Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Dimensional ETF Trust - Dimensional California Municipal Bond ETF termasuk Lodestar Private Asset Management Llc, Parkshore Wealth Management, Inc., Pathstone Holdings, LLC, Hurlow Wealth Management Group, Inc., Fermata Advisors, LLC, Regatta Capital Group, Llc, Gradient Capital Advisors, LLC, Kaizen Financial Strategies, Retirement Planning Group, Mariner, LLC, dan SOUTH STATE Corp .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 7,174 | 11.26 | 354 | 8.62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 66,137 | 0.62 | 3,261 | 0.03 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50,415 | 73.31 | 2,484 | 72.26 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 13,850 | 167.89 | 683 | 166.41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 505 | 0.80 | 25 | 0.00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 54,090 | 30.68 | 2,666 | 29.87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,740,194 | 7.15 | 233,597 | 6.46 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 6,589 | 325 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5,446 | 268 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13,909 | 703.99 | 685 | 705.88 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 691,179 | 7.65 | 34,061 | 6.95 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 16,057 | 791 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 6,130 | 302 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 35,336 | 0.76 | 1,741 | 0.12 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 39,198 | 0.23 | 1,932 | -0.41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 23,598 | 108.85 | 1,163 | 107.50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 844,422 | 6.00 | 41,613 | 5.31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15,050 | 223.66 | 742 | 222.17 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,478,533 | 6.59 | 220,702 | 5.91 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,003 | 99.70 | 99 | 100.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 54,671 | 3.80 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 17,704 | 872 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 17,705 | 873 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 18,879 | 10.35 | 930 | 9.67 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11,971 | 96.60 | 1 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 33,291 | 30.36 | 1,641 | 29.54 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5,386 | 265 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3,380 | 0.75 | 167 | 0.00 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 4,710 | 232 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5,227 | 2.69 | 258 | 1.98 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 315 | 16 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 6,561 | 323 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 4,430 | 218 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 97,140 | 234.98 | 4,787 | 232.89 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4,522 | 223 |
