 36.243 -2,00
2026-04-16 13F Phillips Financial Management, Llc 1.411.955 -3,61 50.421 0,61
2026-02-05 13F Atria Investments Llc 0 -100,00 0
2026-05-08 13F Tillman Hartley LLC 0 -100,00 0
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-05-06 13F Aire Advisors, Llc 54.322 -1,40 1.940 2,92
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 10.946 -4,27 391 -7,58
2026-04-23 13F Drucker Wealth 3.0, LLC 57.088 -6,58 2.039 -2,49
2026-04-08 13F DiNuzzo Private Wealth, Inc. 1.804.410 -0,61 64.435 3,75
2026-04-22 13F Larry Mathis Financial Planning, LLC 0 -100,00 0
2026-04-14 13F Twin Cities Retirement Group LLC 10.741 -2,34 384 1,86
2026-05-04 13F Prudent Man Investment Management, Inc. 304.881 -0,08 10.430 -0,09
2026-05-11 13F Wells Fargo & Company/mn 160 -92,70 6 -93,24
2026-05-15 13F Ancora Advisors, LLC 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 63.619 -45,53 2.269 -42,29
2026-02-13 13F Entrewealth, Llc 0 -100,00 0
2026-01-30 13F Sigma Planning Corp 0 -100,00 0
2026-04-21 13F Wolfstich Capital, LLC 64.856 -64,44 2.274 -63,56
2026-04-30 13F LRI Investments, LLC 164.233 -6,33 5.865 -2,22
2026-05-12 13F Jane Street Group, Llc 0 -100,00 0
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 0 -100,00 0
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista