Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional International Core Fixed Income ETF eröffnet haben, gehören Eaton-Cambridge Inc., AA Financial Advisors, LLC, JMG Financial Group, Ltd., Schwallier Wealth Management LLC, Ubs Asset Management Americas Inc, Cerity Partners LLC, 3 Factor Indexing, Llc, Goldman Sachs Group Inc, Higgins & Schmidt Wealth Strategies LLC, Selective Wealth Management, Inc., Linscomb & Williams, Inc., Hassell Wealth Management, LLC, E-Wealth Partners, LLC, Leading Edge Financial Planning LLC, CSP Financial Group, LLC, Prospera Financial Services Inc, First Financial Group Corp, Baer Investment Advisory LLC, Action Point Financial Planning, Llc, und Savvy Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 9.615 | 14,81 | 504 | 14,55 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 72.026 | 3.778 | ||||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 5.067 | 11,34 | 266 | 10,88 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 4.185 | 219 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2.550 | 134 | ||||||
| 2026-04-28 | 13F | Planning Center, Inc. | 1.552.569 | 5,20 | 81.433 | 4,83 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 98.934 | 5 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 4.210 | 221 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 162.267 | 0,59 | 8.511 | 0,24 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 4.285 | 3,28 | 225 | 2,75 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 9.655 | 0,54 | 506 | 0,20 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 76.907 | 4,40 | 4.034 | 4,02 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 325.258 | 17.060 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 188.367 | 20,49 | 9.880 | 20,07 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 707.855 | 11,44 | 37.180 | 11,20 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 63.461 | 76,05 | 3 | 200,00 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 61.022 | 58,77 | 3.201 | 50,38 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5.528 | 5,78 | 292 | 6,18 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 383 | 20 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 47.702 | 13,35 | 2.511 | 10,57 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 70.141 | 3.679 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 37.200 | 0,26 | 1.951 | -0,05 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 172.178 | 9,49 | 9.031 | 9,10 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4.911 | 2,50 | 258 | 1,98 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 4.287 | 225 | ||||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 108.165 | 79,25 | 5.673 | 78,62 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 48.096 | 16,13 | 2.523 | 15,69 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 189.982 | 11,74 | 9.965 | 11,34 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 4.256 | 223 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 32.137 | 25,23 | 1.675 | 23,89 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 37.607 | 24,78 | 1.972 | 24,34 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 11.757 | 6,42 | 617 | 6,02 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 6.022 | 19,75 | 317 | 19,70 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 47.850 | 2.510 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 322.271 | 7,50 | 16.903 | 7,12 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 25.899 | 0,73 | 1.358 | 0,37 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 448.370 | 14,81 | 23.517 | 14,40 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 53.161 | 10,50 | 2.788 | 10,11 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 8.717 | 457 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 306.291 | 9,96 | 16.065 | 9,58 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 39.022 | 2.047 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 44.789 | 9,08 | 2.349 | 8,70 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 5.427 | 285 | ||||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 38.825 | 7,49 | 2.036 | 7,10 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 9.011 | 1,69 | 473 | 1,29 | ||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 237.067 | 1,48 | 12.434 | 1,13 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 47.512 | 30,89 | 2.492 | 30,47 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 60.692 | 135,84 | 3.183 | 135,08 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 10.392 | 2,39 | 1 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 85.195 | 11,66 | 4.469 | 11,28 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 96.795 | 6,22 | 5.077 | 5,84 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 305.039 | 4,11 | 15.999 | 3,75 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 10.082 | 529 | ||||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 717.238 | 10,05 | 37.620 | 9,67 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 4.210 | 7,95 | 221 | 7,32 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 258.466 | 59,28 | 13.557 | 58,72 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 846 | 44 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 11.301 | 3,61 | 593 | 3,14 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 50.188 | 7,09 | 2.632 | 6,73 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 49.188 | 2.580 | ||||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 41.794 | 4,19 | 2.192 | 3,84 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 758 | 348,52 | 0 | |||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 351.973 | 6,13 | 18.462 | 5,76 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 271.081 | 8,07 | 14.218 | 7,70 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 19.981 | 1.047 | ||||||
| 2026-05-12 | 13F | Cornerstone Wealth Partners, LLC | 88.737 | 26,10 | 4.654 | 25,68 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 8.812 | 9,60 | 462 | 9,22 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 155.462 | 16,72 | 8.154 | 16,32 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 91.654 | 7,90 | 4.807 | 7,52 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 67.189 | 52,29 | 3.524 | 51,77 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 16.950 | 4,82 | 889 | 4,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 466.474 | 3,09 | 24.467 | 2,72 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 90.590 | 12,61 | 4.751 | 12,21 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 185.578 | 9,63 | 9.734 | 9,24 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 117.165 | 5,50 | 6.145 | 5,13 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13.584 | 8,32 | 713 | 7,88 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 15.420 | 303,14 | 809 | 301,99 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 624 | 33 | ||||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 232.862 | 11,05 | 12.214 | 10,67 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 6.650 | 349 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 387.348 | 5,53 | 20.325 | 5,20 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.608 | 1.388,89 | 84 | 1.580,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 12.559 | 6,63 | 659 | 6,30 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 16.774 | 83,52 | 880 | 82,74 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 16.316 | 859 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 2.662 | 5,43 | 140 | |||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 101.238 | 6,43 | 5.310 | 6,05 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 42.004 | 4,05 | 2.203 | 3,72 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 207.628 | 5,99 | 10.890 | 5,63 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 465.356 | 40,97 | 24.408 | 40,48 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 233 | 12 | ||||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 57.019 | 21,09 | 2.991 | 20,66 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 5.427 | 8,76 | 285 | 8,40 | ||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 236.805 | 9,09 | 12.421 | 8,71 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 311.681 | 26,18 | 16.348 | 25,74 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 7.917 | 4,06 | 415 | 3,75 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 147.515 | 7.737 | ||||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 434.952 | 4,31 | 22.813 | 3,95 | ||||
| 2026-05-14 | 13F | Betterment LLC | 105.759 | 13,53 | 6 | 25,00 | ||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 16.531 | 867 | ||||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 76.369 | 4.006 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 46.836 | 4,87 | 2.457 | 4,51 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 262.958 | 3,76 | 13.792 | 2,91 | ||||
| 2026-05-11 | 13F | Elequin Capital Lp | 73.087 | 3.567 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 61.430 | 5,12 | 3.222 | 4,47 | ||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 660.407 | 4,68 | 34.639 | 4,31 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 19.338 | 1.014 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 7.352 | 71,46 | 386 | 71,11 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 4.861 | 9,83 | 255 | 9,48 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 51.600 | 2.706 | ||||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 91.680 | 10,39 | 4.809 | 10,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 310.440 | 44,41 | 16.283 | 43,91 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 43.202 | 31,85 | 2.269 | 31,61 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 699.862 | 6,42 | 36.708 | 6,05 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 619.301 | 5,96 | 32.483 | 5,58 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 4.815 | 4,36 | 253 | 4,13 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.671 | 12,51 | 140 | 12,90 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 9.766 | 102,57 | 512 | 102,37 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 5.211 | 5,74 | 273 | 5,41 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 119.608 | 141,78 | 6.290 | 141,64 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 8.033 | 421 | ||||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 111.027 | 9,47 | 5.823 | 9,09 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 368.296 | 5,26 | 19.317 | 4,89 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 79.143 | 2,43 | 4.151 | 2,09 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.389 | 717,06 | 73 | 800,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2.130.939 | 10,09 | 113.174 | 11,08 |
