Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF meliputi Maseco Llp, Summit Wealth Group Llc / Co, Strathmore Capital Advisors, Inc., Concord Asset Management, LLC/VA, XY Planning Network, Inc., Creative Planning, M. Kulyk & Associates, LLC, Greenspring Advisors, LLC, Root Financial Partners, LLC, dan Signature Resources Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 7,473 | 2.58 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9,616 | 33.04 | 504 | 35.48 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9,442 | 45.31 | 495 | 48.20 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 10,237 | 127.09 | 537 | 131.03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83,531 | 3.32 | 4,375 | 5.07 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 9,031 | 21.74 | 473 | 23.56 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 17,920 | 179,100.00 | 940 | 10.08 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 142,320 | 5.29 | 7,462 | 7.18 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 4,661 | 240 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 4,724 | 10.53 | 248 | 12.27 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 85,659 | 8.93 | 4,475 | 11.68 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 5,277 | 0.25 | 277 | 3.37 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 36,406 | 1,909 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 6,733 | 0.12 | 354 | 3.51 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 7,053 | 370 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 19,858 | 7.52 | 1,041 | 9.46 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 334,101 | 5.04 | 17,517 | 6.94 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36,919 | 371.87 | 1,936 | 381.34 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 12,470 | 39.97 | 654 | 42.58 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 52,613 | 11.16 | 2,759 | 13.17 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 659 | 0.15 | 35 | 3.03 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 8,060 | 68.62 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 190,988 | 9.44 | 10,013 | 11.42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 10,611 | 3.45 | 556 | 5.30 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 4,264 | 3.04 | 224 | 4.69 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13,212 | 0.07 | 693 | 1.91 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 13,922 | 1.55 | 730 | 3.26 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 17,149 | 896 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 36,286 | 20.94 | 1,902 | 23.11 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 12,616 | 661 | ||||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 5,122 | 269 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5,914 | 310 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 158,678 | 7.78 | 8,319 | 9.72 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 14,131 | 4.31 | 741 | 6.17 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 48,932 | 21.03 | 2,566 | 23.20 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 5,377 | 2.52 | 282 | 4.07 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 4,545 | 2.43 | 238 | 4.39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10,752 | 3.51 | 564 | 5.43 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 6,977 | 366 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33,096 | 164.18 | 2 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 815 | 43 | ||||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 128,462 | 43.39 | 6,735 | 46.00 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 2,098,846 | 0.31 | 110,043 | 2.12 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,455,542 | 76,321 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 76,109 | 15.56 | 3,990 | 17.66 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 86,640 | 1.56 | 4,543 | 3.39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 43,206 | 771.44 | 2,265 | 788.24 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 157,566 | 7.88 | 8,261 | 9.84 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 23,726 | 1.37 | 1,244 | 3.15 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3,902 | 205 |
