Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF meliputi Maseco Llp, Hill Island Financial Llc, Thrivent Financial For Lutherans, Triune Financial Partners, LLC, Mml Investors Services, Llc, Cerity Partners LLC, Premier Financial Group, Schubert & Co, Sellwood Investment Partners LLC, Fund Evaluation Group, LLC, Cambridge Investment Research Advisors, Inc., Blue Oak Capital, LLC, Prime Buchholz LLC, First Affirmative Financial Network, XY Planning Network, Inc., Robinson Smith Wealth Advisors Llc, Accurate Wealth Management, LLC, Integrity Wealth Solutions LLC, Brown Advisory Inc, dan Smartleaf Asset 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 81,859 | 80.16 | 3,226 | 103.53 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 104,102 | 0.97 | 4,103 | 14.04 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 30,226 | 12.48 | 1,191 | 27.11 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,336 | 99.19 | 526 | 125.32 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 10,823 | 5.76 | 427 | 19.33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7,097 | 0.60 | 280 | 9.41 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,174 | 11.92 | 46 | 27.78 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 43,886 | 2.18 | 1,730 | 20.49 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 70,677 | 4.76 | 2,785 | 18.36 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 13,073 | 30.03 | 515 | 47.14 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 111,411 | 18.40 | 4,391 | 33.72 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 6,045 | 238 | ||||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 6,814 | 269 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 5,856 | 231 | ||||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 13,534 | 533 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 254,144 | 5.82 | 10,016 | 19.53 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 11,929 | 24.35 | 469 | 33.24 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 6,181 | 216 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 | 0 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 103 | 0.98 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 305 | 301.32 | 12 | 500.00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 17,455 | 15.58 | 687 | 36.11 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 12,289 | 1.78 | 484 | 14.96 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 180,007 | 17.93 | 7,094 | 33.22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,303 | 9.52 | 130 | 23.81 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 44,471 | 1,781 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 13,475 | 3.76 | 531 | 17.22 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 21,011 | 0.19 | 828 | 13.27 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 41,239 | 1.29 | 1,625 | 14.44 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 429,761 | 0.96 | 16,937 | 14.04 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 8,375 | 10.12 | 330 | 24.53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 29,482 | 17.89 | 1,162 | 33.14 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 6,604 | 4.59 | 260 | 18.18 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 694,253 | 3.03 | 27,360 | 16.38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12,755 | 18.60 | 503 | 33.87 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 6,650 | 0.99 | 262 | 14.41 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 295 | 29,400.00 | 12 | |||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 8,666 | 22.13 | 342 | 38.06 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 560,620 | 5.80 | 22,094 | 19.51 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 7,341 | 1.27 | 289 | 14.68 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 31,854 | 104.51 | 1,255 | 131.12 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1,613 | 23.60 | 64 | 40.00 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 50,684 | 1.11 | 1,997 | 14.18 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 138,880 | 0.17 | 5,473 | 13.15 | ||||
| 2025-07-15 | 13F | Maseco Llp | 843,506 | 33,238 | ||||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 10,812 | 0.29 | 426 | 13.30 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 7,885 | 311 | ||||||
| 2025-07-29 | 13F | Schubert & Co | 24,904 | 981 | ||||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 77,359 | 9.53 | 3,049 | 23.70 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 7,527 | 17.15 | 297 | 32.14 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 229,002 | 8,899 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 154,343 | 6.36 | 6,036 | 23.08 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5,588 | 220 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 632 | 1.28 | 25 | 20.00 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 209,354 | 0.58 | 8,251 | 13.61 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 322,948 | 2.50 | 12,727 | 15.78 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 77,558 | 37.96 | 3,057 | 55.84 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 30,743 | 34.53 | 1,212 | 51.94 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 45,754 | 6.15 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 2,860 | 71,400.00 | 113 | 25.84 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 185,505 | 7,311 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 29,986 | 0.39 | 1,182 | 13.34 | ||||
| 2025-08-14 | 13F | Betterment LLC | 63,975 | 22.55 | 3 | 100.00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 5,746 | 226 | ||||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 6,364 | 0.32 | 251 | 13.12 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 8,184 | 112.68 | 323 | 140.30 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4,479 | 1.31 | 176 | 14.29 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 31,045 | 1.26 | 1,223 | 14.41 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 14,431 | 569 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 20,033 | 0.01 | 807 | 8.61 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 17,370 | 141.59 | 606 | 30,200.00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,829 | 231 | ||||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 173,376 | 0.69 | 6,833 | 13.73 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 226,384 | 47.29 | 8,922 | 66.37 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 16,594 | 27.77 | 654 | 44.15 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 371,380 | 35.48 | 14,636 | 53.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,152,210 | 85.55 | 45,409 | 109.58 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 9,110 | 126.50 | 359 | 156.43 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 10,892 | 429 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9,409 | 12.76 | 371 | 27.15 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 594 | 1.19 | 23 | 9.52 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 13,780 | 0.53 | 543 | 13.60 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 113,442 | 4,471 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 185,790 | 4.10 | 7,322 | 17.59 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 90,282 | 1.91 | 3,558 | 15.15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 523 | 0.19 | 21 | 11.11 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 112,255 | 0.70 | 4,424 | 13.73 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 24,716 | 19.79 | 974 | 35.47 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 37,012 | 1,485 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 206,030 | 2.47 | 8,120 | 15.75 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 106,761 | 45.81 | 4,207 | 64.72 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 19,688 | 62.52 | 1 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 80,399 | 11.99 | 3,169 | 26.52 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12,536 | 1.78 | 494 | 15.15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10,728 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4,140 | 201.31 | 163 | 246.81 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 3,273 | 13.69 | 129 | 33.33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24,935 | 141.24 | 983 | 172.78 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 306 | 84.34 | 12 | 100.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 45,064 | 2 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 114,575 | 12.71 | 4,515 | 27.33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 63,082 | 0.25 | 2,486 | 13.26 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 11,884 | 38.91 | 468 | 57.05 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 10,710 | 0.85 | 422 | 14.05 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 11,773 | 21.13 | 464 | 36.58 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 14,303 | 7.15 | 564 | 21.08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 134,529 | 5 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,391 | 55 |
