Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF termasuk Quantum Financial Advisors, LLC, Concord Asset Management, LLC/VA, AssuredPartners Investment Advisors, LLC, Fundamentun, Llc, Maseco Llp, Financial Engines Advisors L.L.C., Red Lighthouse Investment Management, Llc, Cahill Wealth Management, LLC, Elser Financial Planning, Inc, Main Street Financial Solutions, LLC, Dynamic Advisor Solutions LLC, Kiker Wealth Management, LLC, Wealthcare Advisory Partners LLC, Equitable Holdings, Inc., Gts Securities Llc, Destination Wealth Management, Firethorn Wealth Partners, Llc, Legacy Investment Solutions, LLC, Bank Of America Corp /de/, dan Stephens Consulting, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 9,697 | 493 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 82,345 | 9.22 | 4 | 33.33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 69,114 | 0.66 | 3,509 | 0.72 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 225,384 | 337.93 | 11,450 | 572,350.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,200 | 93.15 | 112 | 94.74 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 45,125 | 206.04 | 2,290 | 206.15 | ||||
| 2025-07-29 | 13F | Schubert & Co | 16,825 | 1.09 | 854 | 1.07 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 12,446 | 632 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 121,313 | 4.71 | 6,157 | 4.75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 175,817 | 93.05 | 8,923 | 93.12 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 147,868 | 2.21 | 7,490 | 2.07 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 5,325 | 3.30 | 270 | -1.82 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1,813 | 92 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,746 | 292 | ||||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 158,674 | 3.82 | 8,053 | 3.86 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 16,855 | 2.18 | 855 | 2.27 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 23,283 | 2.58 | 1,182 | 2.61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,962 | 0.05 | 100 | 0.00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10,288 | 342,833.33 | 522 | 0.38 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 185 | 9 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31,138 | 52.12 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 562,502 | 28.52 | 28,547 | 28.57 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 68,986 | 3,501 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 4,047 | 1.10 | 205 | 0.99 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 6,471 | 0.83 | 328 | 0.92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 64,431 | 13.90 | 3,270 | 13.94 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 178,909 | 27.28 | 9,080 | 27.34 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 52 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,947 | 302 | ||||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 222,682 | 6.36 | 11,301 | 6.40 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 9,353 | 63.34 | 475 | 63.45 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 9,933 | 504 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14,674 | 745 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 4,121 | 0.88 | 209 | 0.97 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 68,703 | 1.26 | 3,487 | 1.31 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18,594 | 41.35 | 944 | 41.38 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 404,800 | 4.14 | 20,544 | 4.18 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 29,711 | 20.39 | 1,508 | 20.46 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 130,489 | 99.11 | 6,622 | 99.22 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,768 | 242 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,935 | 63.78 | 504 | 64.17 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 298,810 | 5.79 | 15,165 | 5.83 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 25,794 | 33.03 | 1,309 | 33.16 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 138,562 | 4.27 | 7,032 | 4.32 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 98,732 | 22.31 | 5,011 | 22.34 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 67 | 34.00 | 3 | 50.00 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 15,460 | 63.03 | 785 | 62.99 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 67,000 | 0.75 | 3,400 | 0.80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 447,866 | 12.43 | 22,711 | 12.37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,797 | 6.15 | 243 | 6.11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 98,600 | 15.92 | 5,004 | 15.94 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,486 | 1.99 | 380 | 1.88 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 34,825 | 160.86 | 1,767 | 161.00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 16,477 | 25.67 | 836 | 25.71 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 58,196 | 17.48 | 2,953 | 17.56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 99,840 | 292.28 | 5,067 | 292.41 | ||||
| 2025-08-14 | 13F | Betterment LLC | 35,761 | 29.85 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1,332 | 1.06 | 68 | 1.52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 21,348 | 294.97 | 1,083 | 295.26 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 22,745 | 4.09 | 1,154 | 4.15 | ||||
| 2025-07-15 | 13F | Maseco Llp | 25,140 | 1,275 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,000 | 254 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 305 | 0.99 | 0 | |||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 185,413 | 9,410 | ||||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 23,710 | 88.50 | 1,203 | 88.56 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 4,638 | 235 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 68,703 | 3,487 | ||||||
| 2025-08-08 | 13F | Creative Planning | 67,651 | 113.24 | 3,433 | 113.36 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 322,284 | 6.91 | 16,356 | 6.94 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 51,289 | 2,603 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 414,416 | 8.87 | 21,032 | 8.91 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 4,228 | 215 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 5,900 | 299 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7,993 | 0.85 | 406 | 0.75 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 103,871 | 9.81 | 5,271 | 9.86 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 608,625 | 14.83 | 30,888 | 14.88 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 67,959 | 13.16 | 3,449 | 13.20 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2,929,200 | 4.56 | 148,657 | 4.60 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 51,027 | 2,590 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 53,337 | 49.47 | 2,707 | 49.50 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 73,025 | 23.28 | 3,706 | 23.37 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 26,519 | 1,346 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7,102 | 360 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 68,635 | 16.16 | 3 | 50.00 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 168,610 | 1.51 | 8,565 | 1.66 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 125,447 | 1.95 | 6,366 | 2.00 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 10,883 | 148.07 | 552 | 148.65 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 183,205 | 3.24 | 9,327 | 3.60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 167,719 | 7.97 | 8,512 | 8.01 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 8,634 | 0.64 | 438 | 0.69 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 42,497 | 4.93 | 2,157 | 4.97 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,145 | 58 |
