Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional Emerging Markets Value ETF eröffnet haben, gehören Penserra Capital Management LLC, Apella Capital, LLC, Mercer Global Advisors Inc /adv, Summit Portfolio Management, LTD., United Asset Strategies, Inc., SB Capital Management Inc, Ubs Asset Management Americas Inc, CSP Financial Group, LLC, Geneos Wealth Management Inc., AA Financial Advisors, LLC, TBH Global Asset Management, LLC, Rsm Us Wealth Management Llc, E-Wealth Partners, LLC, Merit Financial Group, LLC, Opus Financial Solutions LLC, Canvas Wealth Advisors, LLC, Ponta Wealth Partners, LLC, Carlton Hofferkamp & Jenks Wealth Management, LLC, Aqr Capital Management Llc, und O'ROURKE & COMPANY, Inc .
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. | 7.864 | 29,32 | 281 | 37,07 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 154.294 | 2,75 | 5.521 | 8,96 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 42.550 | 38,81 | 2 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 125.524 | 6,89 | 4.510 | 13,83 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 16.223 | 2,44 | 585 | 9,55 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 270 | 13,45 | 10 | 12,50 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 175.780 | 5,42 | 6.289 | 11,80 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 137.442 | 4,27 | 4.918 | 10,57 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 125 | 4 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 184.339 | 7.289 | ||||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 563 | 0,18 | 20 | 11,11 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 77.506 | 21,44 | 2.773 | 28,80 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 10.960 | 1,27 | 392 | 7,40 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1.054 | 38 | ||||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 1.644 | 12,76 | 59 | 18,37 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 188 | 7 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 73.892 | 62,95 | 2.644 | 72,86 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 13.410 | 0,63 | 452 | 6,60 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 8.193 | 293 | ||||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 14.777 | 56,22 | 529 | 65,52 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 111.490 | 6,17 | 3.989 | 12,59 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7.032 | 17,81 | 251 | 24,88 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 40.131 | 5,63 | 1.436 | 12,02 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 37.342 | 20,19 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 110.950 | 0,21 | 3.970 | 6,27 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 112.139 | 3,31 | 3.996 | 9,09 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 488.464 | 1,14 | 17.477 | 7,25 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 11.820 | 17,69 | 488 | 29,52 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 23.034 | 7,17 | 824 | 13,66 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 92.249 | 1,60 | 3.301 | 7,74 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 95.765 | 1,71 | 3.426 | 7,87 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 9.114 | 326 | ||||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 55.437 | 39,94 | 1.984 | 48,43 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 18.530 | 0,32 | 663 | 6,42 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 47.098 | 5,27 | 1.685 | 11,66 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 55.308 | 82,23 | 1.521 | 92,89 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 209.039 | 5,71 | 7.479 | 12,10 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 268.085 | 0,84 | 9.592 | 6,95 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 21.478 | 0,50 | 768 | 6,52 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 52.921 | 1.894 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 133.786 | 4.787 | ||||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 507.088 | 0,30 | 18.144 | 33,70 | ||||
| 2026-05-04 | 13F | Nwam Llc | 6.397 | 1,31 | 229 | 7,04 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 102.680 | 4,04 | 3.674 | 10,30 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 13.310 | 12,30 | 476 | 19,30 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 10.978 | 39,24 | 393 | 47,37 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 585.452 | 6,22 | 20.947 | 12,64 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 43.323 | 1.550 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 500.000 | 17.890 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12.021 | 9,67 | 430 | 16,53 | ||||
| 2026-04-28 | 13F | Schubert & Co | 43.479 | 9,96 | 1.556 | 16,57 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 17.453 | 3,74 | 687 | 20,99 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 758.832 | 3,82 | 27.151 | 10,10 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.464 | 52 | ||||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 87.028 | 2,78 | 3.114 | 9,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 67.052 | 17,15 | 2.399 | 24,24 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 40.812 | 9,62 | 1.460 | 16,24 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 138 | 5 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 94.612 | 7,62 | 3.753 | 17,87 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 31.659 | 24,41 | 1.133 | 31,93 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 88.975 | 0,01 | 3.184 | 6,06 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6.784 | 267 | ||||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 29.321 | 1,78 | 1.049 | 8,03 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 488.266 | 11,01 | 17.470 | 17,72 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 676.015 | 0,19 | 24.188 | 6,25 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 65.188 | 2.332 | ||||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 15.950 | 1,92 | 571 | 7,95 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 6.082 | 0,08 | 219 | 6,34 | ||||
| 2026-05-14 | 13F | Alpha Advisors, LLC/VA | 18.789 | 3,91 | 672 | 10,16 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 62.753 | 14,16 | 2.117 | 211.600,00 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 16.002 | 26,22 | 573 | 33,96 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 112.950 | 2,08 | 4.041 | 8,25 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 10.882 | 850,39 | 389 | 923,68 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 133.218 | 0,54 | 4.495 | 6,37 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 247 | 9 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 20.503 | 23,28 | 734 | 30,66 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 5.767 | 206 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 8 | 0 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 7.848 | 7,83 | 281 | 14,29 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 7.962 | 285 | ||||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 74.712 | 0,46 | 2.673 | 6,54 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 5.685 | 6,52 | 203 | 12,78 | ||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 587.710 | 756,83 | 21.028 | 808,73 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 579.741 | 5,32 | 21 | 11,11 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 164.009 | 123,27 | 5.868 | 136,80 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 21.226 | 759 | ||||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 2.591 | 93 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6.654 | 238 | ||||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 569.480 | 426,28 | 20.376 | 458,22 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 21.337 | 5,92 | 763 | 12,37 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 21.019 | 752 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 160 | 6 | ||||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 32.179 | 1,40 | 1.151 | 7,57 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.055.202 | 26,64 | 71.768 | 31,07 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 49.981 | 2,58 | 1.788 | 8,83 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 39.131 | 2,28 | 1.400 | 8,53 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 20.140 | 35,68 | 721 | 44,00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 231.195 | 2,86 | 8 | 14,29 | ||||
| 2026-05-12 | 13F | Creative Planning | 139.942 | 7,21 | 5.007 | 13,69 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 167.911 | 10,80 | 5.644 | 11,43 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 6.843 | 0,09 | 245 | 6,09 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 49.563 | 49,94 | 1.773 | 59,01 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 30.275 | 8,08 | 1.083 | 14,60 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 6.934 | 248 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 987.813 | 5,13 | 35.344 | 11,49 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 13.570 | 1,04 | 486 | 7,06 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 203.938 | 4,90 | 7.297 | 11,24 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 182.132 | 82,21 | 7 | 100,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.061 | 38 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 954.524 | 2,34 | 34.153 | 8,53 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 1.834 | 0,05 | 66 | 6,56 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 447.821 | 1,86 | 16.023 | 8,02 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 78.501 | 13,15 | 2.809 | 20,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 101.802 | 3,44 | 3.642 | 9,70 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 50.890 | 58,55 | 1.821 | 181.900,00 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 38.410 | 14,03 | 1.296 | 20,58 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 12.823 | 29,38 | 459 | 37,13 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 9.729 | 348 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 43.076 | 22,90 | 1.541 | 30,37 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 305.503 | 98,21 | 10.931 | 110,21 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5.823 | 315,63 | 208 | 342,55 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 68.341 | 2.445 | ||||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 11.843 | 400 | ||||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 116.864 | 6,53 | 4.181 | 12,97 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 495.000 | 18 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 794 | 0,13 | 28 | 7,69 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 9.285 | 52,79 | 332 | 61,95 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 7.594 | 24,98 | 272 | 32,20 | ||||
| 2026-05-14 | 13F | SPWM Advisors LLC | 272.449 | 43,98 | 11.241 | 76,08 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 150.467 | 1,04 | 5.077 | 6,91 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 6.545 | 0,09 | 234 | 6,36 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 17 | 1 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 10.853 | 4,43 | 388 | 10,86 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 29.042 | 1.039 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 167.094 | 15,84 | 5.979 | 22,85 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 934 | 33 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 8.397 | 2,44 | 300 | 8,70 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 15.157 | 14,22 | 511 | 20,80 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 85.293 | 6,89 | 3.052 | 13,34 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 12.285 | 440 | ||||||
| 2026-04-22 | 13F | Lam Group, Inc. | 82.260 | 0,03 | 2.943 | 6,09 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 96.986 | 3.470 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 19.878 | 221,86 | 711 | 241,83 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1.424.431 | 6,21 | 50.966 | 12,63 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 1.324 | 16,24 | 47 | 23,68 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 137.311 | 62,21 | 4.913 | 71,99 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 109 | 4 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 228.234 | 3,40 | 8.166 | 9,65 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 106 | 4 | ||||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 162.429 | 1,81 | 5.812 | 7,97 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 832.153 | 23,30 | 29.774 | 30,75 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 8.502 | 11,90 | 0 | |||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 20.115 | 18,16 | 720 | 25,26 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 17.277 | 618 | ||||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 265 | 130,43 | 9 | 200,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 11.616 | 416 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 275.241 | 1,44 | 9.848 | 7,57 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 7.100 | 20,34 | 254 | 27,64 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 39.103 | 1.399 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.470 | 272,15 | 53 | 300,00 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 10.612 | 5,77 | 380 | 12,13 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 1.500 | 12,78 | 51 | 19,05 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 6.525 | 8,79 | 233 | 15,35 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 17 | 1 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 112.014 | 96,65 | 4.008 | 108,59 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 53.408 | 1.802 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 20.207 | 723 | ||||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 140.064 | 4,29 | 5.011 | 10,59 |
