Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional International High Profitability ETF meliputi Kestra Investment Management, LLC, Financial Consulate, Inc, Premier Financial Group, Corrigan Financial, Inc., McElhenny Sheffield Capital Management, LLC, M Holdings Securities, Inc., Sentinel Wealth Management, Inc., Summit Wealth Group Llc / Co, Kestra Private Wealth Services, Llc, Everest Management Corp., Cascade Wealth Advisors, Inc, Bragg Financial Advisors, Inc, Dorsey & Whitney Trust CO LLC, Rsm Us Wealth Management Llc, Poinciana Advisors Group, Llc, Great Valley Advisor Group, Inc., Lauterbach Financial Advisors, LLC, RAM Investment Partners, LLC, Beacon Financial Advisory LLC, dan First Financial Group Corp .
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 | Brighton Jones Llc | 13,453 | 8.54 | 397 | 18.92 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 35,685 | 16.56 | 1,052 | 27.67 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,905 | 13.54 | 440 | 24.01 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1,840,775 | 54,284 | ||||||
2025-07-22 | 13F | Awm Capital, Llc | 7,360 | 217 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 64,431 | 9.20 | 1,900 | 19.57 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 296,255 | 4.40 | 8,737 | 14.29 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 2,224,139 | 9.30 | 65,590 | 19.64 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 59,296 | 0.19 | 1,749 | 9.66 | ||||
2025-07-23 | 13F | First Financial Group Corp | 8,612 | 254 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 65,478 | 9.32 | 1,925 | 18.53 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 855,214 | 112.11 | 25,220 | 132.19 | ||||
2025-07-15 | 13F | Vestment Financial LLC | 119,328 | 7.27 | 3,525 | 17.11 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 403 | 1,200.00 | 12 | |||||
2025-08-13 | 13F | Satovsky Asset Management Llc | 1,697,956 | 0.87 | 50,073 | 10.42 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,135 | 1.07 | 33 | 10.00 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 2,180,301 | 2.14 | 64,297 | 11.81 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 161,725 | 56.07 | 4,769 | 70.87 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6,859 | 202 | ||||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 537,932 | 0.92 | 15,864 | 10.47 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 165,485 | 2.88 | 4,880 | 12.62 | ||||
2025-08-12 | 13F | Landing Point Financial Group, LLC | 13,954 | 21.47 | 412 | 33.01 | ||||
2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 36,041 | 1 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 25,252,358 | 11.71 | 744,692 | 22.28 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,006 | 354 | ||||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 20,948 | 616 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 296,694 | 12.13 | 8,750 | 22.74 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 29,268 | 2.77 | 863 | 20.19 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 257,652 | 67.32 | 7,598 | 83.17 | ||||
2025-07-18 | 13F | Benchmark Wealth Management, LLC | 20,652 | 45.05 | 609 | 59.01 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 11,720 | 11.61 | 346 | 22.34 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 0 | ||||||
2025-07-14 | 13F | Shearwater Capital LLC | 6,978 | 206 | ||||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 19,558 | 18.93 | 577 | 30.02 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 133,407 | 2.24 | 3,934 | 11.92 | ||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 585,894 | 15,784 | ||||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 34,992 | 0.62 | 1,041 | 14.02 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 241,724 | 5.89 | 7,126 | 22.10 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 110,156 | 3 | ||||||
2025-07-30 | 13F | Brookstone Capital Management | 6,894 | 203 | ||||||
2025-08-04 | 13F | Hutchinson Capital Management/ca | 86,952 | 7.85 | 2,564 | 18.05 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 58,322 | 12.25 | 1,720 | 22.87 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 42,019 | 1 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23,514 | 693 | ||||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 486,699 | 1.20 | 14,353 | 10.77 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 222,066 | 11.76 | 6,549 | 22.35 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 23,936,337 | 14.20 | 705,883 | 25.01 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 21,135 | 0.13 | 623 | 9.68 | ||||
2025-08-08 | 13F | Gts Securities Llc | 7,351 | 217 | ||||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 13,957 | 8.16 | 412 | 18.44 | ||||
2025-07-15 | 13F | Great Oak Capital Partners, Llc | 671,718 | 5.53 | 19,749 | 23.60 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 8,181 | 241 | ||||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,384,277 | 1.51 | 129,292 | 11.11 | ||||
2025-08-12 | 13F | LPL Financial LLC | 94,606 | 14.04 | 2,790 | 24.84 | ||||
2025-08-11 | 13F | Citigroup Inc | 22,481 | 52.94 | 663 | 67.59 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 595 | 0 | ||||||
2025-08-14 | 13F | Navigoe, LLC | 200,046 | 67.65 | 6 | 66.67 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 98,344 | 25.99 | 2,900 | 37.96 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 8,600 | 254 | ||||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 315,038 | 2.18 | 9,290 | 11.85 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11,042 | 4.28 | 326 | 14.04 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 10,773 | 3.42 | 318 | 13.21 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,103 | 33 | ||||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 160,009 | 0.12 | 4,719 | 9.59 | ||||
2025-05-02 | 13F | MB Generational Wealth, LLC | 204,511 | 0.88 | 5,510 | 7.72 | ||||
2025-07-21 | 13F | Matauro, Llc | 8,267 | 1.09 | 244 | 10.45 | ||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 364,486 | 2.43 | 10,749 | 12.13 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 9,172 | 0.22 | 270 | 4.65 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 7,675 | 226 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59,581 | 4.60 | 1,757 | 14.54 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 1,027,563 | 9.52 | 30 | 20.00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10,695 | 32.99 | 315 | 45.83 | ||||
2025-07-31 | 13F | City State Bank | 16,500 | 9,066.67 | 487 | 12,050.00 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 6,458,111 | 1.92 | 173,982 | 8.83 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 330 | 10 | ||||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 995,438 | 16.57 | 29,355 | 27.60 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 67,582 | 3.40 | 1,990 | 13.01 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 29,664 | 31.41 | 875 | 43.75 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1,849 | 55 | ||||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19,046 | 6.04 | 562 | 15.43 | ||||
2025-07-15 | 13F | Maseco Llp | 4,751 | 140 | ||||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 7,218 | 213 | ||||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 141,280 | 8.79 | 4,166 | 19.10 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,146 | 0.24 | 122 | 9.91 | ||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 110,951 | 4.50 | 3,271 | 14.34 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 97,370 | 3.48 | 2,871 | 13.25 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 345,714 | 4.21 | 10,195 | 14.09 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 7,265 | 214 | ||||||
2025-07-21 | 13F | 25 Llc | 8,519 | 3.17 | 251 | 13.06 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 54,013 | 3.87 | 1,593 | 13.71 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 3,023 | 142.62 | 89 | 169.70 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 8,687 | 256 | ||||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 17,799 | 525 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 49,323 | 21.58 | 1,455 | 33.15 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14,497 | 4,042.00 | 428 | 4,644.44 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 172,169 | 10.66 | 5,077 | 21.14 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,087 | 1.12 | 32 | 14.29 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 95,327 | 15.66 | 2,811 | 26.62 | ||||
2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 103,000 | 103 | ||||||
2025-08-07 | 13F | PFG Advisors | 86,550 | 7.44 | 2,552 | 17.60 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 13,708 | 404 | ||||||
2025-08-14 | 13F | Betterment LLC | 47,597 | 23.61 | 1 | 0.00 | ||||
2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 190,974 | 12.38 | 5,632 | 23.00 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 271,247 | 0.48 | 7,999 | 10.00 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 265,197 | 12.41 | 7,821 | 23.05 | ||||
2025-07-25 | 13F | Cwm, Llc | 9,332 | 3.07 | 0 | |||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 510 | 15 | ||||||
2025-08-14 | 13F | Mariner, LLC | 378,054 | 40.00 | 11,149 | 53.26 | ||||
2025-07-16 | 13F | Meredith Wealth Planning | 435,299 | 2.55 | 12,837 | 12.25 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 168,825 | 2.93 | 5,066 | 9.63 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 16,404 | 484 | ||||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 25,605 | 755 | ||||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 11,245 | 332 | ||||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 13,555 | 1.67 | 400 | 11.14 | ||||
2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 376,040 | 0.39 | 11,089 | 9.89 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,926 | 18.74 | 57 | 30.23 | ||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 12,745 | 376 | ||||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 315,333 | 12.53 | 9,299 | 23.18 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 25,786 | 1.39 | 760 | 10.95 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 18,577 | 4.98 | 548 | 14.92 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 326,621 | 3.01 | 9,632 | 12.76 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 169,298 | 41.23 | 4,993 | 54.60 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 157,604 | 1,268.21 | 4,648 | 1,399.03 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1,245,030 | 65.71 | 36,716 | 81.40 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 930,719 | 31.48 | 27,224 | 48.14 | ||||
2025-08-12 | 13F | Martin Worley Group | 149,782 | 14.16 | 4,417 | 24.99 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 201,288 | 1.58 | 5,936 | 11.18 | ||||
2025-07-29 | 13F | Master's Wealth Management Inc. | 151,974 | 1.50 | 4,482 | 11.11 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 10,038 | 50,090.00 | 296 | -5.13 | ||||
2025-08-14 | 13F | Colony Group, LLC | 12,915,929 | 102.50 | 380,891 | 121.66 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 124,502 | 16.72 | 3,672 | 27.78 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 56,264 | 84.65 | 1,659 | 102.32 | ||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 170,625 | 5.87 | 5,032 | 15.89 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,227 | 1,507.22 | 125 | 1,671.43 | ||||
2025-07-08 | 13F | Dover Advisors, Llc | 9,729 | 2.64 | 287 | 12.16 | ||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 354,680 | 9.54 | 10,459 | 19.92 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 13,643 | 20.91 | 402 | 32.67 | ||||
2025-07-18 | 13F | Financial Consulate, Inc | 832,618 | 24,554 | ||||||
2025-07-21 | 13F | Keb Asset Management, Llc | 25,788 | 16.29 | 760 | 27.30 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-28 | 13F | Strategent Financial, LLC | 43,268 | 14.89 | 1,276 | 25.74 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25,780,617 | 5.86 | 760,270 | 15.88 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18,783 | 59.87 | 506 | 70.95 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 105,561 | 462.00 | 3,113 | 515.02 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 48,639 | 509.51 | 1,434 | 570.09 | ||||
2025-08-14 | 13F | Premier Financial Group | 662,876 | 19,648 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 97,295 | 13.28 | 2,869 | 24.04 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 70,209 | 33.98 | 2,070 | 46.70 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 63,053 | 3.62 | 1,859 | 13.42 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 66,953 | 39.45 | 1,974 | 52.67 | ||||
2025-08-05 | 13F | Everest Management Corp. | 22,730 | 670 | ||||||
2025-07-29 | 13F | Disciplined Investments, LLC | 112,834 | 29.23 | 3,327 | 41.45 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 36,049 | 13.00 | 1,063 | 23.75 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 25,036 | 20.01 | 738 | 31.55 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 58,979 | 10.01 | 1,739 | 20.43 | ||||
2025-07-29 | 13F | Unison Advisors LLC | 10,448 | 0.91 | 308 | 10.79 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 82,337 | 8.23 | 2,428 | 18.50 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 2,888,479 | 0.79 | 85,181 | 10.34 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 7,286 | 30.18 | 215 | 42.67 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 166 | 5 | ||||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 1,036 | 1.07 | 31 | 11.11 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 8,154 | 240 | ||||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 80,809 | 9.53 | 2,383 | 19.93 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 2,352,865 | 4.54 | 69,386 | 14.44 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 462,206 | 0.04 | 13 | 8.33 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 410,683 | 18.60 | 12,111 | 29.83 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 9,300 | 274 |