Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional California Municipal Bond ETF eröffnet haben, gehören SB Capital Management Inc, RVW Wealth, LLC, V2 Financial group LLC, Henrickson Nauta Wealth Advisors, Inc., Seeds Investor Llc, Two West Capital Advisors LLC, FLC Capital Advisors, und Shearwater Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Nautilus Advisors LLC | 23.478 | 15,59 | 1.170 | 15,04 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 66.076 | 23,61 | 3.294 | 23,01 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 4.146 | 2,47 | 208 | 2,48 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 787.340 | 34,67 | 39.249 | 34,04 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 72.498 | 20,57 | 3.614 | 20,03 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 4.965 | 248 | ||||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 6.165 | 5,29 | 307 | 4,78 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 51.935 | 2.589 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.044.403 | 2,93 | 52.063 | 2,45 | ||||
| 2026-04-08 | 13F | Roberts Wealth Advisors, LLC | 8.549 | 1,33 | 426 | 0,95 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 4.186 | 209 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 177.330 | 7,26 | 8.840 | 6,76 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 35.266 | 81,47 | 1.758 | 80,68 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 5.970 | 298 | ||||||
| 2026-05-02 | 13F | Burton Enright Welch | 18.345 | 0,84 | 914 | 0,33 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 4.578 | 228 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 22.670 | 5,00 | 1.130 | 4,53 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 51.394 | 2.562 | ||||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 21.515 | 12,13 | 1.073 | 11,67 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 60 | 100,00 | 3 | 100,00 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 111.994 | 7,65 | 5.583 | 7,14 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 4.910 | 245 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 30.953 | 42,29 | 1.543 | 41,69 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 19.593 | 5,88 | 977 | 5,40 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 6.260 | 0,55 | 312 | 0,32 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 5.013 | 251 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 9.252 | 25,21 | 465 | 25,41 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 9.940 | 496 | ||||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 117.789 | 43,36 | 5.872 | 42,71 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 7.027.020 | 14,47 | 350.297 | 13,95 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 22.852 | 3,29 | 1.139 | 2,89 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 117.871 | 2,35 | 6 | 0,00 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 6.532 | 18,44 | 326 | 17,75 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 72.217 | 33,31 | 3.600 | 32,74 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 4.618 | 0,54 | 230 | 0,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 516 | 0,58 | 26 | 0,00 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 17.315 | 9,30 | 863 | 8,83 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 14.714 | 737 | ||||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 13.627 | 679 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 409 | 1,49 | 20 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5.445 | 271 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 18.144 | 88,63 | 904 | 87,94 |
