Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional US Real Estate ETF meliputi Summit Wealth Group Llc / Co, Merit Financial Group, LLC, M Holdings Securities, Inc., Legacy Capital Wealth Partners, LLC, Atlantic Union Bankshares Corp, Fundamentun, Llc, Sei Investments Co, Quadrature Capital Ltd, Hurlow Wealth Management Group, Inc., Accurate Wealth Management, LLC, Rsm Us Wealth Management Llc, Wealth Management Nebraska, Bayshore Asset Management, Llc, Brinker Capital Investments, LLC, Tableaux Llc, Northern Trust Corp, Allodium Investment Consultants, LLC, XY Planning Network, Inc., Signature Estate & Investment Advisors Llc, dan Maseco Llp .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 14,771 | 10.38 | 347 | 8.81 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 195,714 | 11.39 | 4,591 | 9.94 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 22,490 | 528 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 211,043 | 113.67 | 4,951 | 110.95 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 2,489,800 | 6.27 | 58,411 | 4.89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 47,665 | 0.02 | 1,118 | -1.24 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 82,444 | 5.03 | 1,934 | 3.70 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 21,900 | 79.70 | 521 | 83.75 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 61,456 | 11.49 | 1,442 | 10.00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 80,038 | 0.66 | 1,882 | -0.42 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 34,019 | 1.01 | 798 | -0.25 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,662 | 39 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 627,239 | 4.21 | 14,715 | 2.86 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 197,705 | 3.64 | 4,638 | 2.29 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 13,838 | 48.38 | 325 | 46.61 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 14,298 | 333 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 689,784 | 25.15 | 16,182 | 23.53 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 146,202 | 2.85 | 3,430 | 1.51 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 398,941 | 2.52 | 9,359 | 1.19 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 125,340 | 2.32 | 2,940 | 1.00 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 228,414 | 2.86 | 5,359 | 1.52 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 137,900 | 13.31 | 3,235 | 11.86 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 14,068 | 13.21 | 330 | 11.86 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 113,883 | 7.49 | 2,667 | 8.19 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 27,766 | 651 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 7 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 109,188 | 8.95 | 2,583 | 8.44 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 67,867 | 1.75 | 1,592 | 2.58 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 9,545 | 43.62 | 224 | 42.04 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 501,427 | 204.19 | 11,763 | 200.23 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 560,675 | 3.92 | 13,378 | 7.11 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,707 | 22.86 | 134 | 20.91 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 12,013 | 4.52 | 282 | 2.93 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 46,375 | 5.07 | 1,088 | 3.62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 393,673 | 28.62 | 9,236 | 26.94 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 30,427 | 14.50 | 714 | 13.00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 21,979 | 82.79 | 516 | 80.70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 127,870 | 2.33 | 3,000 | 0.98 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 2,259 | 94.57 | 53 | 92.59 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 224,558 | 8.76 | 5,268 | 7.36 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 199,596 | 2.29 | 4,806 | 4.91 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 223,532 | 5,244 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 132,994 | 0.92 | 3,120 | -0.38 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 9,073 | 213 | ||||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 461,044 | 7.37 | 10,816 | 5.97 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 623,570 | 22.08 | 14,629 | 20.48 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 65,497 | 8.65 | 1,536 | 7.26 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 202,147 | 1.29 | 4,742 | -0.02 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 11,011 | 321 | ||||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 253,852 | 2.09 | 5,955 | 0.76 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 63,367 | 9.24 | 1,487 | 7.84 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 4 | 0 | ||||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 51,036 | 4.89 | 1,197 | 3.55 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 874,413 | 6.76 | 20,566 | 10.82 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 22,687 | 532 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3,131,148 | 3.63 | 74,427 | 5.86 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 356,221 | 13.63 | 8,346 | 16.16 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 93,474 | 18.57 | 2,193 | 17.03 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 864,776 | 1.01 | 20,288 | -0.31 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 172,245 | 22.49 | 4,041 | 20.89 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 39,231 | 3.18 | 920 | 1.88 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1,788,642 | 3.25 | 41,962 | 1.91 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 42,442 | 0.36 | 996 | -1.00 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 17,887 | 6.50 | 420 | 5.01 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 216,916 | 0.03 | 5,089 | -1.28 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8,799 | 206 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 487 | 11 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 4,296 | 101 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 9,759 | 229 | ||||||
| 2025-08-12 | 13F | Burk Holdings LLC | 93,741 | 40.68 | 2,199 | 38.91 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 242,945 | 26.68 | 5,731 | 25.73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 76,219 | 1,788 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 153 | 4 | ||||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 457,903 | 2.22 | 10,742 | 0.88 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 39,904 | 8.12 | 936 | 6.73 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2,073,367 | 2.94 | 48,641 | 1.60 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 38,483 | 4.08 | 903 | 2.73 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 395,881 | 2.14 | 9,287 | 0.80 | ||||
| 2025-08-07 | 13F | PFG Advisors | 87,469 | 6.77 | 2,052 | 5.39 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 321,767 | 0.68 | 7,549 | -0.63 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 242,972 | 1.75 | 5,700 | 0.42 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 131,176 | 33.58 | 3,077 | 41.41 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 101,704 | 5.97 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 70,626 | 32.33 | 1,657 | 30.60 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,990 | 0.61 | 47 | -2.13 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 15,822 | 371 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 13,280 | 0.28 | 312 | -0.96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 310,093 | 15.61 | 7 | 16.67 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 607,100 | 31.95 | 14,243 | 30.23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 189,278 | 91.55 | 4,440 | 89.10 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 157,166 | 3.99 | 3,687 | 2.64 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 59,568 | 3.40 | 1,397 | 2.05 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 38,171 | 3.77 | 896 | 2.40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 368,959 | 3.06 | 8,656 | 1.70 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 252,913 | 0.17 | 5,933 | -1.13 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 227,602 | 48,952.16 | 5,340 | 8.21 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 185,618 | 4,355 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 49,879 | 1,170 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 148,232 | 174.13 | 3,478 | 170.58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42,117 | 988 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 44,941 | 25.32 | 1,035 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | |||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 15,109 | 0.29 | 354 | -1.12 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 484,195 | 0.92 | 11,359 | -0.39 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 79,308 | 4.08 | 1,861 | 2.71 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 20,479 | 480 | ||||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 158,193 | 4.43 | 3,711 | 3.08 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 80,069 | 24.62 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 163,458 | 10.07 | 3,835 | 8.61 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 37,748 | 1 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 22,502 | 528 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 11,831 | 278 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 310 | 133.08 | 7 | 133.33 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 18,208 | 429 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 35,653 | 13.23 | 836 | 11.76 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12,101 | 284 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 23,017 | 540 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 78,045 | 24.24 | 1,831 | 22.57 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,586,771 | 712.30 | 84,146 | 701.76 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14,518 | 34.17 | 341 | 32.30 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 204,474 | 2.63 | 4,797 | 1.29 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 60,528 | 1.31 | 1,420 | -0.07 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 28,427 | 1.81 | 676 | 4.01 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 22,447 | 6.64 | 527 | 5.20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 241,524 | 31.01 | 5,666 | 29.30 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 513,347 | 7.37 | 12,043 | 5.98 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11,619 | 273 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 386,110 | 1.42 | 9,058 | 0.10 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 48,225 | 19.40 | 1,131 | 17.81 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 | 0 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 10,354 | 243 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 113,168 | 17.29 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1,201,241 | 6.49 | 28,181 | 5.11 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 130,756 | 12.73 | 3,068 | 11.24 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 341,888 | 10.65 | 8,021 | 9.20 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 49,289 | 9.01 | 1,156 | 7.64 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 37,967 | 2.58 | 891 | 1.25 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,057 | 0.57 | 25 | 0.00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 2,335 | 117.21 | 55 | 116.00 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 20,392 | 2.80 | 478 | 1.49 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 281,747 | 9.55 | 6,610 | 8.11 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 172,471 | 14.23 | 4,046 | 12.76 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 46,180 | 1,083 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 362 | 0 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1,266,475 | 3.84 | 29,711 | 2.48 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 87,446 | 9.31 | 2,051 | 7.89 |
