Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional World Equity ETF meliputi 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., dan Zrc Wealth Management, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 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 |
