Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Dimensional ETF Trust - Dimensional California Municipal Bond ETF inkluderer Lodestar Private Asset Management Llc, Parkshore Wealth Management, Inc., Pathstone Holdings, LLC, Hurlow Wealth Management Group, Inc., Fermata Advisors, LLC, Regatta Capital Group, Llc, Gradient Capital Advisors, LLC, Kaizen Financial Strategies, Retirement Planning Group, Mariner, LLC, og SOUTH STATE Corp .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 7 174 | 11,26 | 354 | 8,62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 66 137 | 0,62 | 3 261 | 0,03 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50 415 | 73,31 | 2 484 | 72,26 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 13 850 | 167,89 | 683 | 166,41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 505 | 0,80 | 25 | 0,00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 54 090 | 30,68 | 2 666 | 29,87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 740 194 | 7,15 | 233 597 | 6,46 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 6 589 | 325 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5 446 | 268 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13 909 | 703,99 | 685 | 705,88 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 691 179 | 7,65 | 34 061 | 6,95 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 16 057 | 791 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 6 130 | 302 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 35 336 | 0,76 | 1 741 | 0,12 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 39 198 | 0,23 | 1 932 | −0,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 23 598 | 108,85 | 1 163 | 107,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 844 422 | 6,00 | 41 613 | 5,31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15 050 | 223,66 | 742 | 222,17 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 478 533 | 6,59 | 220 702 | 5,91 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 003 | 99,70 | 99 | 100,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 54 671 | 3,80 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 17 704 | 872 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 17 705 | 873 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 18 879 | 10,35 | 930 | 9,67 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 971 | 96,60 | 1 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 33 291 | 30,36 | 1 641 | 29,54 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5 386 | 265 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3 380 | 0,75 | 167 | 0,00 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 4 710 | 232 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5 227 | 2,69 | 258 | 1,98 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 315 | 16 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 6 561 | 323 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 4 430 | 218 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 97 140 | 234,98 | 4 787 | 232,89 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4 522 | 223 |
