DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF - Institutionelles Eigentümerschaft, Käufer

Dimensional ETF Trust - Dimensional US Real Estate ETF
US ˙ ARCA

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional US Real Estate ETF eröffnet haben, gehören GK Wealth Management LLC, Moneta Group Investment Advisors Llc, Tfo-tdc, Llc, Aznar Financial Advisors, LLC, Arkadios Wealth Advisors, Virtu Financial LLC, GEN Financial Management, INC., Two Sigma Securities, Llc, Cerity Partners LLC, StoneX Group Inc., VisionPoint Advisory Group, LLC, Cypress Point Wealth Management, LLC, Sanchez Levi Garrett, Opus Financial Solutions LLC, Wealthcare Advisory Partners LLC, Partners in Financial Planning, Steward Partners Investment Advisory, Llc, 3 Factor Indexing, Llc, Ashton Thomas Private Wealth, LLC, und Hartland & Co., 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
(%)
2026-05-04 13F Integrity Wealth Solutions LLC 209.225 7,27 4.948 10,79
2026-05-15 13F Cardiff Park Advisors, Llc 21.984 13,58 520 17,16
2026-05-15 13F Beacon Pointe Advisors, LLC 928.339 8,84 21.955 12,40
2026-04-15 13F Gradient Capital Advisors, LLC 214.197 3,98 5.066 7,38
2026-05-07 13F Pillar Financial Advisors, LLC 353.086 12,85 8.350 16,54
2026-04-20 13F Apella Capital, LLC 388.192 140,09 10.013 170,48
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 128.491 212,65 3
2026-05-12 13F Disciplined Investments, LLC 167.639 10,36 3.965 13,97
2026-05-14 13F Retiremitten Financial Llc 0 0
2026-05-15 13F Ariadne Wealth Management, LP 46.514 0,03 1.100 -3,85
2026-04-14 13F Arnold Financial Planning LLC 19.228 3,48 455 6,82
2026-05-19 13F Western Wealth Management, LLC 113 3
2026-05-14 13F Virtu Financial LLC 31.443 1
2026-05-15 13F Sanchez Levi Garrett 12.348 292
2026-04-22 13F SC&H Financial Advisors, Inc. 9.667 0,22 229 3,64
2026-05-07 13F Fidato Wealth LLC 532.481 1,73 12.593 5,06
2026-04-14 13F Wealthcare Advisory Partners LLC 9.442 223
2026-04-01 13F Helen Stephens Group, LLC 389.654 3,21 9.215 6,58
2026-05-08 13F Seneschal Advisors, LLC 213.255 6,22 5.043 9,70
2026-05-15 13F North Berkeley Wealth Management, LLC 421.217 151,63 9.962 159,87
2026-05-01 13F Warburton Capital Management, LLC 159.795 30,04 4 50,00
2026-05-12 13F Porter White Investment Advisors, Inc. 45.768 1,68 1.082 5,05
2026-05-18 13F Arkadios Wealth Advisors 36.471 863
2026-04-06 13F Washington Trust Advisors, Inc. 15.990 0,11 378 3,56
2026-05-08 13F Grand Wealth Management, Llc 204.225 7,95 4.830 11,47
2026-05-11 13F Partners in Financial Planning 8.517 201
2026-05-01 13F Diversify Wealth Management, Llc 198.989 6,00 5.052 15,45
2026-05-07 13F Burk Holdings LLC 162.485 14,96 3.843 18,73
2026-04-30 13F Kestra Advisory Services, LLC 52.510 3,00 1.242 6,34
2026-02-13 13F Sei Investments Co 27.964 9,39 640 5,09
2026-04-16 13F Sprinkle Financial Consultants LLC 54.632 49,75 1.292 54,73
2026-04-09 13F Allodium Investment Consultants, LLC 12.181 0,06 288 3,60
2026-05-15 13F CI Private Wealth, LLC 50.072 0,04 1.184 3,32
2026-04-16 13F GEN Financial Management, INC. 21.966 520
2026-05-08 13F Steward Partners Investment Advisory, Llc 5.008 118
2026-05-15 13F Integrated Wealth Concepts LLC 149.329 31,31 3.532 35,60
2026-04-24 13F Private Advisor Group, LLC 293.827 6,01 6.949 9,48
2026-05-13 13F American Investment Services, Inc. 23.702 0,04 561 3,32
2026-04-13 13F Parkwoods Wealth Partners, LLC 27.544 3,56 651 6,90
2026-05-14 13F StoneX Group Inc. 16.046 379
2026-05-14 13F Allworth Financial LP 102.922 17,20 2.434 21,03
2026-05-11 13F Great Valley Advisor Group, Inc. 16.040 3,87 379 7,37
2026-05-12 13F Professional Financial Solutions Llc /adv 165.929 20,47 3.924 24,41
2026-05-15 13F Susquehanna International Group, Llp 37.865 139,82 896 147,92
2026-04-08 13F Evanson Asset Management, LLC 160.500 0,11 3.796 3,38
2026-04-27 13F Strathmore Capital Advisors, Inc. 152.420 20,35 3.876 33,66
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 1.444.596 6,33 34.165 9,81
2026-05-06 13F Sterling Financial Planning, Inc. 50.188 5,16 1.187 8,61
2026-04-15 13F marrick wealth, LLC 37.452 0,33 886 3,63
2026-05-15 13F Pinney & Scofield, Inc. 431.323 15,51 10.201 19,28
2026-04-23 13F Forum Financial Management, LP 401.108 0,10 9.486 3,38
2026-05-15 13F Advisor Group Holdings, Inc. 95.234 10,33 2.252 13,97
2026-04-30 13F LRI Investments, LLC 462.365 31,06 10.935 35,34
2026-06-03 13F DBK Financial Counsel, LLC 28.043 8,82 663 12,37
2026-04-29 13F Greenwood Capital Associates Llc 42.171 36,49 997 41,02
2026-05-14 13F Arcadia Wealth Management, Inc. 184.485 3,87 4.363 7,28
2026-04-08 13F Wealth Advisors Northwest LLC 11.827 0,87 280 4,10
2026-04-15 13F Signature Estate & Investment Advisors Llc 55.497 0,50 1.313 3,80
2026-04-13 13F Bannerman Wealth Management Group, Llc 157.826 7,59 3.733 11,10
2026-04-22 13F Applied Capital LLC 99.658 3,99 2.357 7,38
2026-04-24 13F Root Financial Partners, LLC 2.117.477 10,91 50.078 14,53
2026-05-07 13F VisionPoint Advisory Group, LLC 14.606 345
2026-05-04 13F Chicago Partners Investment Group LLC 218.658 2,53 5.503 10,30
2026-05-15 13F D. E. Shaw & Co., Inc. 17.489 5,21 414 8,68
2026-05-11 13F WPWealth LLP 56.644 12,29 1.340 15,93
2026-05-06 13F Hartland & Co., LLC 1.837 43
2026-05-01 13F Fifth Third Bancorp 1.178 28
2026-05-04 13F Redwood Park Advisors LLC 71.450 21,42 1.690 25,39
2026-05-12 13F M Holdings Securities, Inc. 189.394 6,17 5 0,00
2026-05-12 13F Curio Wealth, Llc 284.799 6,28 6.735 9,48
2026-05-04 13F Archer Investment Corp 444 11
2026-05-14 13F Broadhurst Jeffrey B 66.719 4,69 1.578 8,09
2026-04-15 13F Fmb Wealth Management 94.317 7,22 2.231 10,72
2026-04-28 13F Oceanside Advisors LLC 235.198 5,85 5.562 9,32
2026-04-24 13F Squire Investment Management Company, LLC 136.191 14,52 3.221 18,25
2026-04-07 13F Signaturefd, Llc 0 0
2026-05-14 13F 3 Factor Indexing, Llc 4.959 117
2026-05-06 13F Trailhead Planners LLC 90.098 5,87 2.131 9,34
2026-04-14 13F Zrc Wealth Management, Llc 1.083 0,19 26 4,17
2026-04-27 13F TCI Wealth Advisors, Inc. 16.676 0,10 394 3,41
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 2.529.398 6,47 59.820 9,96
2026-04-22 13F Vannoy Advisory Group, Inc. 282.335 1,53 6.677 4,85
2026-04-15 13F Andrews, Lucia Wealth Management Llc 92.510 13,94 2.188 17,64
2026-04-13 13F Garrett Investment Advisors LLC 62.296 3,14 1.473 6,51
2026-04-22 13F Citrine Capital LLC 186.754 4,01 4.417 7,42
2026-04-20 13F Sowell Financial Services LLC 48.068 1,18 1.137 4,51
2026-05-06 13F Quest 10 Wealth Builders, Inc. 4 0
2026-01-20 13F Maryland Capital Advisors Inc. 163.162 4,03 3.737 -0,11
2026-05-12 13F Creative Planning 159.615 103,95 3.775 110,60
2026-05-01 13F Wealthspire Advisors, LLC 40.525 1,52 958 4,81
2026-05-14 13F Raymond James Financial Inc 458.322 13,66 10.839 17,38
2026-04-08 13F Dynamic Advisor Solutions LLC 314.590 3,83 7.440 7,24
2026-05-14 13F Betterment LLC 381.693 7,69 9 12,50
2026-02-17 13F SageView Advisory Group, LLC 85.706 5,60 1.963 1,40
2026-05-05 13F Donalies Financial Planning, LLC 12.199 22,97 289 26,87
2026-02-19 13F Aznar Financial Advisors, LLC 49.529 1.134
2026-05-14 13F Rialto Wealth Management, LLC 1.927 0,57 46 4,65
2026-04-28 13F Core Wealth Management, Inc. 485.351 1,56 11.479 4,88
2026-05-15 13F Mercer Global Advisors Inc /adv 183.195 184,83 4.333 194,29
2026-04-07 13F GK Wealth Management LLC 88.063 2.051
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 19.564 49,77 463 54,52
2026-04-22 13F Straight Path Wealth Management 322.096 11,67 7.618 15,32
2026-05-05 13F Tortoise Investment Management, LLC 18.547 54,28 439 59,27
2026-04-10 13F Claris Advisors, Llc / Mo / 8.713 206
2026-05-15 13F Tower Research Capital LLC (TRC) 41.374 42,57 978 47,29
2026-05-15 13F Two Sigma Securities, Llc 19.758 467
2026-05-05 13F PFG Advisors 127.143 9,31 3.007 12,88
2026-05-01 13F Pacific Asset Management, LLC 103.723 18,21 2.453 22,10
2026-05-14 13F Ballast Financial Advisors LLC 47.011 0,89 1.112 4,12
2026-04-30 13F Sequoia Financial Advisors, LLC 706.829 2,81 16.716 6,17
2026-05-05 13F D.a. Davidson & Co. 11.807 20,39 279 24,55
2026-05-11 13F Ashton Thomas Private Wealth, LLC 3.024 72
2026-05-12 13F Moneta Group Investment Advisors Llc 74.277 1.757
2026-05-05 13F HighTower Advisors, LLC 2.694.868 4,64 63.734 8,06
2026-05-06 13F DecisionPoint Financial, LLC 194.122 3,60 4.591 6,97
2026-05-08 13F Opus Financial Solutions LLC 10.695 253
2026-04-27 13F Exencial Wealth Advisors, Llc 514.719 5,12 12.173 8,56
2026-05-08 13F Crestmont Private Wealth LLC 339.149 2,68 8.021 6,04
2026-02-04 13F Timonier Family Office, LTD. 406.986 5,88 9.320 1,67
2026-05-04 13F Greenspring Advisors, LLC 25.194 53,57 596 58,67
2026-05-15 13F Vawter Financial, Ltd. 52.633 0,03 1.245 3,32
2026-05-13 13F O'shaughnessy Asset Management, Llc 124 3
2026-04-08 13F Arlington Trust Co LLC 728 17
2026-04-22 13F Yoder Wealth Management, Inc. 19.948 2,56 472 5,84
2026-05-02 13F Burton Enright Welch 698.117 3,43 16.510 6,81
2026-05-08 13F Tillman Hartley LLC 121.135 1,62 2.865 4,95
2026-05-08 13F Weinberger Asset Management, Inc 60.303 6,53 1.426 10,03
2026-05-08 13F Tfo-tdc, Llc 51.819 1.226
2026-04-23 13F Glass Jacobson Investment Advisors llc 125.831 15,94 2.976 19,72
2026-05-11 13F Heritage Wealth Management, Inc. /CA/ 39.974 6,05 945 9,50
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 35.089 1,64 830 4,94
2026-04-23 13F Johnson Wealth Management, LLC 126.343 5,07 2.988 8,54
2026-04-13 13F Cypress Point Wealth Management, LLC 13.100 310
2026-05-15 13F Jones Financial Companies Lllp 447 10
2026-05-04 13F RAM Investment Partners, LLC 1.427.781 5,34 33.767 8,79
2026-04-07 13F Five Oceans Advisors 18.861 3,41 446 6,95
2026-04-21 13F Stolz & Associates, Ps 32.405 4,31 823 15,75
2026-05-15 13F Cerity Partners LLC 19.232 455
2026-04-08 13F Infinity Wealth Counsel, LLC 55.318 2,44 1.308 5,83
2026-05-15 13F Note Advisors, LLC 95.695 4,26 2.263 4,53
2026-05-12 13F Rsm Us Wealth Management Llc 16.456 0,18 389 2,64
2026-05-04 13F Envestnet Asset Management Inc 170.085 109,01 4.022 115,89
2026-05-12 13F Atlantic Union Bankshares Corp 30.234 13,22 715 17,02
2026-04-07 13F Dwr Wealth Management, Llc 88.063 66,21 2.051 67,62
2026-04-27 13F Legacy Financial Group, Inc. 202.822 0,16 4.797 3,43
2026-04-20 13F Ronald Blue Trust, Inc. 10.428 4,61 247 7,89
2026-05-07 13F JMG Financial Group, Ltd. 69.444 3,91 1.642 7,32
2026-05-11 13F Wealth Dimensions Group, Ltd. 703.935 8,49 16.648 12,05
2026-05-08 13F Pnc Financial Services Group, Inc. 6.060 18,13 143 22,22
2026-04-21 13F International Private Wealth Advisors LLC 12.940 22,13 306 26,45
2026-05-29 13F Asset Dedication, LLC 584 339,10 14 333,33
2026-04-22 13F Hurlow Wealth Management Group, Inc. 163.937 27,76 3.877 31,96
2026-02-13 13F Colony Group, LLC 3.803.617 3,28 87.107 -0,83
2026-04-08 13F Lakeridge Wealth Management LLC 32.793 3,16 776 6,60
2026-04-21 13F SpringVest Wealth Management LLC 25.159 5,99 595 9,58
2026-04-14 13F Onyx Financial Advisors, LLC 413.239 10,48 9.773 14,09
2026-05-15 13F Morgan Stanley 797 252,65 19 260,00
2026-04-08 13F DiNuzzo Private Wealth, Inc. 45.981 1,31 1.087 4,62
2026-04-07 13F Farther Finance Advisors, LLC 66.302 173,48 1.574 183,60
2026-05-01 13F United Wealth Management, LLC 594.705 13,49 14.065 17,20
2026-05-05 13F Ferguson Johnson Wealth Management Inc 86.500 7,94 2 100,00
2026-05-01 13F Strategic Wealth Advisors LLC 181.322 9,26 4 33,33
2026-05-14 13F Satovsky Asset Management Llc 428.038 1,28 10.123 4,59
2026-05-15 13F Quantinno Capital Management LP 24.652 23,83 583 28,13
2026-05-13 13F/A Jpmorgan Chase & Co 12.538 449,67 292 450,94
2026-04-10 13F AssuredPartners Investment Advisors, LLC 54.040 7,43 1.303 13,21
2026-05-12 13F Hutchinson Capital Management/ca 13.966 40,11 330 44,74
2026-05-15 13F Two Sigma Investments, Lp 1.326.000 91,42 31.360 97,69
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 10.509 2,89 249 1,22
2026-04-17 13F AdvisorNet Financial, Inc 3.614 34,45 85 39,34
2026-05-05 13F Financial Harvest, LLC 294.265 9,13 6.959 12,70
2026-04-29 13F Jackson Thornton Asset Management, Llc 455.801 6,40 11.345 14,64
2026-04-10 13F Great Oak Capital Partners, Llc 1.055.675 4,98 25.948 12,49
2026-05-13 13F Buckingham Strategic Partners 428.799 340,50 10.141 354,96
2026-05-12 13F Awm Capital, Llc 265.232 4,02 6.273 7,42
2026-05-04 13F Summit Wealth Group, LLC 110.103 4,45 2.604 7,83
2026-05-13 13F AE Wealth Management LLC 172.184 4,94 4.072 8,38
2026-05-01 13F Ruedi Wealth Management, Inc. 169.097 2,34 3.999 5,68
2026-04-22 13F Aegis Wealth Management LLC 31.776 9,00 752 12,59
2026-05-06 13F Heritage Wealth Management, Inc./Texas 10.149 0,15 240 3,45
2026-05-15 13F Harbour Investments, Inc. 612 14
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