Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional US Core Equity 1 ETF eröffnet haben, gehören Integras Partners LLC, Asset One Wealth Management LLC, Mercer Global Advisors Inc /adv, Painted Porch Advisors LLC, Equitable Holdings, Inc., Root Financial Partners, LLC, Lakewood Asset Management LLC, Buckingham Strategic Partners, Nalls Sherbakoff Group, Llc, Parkwoods Wealth Partners, LLC, Creative Planning, Baer Investment Advisory LLC, Innovative Asset Advisors Group, LLC, Heritage Wealth Architects, Inc., Topsail Wealth Management, LLC, Entrust Financial Llc, Strategic Investment Solutions, Inc. /IL, Ares Financial Consulting, LLC, AdvisorNet Financial, Inc, und Turtle Creek Wealth Advisors, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Fundamentun, Llc | 640.939 | 3,91 | 46.199 | 1,73 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 6.252 | 451 | ||||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 102.763 | 7.397 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 17.337 | 36,03 | 1.250 | 33,16 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 87.954 | 1,83 | 6.340 | -0,31 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 167 | 12 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 33.051 | 12,76 | 2.382 | 10,38 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 423.921 | 4,86 | 30.556 | 2,65 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 151.374 | 28,48 | 10.911 | 25,78 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 261.713 | 5,96 | 19 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 84.199 | 24,60 | 6.069 | 21,99 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 15.899 | 71,88 | 1.146 | 68,14 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 168.236 | 29,20 | 12.126 | 26,48 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 18.692 | 345,05 | 1.347 | 335,92 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 41.730 | 5,31 | 3.008 | 3,09 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 1.063.042 | 6,47 | 76.624 | 4,23 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 8.759 | 81,57 | 631 | 77,75 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 6.607 | 0,12 | 476 | -1,86 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 118 | 9 | ||||||
| 2026-05-11 | 13F | Scratch Capital Llc | 14.237 | 4,31 | 1.026 | 2,19 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 106.219 | 10,58 | 7.702 | 8,89 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 9.260 | 65,65 | 667 | 62,29 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 22.710 | 11,82 | 1.637 | 9,43 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 129 | 10 | ||||||
| 2026-05-12 | 13F | Creative Planning | 3.699 | 267 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 27.134 | 702,07 | 1.956 | 685,14 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 3.192 | 252 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 17.542 | 0,72 | 1.264 | -1,40 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 658.221 | 10,52 | 47.445 | 8,20 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 24.528 | 1.768 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 478.148 | 3,30 | 34.465 | 1,12 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 14.125 | 45,83 | 1.113 | 55,96 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 58.935 | 13,84 | 4.248 | 11,47 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 115.935 | 0,44 | 8.136 | -4,98 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 90.088 | 6.494 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 124.859 | 11,54 | 9 | 12,50 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 340.704 | 0,47 | 24.558 | -1,65 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 4.207 | 303 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 64.502 | 5.007 | ||||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 55.909 | 8,81 | 4.030 | 6,50 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 22.993 | 2,32 | 1.657 | 0,18 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 237.397 | 30,53 | 17.111 | 27,77 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 16.109 | 40,26 | 1.161 | 37,40 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 123.357 | 10,69 | 8.892 | 8,36 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 46.208 | 4,90 | 3.331 | 2,68 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 45.963 | 25,52 | 3.600 | 33,49 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 32.089 | 3,20 | 2.313 | 1,00 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 141.275 | 10,71 | 11 | 22,22 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 4.379 | 322 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 14.527 | 19,00 | 1.047 | 16,59 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.245 | 2.729,55 | 90 | 2.866,67 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 102.683 | 0,43 | 7.401 | -1,69 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 409.339 | 20,62 | 29.505 | 18,08 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 76.715 | 25,97 | 5.530 | 23,33 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 46.653 | 4,91 | 3.363 | 2,69 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 3.639 | 262 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.410 | 0,07 | 102 | -1,94 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 3.510 | 0,06 | 253 | -2,33 | ||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 270.193 | 2,15 | 19.476 | 0,00 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 117.840 | 12,02 | 8.494 | 9,66 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 979 | 56,14 | 71 | 54,35 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 7.614 | 5,71 | 549 | 3,40 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 671.656 | 9,18 | 48.413 | 6,88 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 47.035 | 15,01 | 3.390 | 12,59 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 67.154 | 3,54 | 4.840 | 1,36 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 330.301 | 10,27 | 23.808 | 7,95 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 38.562 | 0,19 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 20.515 | 1,86 | 1.493 | 0,27 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 38.444 | 17,18 | 2.771 | 14,74 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 398.200 | 1,54 | 28.702 | -0,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 69.744 | 33,57 | 5.027 | 30,78 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 17.642 | 305,19 | 1.272 | 297,19 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 4.406 | 1,52 | 318 | -2,16 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 35.671 | 51,05 | 2.571 | 47,93 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 18.970 | 69,94 | 1.367 | 63,32 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 350.643 | 6,32 | 25.274 | 4,09 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 191.972 | 13,61 | 14.135 | 117.683,33 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 69.649 | 10,49 | 5.020 | 8,17 | ||||
| 2026-04-21 | 13F | Maseco Llp | 7.083 | 0,24 | 511 | -1,92 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3.187 | 230 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 8.924 | 643 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 3.276 | 236 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 594.014 | 14,25 | 42.817 | 11,85 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 71.217 | 18,72 | 5.133 | 16,24 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 989.477 | 37,06 | 71.322 | 34,17 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 34.014 | 0,00 | 2.452 | -2,12 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 10.160 | 1,48 | 732 | -0,68 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.064 | 77 | ||||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 38.189 | 544,21 | 2.974 | 563,62 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 831.323 | 269,72 | 59.922 | 261,95 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 15.843 | 91,36 | 1.142 | 87,36 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 6.390 | 16,29 | 461 | 13,86 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 32.869 | 250,94 | 2.369 | 243,83 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 6.470 | 466 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 24.972 | 71,44 | 1.839 | 75,55 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 46.580 | 7,48 | 3.357 | 5,20 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 7.348 | 21,11 | 530 | 18,61 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 382.444 | 10,94 | 27.567 | 8,60 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10.339 | 745 | ||||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 96.339 | 0,40 | 6.944 | -1,71 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2.775 | 0,33 | 200 | -1,48 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 10.572 | 762 | ||||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 65.380 | 36,25 | 4.713 | 33,37 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 365.433 | 6,43 | 26.340 | 4,19 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 10.730 | 0,07 | 773 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 30.199 | 1,02 | 2.177 | -1,14 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 516.956 | 7,05 | 37.262 | 4,80 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 165.510 | 43,75 | 11.930 | 40,72 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 90.284 | 21,29 | 6.508 | 18,74 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 154.556 | 10,97 | 11.140 | 8,64 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.158 | 84 | ||||||
| 2026-05-02 | 13F | Burton Enright Welch | 49.622 | 9,96 | 3.577 | 7,65 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 64.364 | 1,71 | 4.639 | -0,43 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 253.556 | 7,37 | 18.276 | 5,11 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 6.766 | 26,04 | 0 | |||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 301.244 | 1,36 | 21.714 | -0,77 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 3.639 | 7,60 | 262 | 5,22 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 295.380 | 59,42 | 21.291 | 56,06 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 23.306 | 14,14 | 1.680 | 11,71 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 4.794 | 0,29 | 346 | -1,71 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 7.497 | 13,03 | 540 | 10,66 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 675 | 49 | ||||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 136.334 | 34,30 | 9.827 | 31,47 | ||||
| 2026-05-14 | 13F | Betterment LLC | 343.122 | 0,22 | 25 | -4,00 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 519.115 | 9,00 | 37.418 | 6,71 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 3.537 | 0,40 | 255 | -1,93 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 71.578 | 1,34 | 5.159 | -0,79 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 30.294 | 14,71 | 2.184 | 10,20 | ||||
| 2026-04-14 | 13F | Onyx Financial Advisors, LLC | 21.198 | 2,99 | 1.528 | 0,79 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 169.271 | 0,50 | 12.201 | -1,61 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 69 | 4,55 | 5 | 0,00 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 5.875 | 5,67 | 424 | 3,42 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 2.594 | 187 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 43.306 | 11,17 | 3.189 | 13,78 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 1.021.723 | 17,40 | 73.646 | 14,93 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 2.217 | 160 | ||||||
| 2026-05-13 | 13F | Rhl Group, Llc | 630 | 0,32 | 45 | -2,17 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 147.863 | 8,04 | 10.658 | 5,77 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 50.770 | 107,25 | 3.660 | 102,94 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 14.523 | 14,51 | 1.047 | 12,11 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 14.521 | 106,70 | 1.019 | 97,10 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 222.925 | 7,42 | 16.068 | 5,16 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 317.331 | 8,09 | 22.873 | 5,82 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 29.734 | 85,37 | 2.143 | 81,46 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 11.214 | 4,21 | 808 | 2,02 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 156.407 | 38,77 | 11.341 | 36,67 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.232.848 | 160.944 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 58 | -1,69 | ||||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 3.342 | 113,41 | 241 | 108,70 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.068 | 106.700,00 | 77 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 224.160 | 2,97 | 16.157 | 0,80 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 395.000 | 2,30 | 29.558 | 3,47 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 9.424 | 14,79 | 679 | 12,42 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.552 | 400 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 151 | 11 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.740 | 77,50 | 270 | 73,55 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 110.675 | 278,54 | 7.977 | 270,68 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 102.549 | 6,11 | 7.392 | 3,86 |
