Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF meliputi Maseco Llp, Thrivent Financial For Lutherans, Hill Island Financial Llc, Triune Financial Partners, LLC, Cerity Partners LLC, Aspen Capital Management, LLC, Premier Financial Group, HighTower Advisors, LLC, Wealth Management Strategies, Inc., Sellwood Investment Partners LLC, Envestnet Asset Management Inc, Midwest Trust Co, Tanager Wealth Management LLP, United Wealth Management, LLC, dan Mills Wealth Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 21,636 | 7.88 | 823 | 21.93 | ||||
| 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 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 30,796 | 6.98 | 1,172 | 20.95 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 18,254 | 695 | ||||||
| 2025-07-30 | 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 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,453 | 5.38 | 360 | 18.87 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 305,892 | 1.12 | 11,642 | 14.27 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 7,996 | 8.36 | 304 | 22.58 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10,247 | 4.50 | 0 | |||||
| 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 | ||||
| 2025-08-07 | 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 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 9,272 | 0.21 | 353 | 13.18 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 30,733 | 34.03 | 1,170 | 51.42 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 72,913 | 64.20 | 2,775 | 85.62 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 46,837 | 1,783 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8,849 | 6.99 | 337 | 30.12 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 8,359 | 10.97 | 318 | 25.69 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 141,811 | 17.29 | 5,397 | 32.54 | ||||
| 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 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 55,089 | 2,097 | ||||||
| 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 | Colony Group, LLC | 537,973 | 71.98 | 20,475 | 94.35 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 51,928 | 8.53 | 1,966 | 29.17 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 77 | 1.32 | 3 | 0.00 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 7,440 | 251 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6,315 | 240 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 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 | ||||
| 2025-07-08 | 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 | ||||
| 2025-08-11 | 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 | ||||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 264,706 | 21.44 | 10,075 | 37.23 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 222,203 | 34.03 | 8,457 | 51.50 | ||||
| 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 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1,504 | 0.74 | 58 | 11.54 | ||||
| 2025-08-14 | 13F | Fmr Llc | 32 | 1 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 74,936 | 8.20 | 2,852 | 22.30 | ||||
| 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 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4,102 | 6.82 | 156 | 20.93 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 5,268 | 200 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 12,032 | 44.93 | 458 | 63.80 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 31,932 | 5.99 | 1,215 | 19.82 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 13,808 | 1.23 | 526 | 14.38 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 75 | 3 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7,766 | 296 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 89,766 | 3.05 | 3,416 | 16.47 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 12,747 | 93.93 | 485 | 119.46 | ||||
| 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 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3,405 | 4.03 | 130 | 17.27 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 6,560 | 0.44 | 250 | 13.70 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 16,284 | 0.66 | 620 | 13.79 | ||||
| 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 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6,253 | 238 | ||||||
| 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 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5,445 | 207 | ||||||
| 2025-08-13 | 13F | RW Investment Management LLC | 27,435 | 0.02 | 1,044 | 13.11 | ||||
| 2025-07-18 | 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 | RAM Investment Partners, LLC | 66,500 | 17.44 | 2,531 | 32.67 | ||||
| 2025-07-15 | 13F | Maseco Llp | 548,175 | 20,864 | ||||||
| 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 | ||||
| 2025-08-14 | 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 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 12,892 | 6.24 | 491 | 20.10 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 6,074 | 231 |
