Mga Batayang Estadistika
Pemilik Institusional | 146 total, 146 long only, 0 short only, 0 long/short - change of 5.04% MRQ |
Alokasi Portofolio Rata-rata | 0.3697 % - change of 2.68% MRQ |
Saham Institusional (Jangka Panjang) | 8,202,538 (ex 13D/G) - change of 0.80MM shares 10.84% MRQ |
Nilai Institusional (Jangka Panjang) | $ 303,830 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF (US:DFSE) memiliki 146 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 8,202,538 saham. Pemegang saham terbesar meliputi Awm Capital, Llc, Quantum Financial Advisors, LLC, Maseco Llp, Colony Group, LLC, Forum Financial Management, LP, Five Oceans Advisors, Abacus Wealth Partners, LLC, Citrine Capital LLC, LongView Asset Management LLC, and Retirement Solution Inc. .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF (ARCA:DFSE) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 12, 2025 is 41.20 / share. Previously, on September 13, 2024, the share price was 33.67 / share. This represents an increase of 22.36% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | Farther Finance Advisors, LLC | 16,222 | 1.66 | 617 | 14.26 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 12,071 | 0.02 | 459 | 13.05 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,559 | 0.00 | 59 | 13.46 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 30,796 | 6.98 | 1,172 | 20.95 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 18,254 | 695 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 96,572 | -3.17 | 3,712 | 10.51 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Cordant, Inc. | 32,121 | -2.96 | 1,223 | 9.69 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 9,453 | 5.38 | 360 | 18.87 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 7,996 | 8.36 | 304 | 22.58 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 6,890 | 0.00 | 262 | 12.93 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 17,625 | 1.08 | 671 | 22.71 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 71,492 | 10.87 | 2,721 | 25.29 | ||||
2025-08-11 | 13F | Babb Wealth Advisors LLC | 9,272 | 0.21 | 353 | 13.18 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 72,913 | 64.20 | 2,775 | 85.62 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8,849 | 6.99 | 337 | 30.12 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Flagstone Financial Management | 8,359 | 10.97 | 318 | 25.69 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 6,247 | -1.73 | 244 | 18.54 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 11,204 | -10.58 | 426 | 1.19 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 141,811 | 17.29 | 5,397 | 32.54 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 46,573 | -2.55 | 1,773 | 10.13 | ||||
2025-08-07 | 13F | Allworth Financial LP | 3,900 | 0.46 | 148 | 12.98 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 21,443 | 3.44 | 816 | 16.91 | ||||
2025-05-12 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Awm Capital, Llc | 627,225 | -28.90 | 23,872 | -19.66 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 31,701 | -4.34 | 1,207 | 8.06 | ||||
2025-08-07 | 13F | Nwam Llc | 19,553 | -15.23 | 744 | -4.12 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 33,684 | -49.00 | 1,282 | -42.36 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 23,530 | -29.54 | 896 | -20.52 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 11,517 | -0.04 | 438 | 12.89 | ||||
2025-08-14 | 13F | Colony Group, LLC | 537,973 | 71.98 | 20,475 | 94.35 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 77 | 1.32 | 3 | 0.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 6,315 | 240 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 187,337 | -6.83 | 7,130 | 5.29 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 16,745 | -0.58 | 637 | 12.35 | ||||
2025-05-02 | 13F | MB Generational Wealth, LLC | 16,780 | -5.07 | 565 | -3.42 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 29,778 | 1,168 | ||||||
2025-07-14 | 13F | Northland Capital Management LLC | 21,400 | 1.46 | 814 | 14.65 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 15,102 | 0.31 | 575 | 13.21 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 5,422 | 206 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 126,792 | 2.73 | 4,826 | 16.10 | ||||
2025-08-06 | 13F | North Capital, Inc. | 1,000 | -50.00 | 38 | -43.28 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 264,706 | 21.44 | 10,075 | 37.23 | ||||
2025-07-16 | 13F | Jentner Corp | 8,551 | 3.34 | 325 | 16.91 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 6,631 | 4.10 | 252 | 17.76 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 961 | 8.47 | 37 | 24.14 | ||||
2025-08-14 | 13F | Fmr Llc | 32 | 1 | ||||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 13,482 | -7.10 | 513 | 5.12 | ||||
2025-08-14 | 13F | Navigoe, LLC | 34,734 | 0.00 | 1 | 0.00 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4,102 | 6.82 | 156 | 20.93 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 7,255 | 0.00 | 276 | 13.11 | ||||
2025-08-12 | 13F | LPL Financial LLC | 12,032 | 44.93 | 458 | 63.80 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 16,707 | -20.97 | 636 | -10.69 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 75 | 3 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 7,766 | 296 | ||||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 12,747 | 93.93 | 485 | 119.46 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3,405 | 4.03 | 130 | 17.27 | ||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 16,284 | 0.66 | 620 | 13.79 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 9,308 | -19.28 | 354 | -8.76 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 207,019 | 7,879 | ||||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 210,308 | 1.91 | 7,083 | 3.61 | ||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 336,694 | -35.93 | 12,815 | -27.60 | ||||
2025-08-07 | 13F | Midwest Trust Co | 6,253 | 238 | ||||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 60,540 | -0.95 | 2,304 | 11.95 | ||||
2025-07-15 | 13F | Maseco Llp | 548,175 | 20,864 | ||||||
2025-08-15 | 13F | WealthCollab, LLC | 1,467 | 0.00 | 56 | 12.24 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 19,960 | 0.08 | 760 | 13.11 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 14,790 | 0.04 | 563 | 13.08 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 2,315 | -12.01 | 88 | 0.00 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 14,563 | 0.00 | 554 | 13.06 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 12,892 | 6.24 | 491 | 20.10 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 55 | 0.00 | 2 | 100.00 | ||||
2025-08-13 | 13F | Momentous Wealth Management, Inc. | 21,636 | 7.88 | 823 | 21.93 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 7,205 | 0.00 | 274 | 13.22 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 57,274 | 2.04 | 2,180 | 15.29 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1,224 | 28.17 | 47 | 53.33 | ||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 124,892 | 4,787 | ||||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 163,365 | -10.42 | 6,218 | 1.24 | ||||
2025-07-18 | 13F | Citrine Capital LLC | 305,892 | 1.12 | 11,642 | 14.27 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 1,851 | 0.00 | 70 | 12.90 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10,247 | 4.50 | 0 | |||||
2025-08-07 | 13F | Retirement Solution Inc. | 264,639 | 0.67 | 10,072 | 13.77 | ||||
2025-07-30 | 13F | Parcion Private Wealth LLC | 10,097 | 19.52 | 384 | 35.21 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 800 | 166.67 | 30 | 200.00 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 9,657 | -2.68 | 368 | 9.88 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 74,120 | -44.44 | 2,496 | -43.53 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 4,808 | -3.28 | 183 | 8.98 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 30,733 | 34.03 | 1,170 | 51.42 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 9,535 | 0.00 | 363 | 12.77 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 46,837 | 1,783 | ||||||
2025-08-14 | 13F | Betterment LLC | 16,083 | -22.75 | 1 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 19,500 | -15.24 | 742 | -4.13 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 4,884 | -54.03 | 186 | -48.18 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 55,089 | 2,097 | ||||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,720 | 0.00 | 65 | 14.04 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 21,695 | 0.00 | 826 | 13.01 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 648 | 0.00 | 25 | 14.29 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1,368 | 0.74 | 52 | 15.56 | ||||
2025-08-13 | 13F | United Wealth Management, LLC | 5,411 | 206 | ||||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 7,261 | 276 | ||||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 145 | 0.69 | 6 | 25.00 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 396,139 | 0.13 | 15,077 | 13.16 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 1,180 | 58,900.00 | 45 | 12.82 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Apella Capital, LLC | 51,928 | 8.53 | 1,966 | 29.17 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 4,629 | -2.01 | 176 | 10.69 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6,772 | 0.00 | 266 | 13.73 | ||||
2025-05-15 | 13F | Wealth Management Strategies, Inc. | 7,440 | 251 | ||||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 458 | 0.66 | 17 | 13.33 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 122,146 | 5 | ||||||
2025-07-16 | 13F | Five Oceans Advisors | 351,894 | 5.86 | 13,393 | 19.63 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 60,784 | -0.16 | 2,313 | 12.83 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 6,312 | 0.59 | 240 | 13.74 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 11,592 | 9.67 | 441 | 24.23 | ||||
2025-08-12 | 13F | Triune Financial Partners, LLC | 47,098 | 1,793 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 222,203 | 34.03 | 8,457 | 51.50 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 1,504 | 0.74 | 58 | 11.54 | ||||
2025-07-07 | 13F | New Capital Management LP | 74,936 | 8.20 | 2,852 | 22.30 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 800 | 0.00 | 30 | 15.38 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Premier Financial Group | 12,943 | 511 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 43,944 | 2.15 | 1,673 | 15.47 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | Asset Dedication, LLC | 80,064 | -0.16 | 3,047 | 12.85 | ||||
2025-07-25 | 13F | Cwm, Llc | 1,137 | 0.00 | 0 | |||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 10,395 | 0.00 | 350 | 1.74 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 5,268 | 200 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 236 | -4.84 | 9 | 0.00 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 6,966 | 0.00 | 265 | 13.25 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 31,932 | 5.99 | 1,215 | 19.82 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 7,498 | -46.73 | 285 | -39.87 | ||||
2025-07-14 | 13F | BetterWealth, LLC | 13,808 | 1.23 | 526 | 14.38 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 89,766 | 3.05 | 3,416 | 16.47 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 10,217 | 25.29 | 389 | 41.61 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 42,127 | 3.12 | 1,603 | 16.58 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 6,560 | 0.44 | 250 | 13.70 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 573,927 | -1.71 | 21,844 | 11.07 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 64,715 | -4.93 | 2,463 | 7.46 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 148,343 | 154.58 | 5,646 | 187.72 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 49,829 | 8.39 | 1,896 | 22.48 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 5,738 | -1.07 | 218 | 11.79 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 5,445 | 207 | ||||||
2025-08-13 | 13F | RW Investment Management LLC | 27,435 | 0.02 | 1,044 | 13.11 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 9,285 | -9.45 | 353 | 2.32 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 16,037 | 0.61 | 610 | 13.81 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 454 | 0.22 | 0 | |||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 1,031 | 0.00 | 39 | 14.71 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 66,500 | 17.44 | 2,531 | 32.67 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 777 | 346.55 | 29 | 480.00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 294 | 292.00 | 11 | 266.67 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 6,074 | 231 |