Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional World Equity ETF eröffnet haben, gehören Gotham Asset Management, LLC, Family Management Corp, Lakewood Asset Management LLC, Wolfstich Capital, LLC, SB Capital Management Inc, Elser Financial Planning, Inc, Harbour Investments, Inc., Inspire Advisors, LLC, Forum Financial Management, LP, USAdvisors Wealth Management, LLC, Investmark Advisory Group LLC, Tradewinds, LLC., Cary Street Partner Investment Advisory Llc, Burk Holdings LLC, Your Advocates Ltd., LLP, Steward Partners Investment Advisory, Llc, Ameritas Advisory Services, LLC, Ares Financial Consulting, LLC, Medallion Wealth Advisors, LLC, und Annis Gardner Whiting Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 13.741 | 22,82 | 1.014 | 22,49 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 3 | 0 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 25.711 | 6,04 | 1.897 | 5,74 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 15.549 | 12,15 | 1.147 | 11,90 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 124.250 | 5,22 | 9.167 | 4,95 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 9.781 | 81,63 | 722 | 81,16 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 9.003 | 20,34 | 664 | 20,07 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 37 | 3 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 25.389 | 36,68 | 1.873 | 36,32 | ||||
| 2026-05-05 | 13F | UBS Group AG | 145 | 11 | ||||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 68.442 | 1,42 | 5.050 | 1,14 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 1.228 | 5,41 | 91 | 4,65 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 11.636 | 56,90 | 1 | |||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 23.869 | 3,75 | 1.761 | 3,47 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.250 | 780,28 | 92 | 820,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 143.283 | 12,37 | 11.441 | 21,29 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 38.224 | 5,46 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 4.622 | 340 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 200 | 15 | ||||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 22.324 | 110,96 | 1.647 | 110,61 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 648.037 | 1,20 | 47.812 | 0,93 | ||||
| 2026-05-15 | 13F | Family Management Corp | 52.768 | 3.893 | ||||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 229 | 17 | ||||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 32.845 | 3,49 | 2.423 | 3,19 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 7.625 | 4,57 | 563 | 4,27 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.796 | 26,07 | 280 | 26,13 | ||||
| 2026-05-12 | 13F | Creative Planning | 5.965 | 10,44 | 440 | 10,28 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 113.542 | 0,99 | 8.377 | 0,72 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.061 | 3,15 | 152 | 3,40 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 2.785 | 205 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 21.065 | 34,00 | 1.554 | 33,73 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 4.174 | 0,02 | 308 | -0,32 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 1.209 | 27,13 | 89 | 27,14 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 51.457 | 9,03 | 3.796 | 8,74 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 33.658 | 14,05 | 2.483 | 13,74 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 6.280 | 19,05 | 463 | 18,72 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 95.363 | 12,56 | 7.036 | 12,25 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 12.406 | 32,34 | 915 | 32,03 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 9.979 | 2,32 | 736 | 2,08 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 9.770 | 3,34 | 721 | 3,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 4.840 | 8,98 | 360 | 9,45 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 35.941 | 44,34 | 2.652 | 43,92 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 5.475 | 2.090,00 | 404 | 2.138,89 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 2.699 | 1,73 | 199 | 1,53 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 4 | 0 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 489 | 0,20 | 36 | 0,00 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 7.858 | 2,25 | 580 | 1,94 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 66.912 | 0,76 | 4.950 | 123.650,00 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 1.206 | 0,25 | 89 | -1,12 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 6.666 | 138,16 | 492 | 137,20 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 3.079 | 227 | ||||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 2.560 | 205 | ||||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 108.243 | 25,73 | 8.617 | 35,30 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 8.239 | 1,55 | 608 | 1,17 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5.048 | 21,40 | 372 | 21,17 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 54.286 | 224,50 | 4.005 | 223,77 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 72.356 | 112,18 | 5.338 | 111,66 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 12.262 | 8,62 | 905 | 8,26 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 24.571 | 25,06 | 1.954 | 30,01 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 531 | 563,75 | 39 | 680,00 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 4.778 | 14,28 | 353 | 13,92 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3.611 | 266 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 865.248 | 6,06 | 63.838 | 5,77 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 3.421 | 0,23 | 252 | 0,00 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 2.792 | 0 | ||||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 26.050 | 11,91 | 1.922 | 11,56 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 144.467 | 0,93 | 10.659 | -2,71 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 79.147 | 7,66 | 5.839 | 7,37 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 51.845 | 28,18 | 3.825 | 27,84 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 62.384 | 11,57 | 4.603 | 11,27 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.219 | 311 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 62.224 | 277,28 | 4.591 | 276,23 | ||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 99.467 | 5,77 | 7.339 | 5,48 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 23.981 | 1.769 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 6.423 | 2,59 | 474 | 2,16 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 59.488 | 12,28 | 4.389 | 11,99 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 24.033 | 51,85 | 1.773 | 51,54 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 6.062 | 13,16 | 447 | 10,92 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 36.646 | 45,41 | 2.704 | 45,01 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 75 | 6 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 28.165 | 4,81 | 2.078 | 1,66 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 873 | 64 | ||||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 13.063 | 19,30 | 1 | |||||
| 2026-04-30 | 13F | LRI Investments, LLC | 5.051 | 105,16 | 373 | 104,40 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 3.965 | 2,91 | 0 | |||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 168.830 | 6,36 | 12.457 | 6,06 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 9.358 | 14,79 | 690 | 14,43 | ||||
| 2026-04-21 | 13F | Maseco Llp | 141.602 | 3,85 | 10.434 | 3,49 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 149 | 11 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 26.475 | 13,15 | 1.953 | 12,82 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 4.593 | 7,11 | 339 | 6,62 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 172.254 | 6,25 | 12.709 | 5,95 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 2.972 | 6,26 | 219 | 6,31 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 139 | 10 | ||||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 16.142 | 1.191 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 61.068 | 2.074 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 39 | 2,63 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 10.095 | 13,96 | 745 | 13,59 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 22.574 | 21,02 | 1.666 | 20,74 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 5.256 | 0,25 | 388 | 0,00 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 17.195 | 76,90 | 1.269 | 76,36 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 2.912 | 6,90 | 215 | 6,47 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 21.105 | 47,59 | 1.557 | 47,30 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 19.588 | 11,09 | 1.445 | 10,81 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 822 | 61 | ||||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 28.783 | 5,30 | 2.124 | 5,00 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 6.139 | 56,33 | 453 | 55,86 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1.210 | 4,85 | 89 | 4,71 | ||||
| 2026-05-15 | 13F | Fmr Llc | 130 | 10 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 162.731 | 10,56 | 12.006 | 10,26 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 10.414 | 2,98 | 768 | -1,16 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 39.918 | 10,17 | 2.945 | 9,89 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.267 | 3,18 | 94 | 3,33 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 40.779 | 154,61 | 3.009 | 154,05 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 43.571 | 33,93 | 3.215 | 33,58 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 8.690 | 13,98 | 641 | 13,65 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 8.292 | 15,33 | 612 | 15,07 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 8.502 | 59,42 | 627 | 59,14 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7.080 | 8,36 | 522 | 8,07 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 3.497 | 0,03 | 258 | -0,39 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 130 | 15,04 | 10 | 12,50 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 2.300 | 1,46 | 170 | 1,20 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 2.716 | 200 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 174.765 | 29,08 | 12.522 | 25,01 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4.996 | 2,17 | 369 | 1,94 | ||||
| 2026-05-14 | 13F | Betterment LLC | 18.519 | 3,90 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 175.115 | 32,42 | 13.494 | 37,93 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 16.106 | 23,32 | 1.188 | 22,98 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 6.026 | 11,20 | 443 | 10,75 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 26.536 | 10,70 | 1.958 | 10,38 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 15.860 | 9,21 | 1.170 | 8,94 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 7.616 | 0,25 | 562 | -0,18 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 5.515 | 234,24 | 407 | 232,79 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 4.537 | 0,84 | 335 | 0,60 | ||||
| 2026-05-08 | 13F | Chico Wealth RIA | 11.497 | 167,19 | 848 | 166,67 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 1.770 | 102,98 | 131 | 103,13 | ||||
| 2026-05-11 | 13F | R.P. Boggs & Co. | 3.710 | 5,13 | 276 | 5,36 | ||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 5.467 | 0,22 | 403 | 0,00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 36.661 | 51,98 | 2.705 | 51,57 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 12.592 | 30,23 | 929 | 29,93 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 804.355 | 19,13 | 59.345 | 18,81 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 201 | 66,12 | 15 | 75,00 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 13.359 | 5,06 | 986 | 4,79 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 31.991 | 0,42 | 2.392 | 1,49 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 3.700 | 4,82 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 362.171 | 3,98 | 26.909 | 4,43 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7.725 | 43,24 | 570 | 42,61 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 7.704 | 26,21 | 568 | 25,94 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 5.808 | 430 | ||||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 24.869 | 26,07 | 1.835 | 25,70 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 49.157 | 14,89 | 3.627 | 14,57 | ||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 16.081 | 618 | ||||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 4.291 | 0 | ||||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 211.923 | 3,02 | 15.636 | 2,74 |
