Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Dimensional ETF Trust - Dimensional World Equity ETF inkluderer Maseco Llp, Royal Harbor Partners, LLC, HighTower Advisors, LLC, Highland Financial Advisors, LLC, Bannerman Wealth Management Group, Llc, Verum Partners LLC, Stratos Wealth Partners, LTD., Modera Wealth Management, LLC, Creative Planning, Ashton Thomas Private Wealth, LLC, Buckingham Strategic Partners, Mission Wealth Management, Lp, Pathstone Holdings, LLC, Keb Asset Management, Llc, LRI Investments, LLC, Beaird Harris Wealth Management, LLC, Us Bancorp \de\, Maryland Capital Advisors Inc., og Zrc Wealth Management, Llc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 388 | 121,73 | 160 | 146,15 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 28 958 | 11,29 | 1 943 | 21,83 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 28 059 | 3,74 | 1 882 | 13,58 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 555 | 306 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 4 806 | 327 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 37 196 | 52,26 | 2 495 | 66,78 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 11 469 | 35,39 | 769 | 48,17 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 407 | 33,75 | 296 | 46,77 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 13 320 | 11,19 | 893 | 21,66 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 912 | 21,43 | 464 | 33,05 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 135 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4 759 | 319 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 25 833 | 9,16 | 1 733 | 19,45 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 2 | 100,00 | 0 | |||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 10 023 | 35,98 | 672 | 49,00 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 487 566 | 22,13 | 32 574 | 33,15 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4 141 | 0,02 | 278 | 9,49 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 33 474 | 0,75 | 2 245 | 10,32 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 57 586 | 639,80 | 3 913 | 704,94 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 14 827 | 15,27 | 998 | 35,97 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 146 | 10 | ||||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 7 991 | 536 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3 999 | 268 | ||||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 6 941 | 14,77 | 466 | 25,68 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3 110 | 209 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 7 987 | 1,69 | 536 | 11,23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19 060 | 1 279 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22 265 | 63,53 | 1 494 | 79,02 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 18 398 | 55,70 | 1 234 | 70,44 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 071 | 9,85 | 72 | 20,34 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17 549 | 86,18 | 1 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8 113 | 1,93 | 544 | 11,70 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 4 792 | 25,05 | 323 | 37,45 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 17 759 | 36,70 | 1 191 | 49,62 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 81 717 | 100 785,19 | 5 482 | 136 925,00 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 19 463 | 22,27 | 1 193 | 19,92 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 163 | 11 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5 162 | 346 | ||||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 10 486 | 40,88 | 703 | 54,17 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 3 851 | 7,66 | 258 | 17,81 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 621 634 | 14,74 | 41 699 | 25,60 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 102 632 | 6 885 | ||||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 14 579 | 15,67 | 978 | 26,55 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 406 | 78,85 | 27 | 107,69 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 418 | 28 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 278 | 19 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 6 531 | 27,29 | 438 | 39,49 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 3 812 | 0,26 | 256 | 9,91 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 9 302 | 126,22 | 624 | 147,22 | ||||
| 2025-07-15 | 13F | Maseco Llp | 133 950 | 8 979 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 36 836 | 1,78 | 2 471 | 11,41 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 417 | 431 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 188 794 | 50,99 | 12 664 | 65,28 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 3 330 | 0,39 | 223 | 9,85 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 12 098 | 6,49 | 812 | 16,52 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 62 525 | 7,62 | 4 194 | 17,81 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 6 732 | 13,52 | 453 | 24,79 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 8 597 | 104,98 | 577 | 124,12 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 4 923 | 6,88 | 0 | |||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 327 | 44 133,33 | 89 | −5,38 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4 236 | 18,32 | 260 | 16,14 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 62 398 | 2,60 | 4 186 | 12,32 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 43 826 | 0,06 | 2 940 | 9,50 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 487 | 0,21 | 33 | 6,67 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 583 061 | 10,87 | 39 112 | 21,36 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 61 721 | 61,94 | 4 140 | 77,30 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 3 639 | 0,55 | 244 | 10,41 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 4 865 | 13,06 | 326 | 23,95 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5 279 | 354 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 543 | 0,59 | 103 | 9,57 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9 544 | 4,08 | 640 | 14,08 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 485 | 0,62 | 33 | 10,34 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17 314 | 61,66 | 1 196 | 81,06 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 3 492 | 0,23 | 234 | 9,86 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 6 785 | 78,88 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 48 200 | 34,63 | 3 233 | 47,42 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11 054 | 48,44 | 741 | 62,50 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 10 709 | 0,68 | 718 | 10,29 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 8 043 | 7,54 | 540 | 17,69 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 20 142 | 9,25 | 1 351 | 19,66 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 18 443 | 0,55 | 1 237 | 10,05 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 652 | 20,18 | 312 | 31,65 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 98 127 | 11,65 | 6 618 | 27,74 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 809 | 15,90 | 54 | 28,57 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6 491 | 80,71 | 435 | 97,73 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 7 112 | 477 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 11 274 | 44,69 | 756 | 58,49 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 947 | 49,11 | 466 | 63,51 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 14 404 | 7,39 | 979 | 18,38 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 43 922 | 14,81 | 2 946 | 25,68 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 122 525 | 19,66 | 8 192 | 30,57 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 356 | 27,44 | 91 | 38,46 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 6 173 | 18,92 | 414 | 30,19 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 146 493 | 723,78 | 9 827 | 802,30 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 15 275 | 14,36 | 1 025 | 25,18 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6 531 | 18,21 | 438 | 29,59 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 9 157 | 24,77 | 614 | 36,75 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 35 440 | 41,44 | 2 377 | 54,85 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 155 007 | 7,59 | 10 398 | 17,77 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 30 884 | 11,09 | 2 | 100,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 147 043 | 0,56 | 9 864 | 10,08 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 17 988 | 35,02 | 1 207 | 44,95 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 9 422 | 2,05 | 632 | 11,86 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 35 388 | 53,10 | 2 374 | 67,58 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 12 587 | 844 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4 155 | 35,43 | 278 | 47,87 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 83 | 6 | ||||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 3 688 | 98,60 | 247 | 118,58 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61 429 | 15,87 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 290 | 19 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 47 782 | 12,89 | 3 205 | 23,60 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 11 837 | 3,83 | 794 | 13,75 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 217 521 | 1,45 | 14 591 | 11,05 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2 798 | 4,17 | 0 | |||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1 077 | 99,44 | 72 | 132,26 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 446 | 20,87 | 30 | 31,82 | ||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 152 823 | 5,94 | 10 251 | 15,97 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 3 014 | 202 |
