Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF eröffnet haben, gehören Yeomans Consulting Group, Inc., Merit Financial Group, LLC, Creative Planning, Clune & Associates, Ltd., Integrity Advisory Solutions, LLC, Savvy Advisors, Inc., Raymond James Financial Inc, Invst, LLC, HighTower Advisors, LLC, Innovative Asset Advisors Group, LLC, Ubs Asset Management Americas Inc, IFG Advisory, LLC, Ashton Thomas Private Wealth, LLC, Rossby Financial, LCC, und CoreCap 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 14.745 | 39,33 | 615 | 40,09 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 27.452 | 8,12 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 6.283 | 12,52 | 0 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 33.286 | 4,83 | 1.389 | 5,23 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.612 | 192 | ||||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 94.247 | 5,47 | 3.932 | 5,90 | ||||
| 2026-05-01 | 13F | Vestment Financial LLC | 158.546 | 2,74 | 6.685 | 4,03 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 13.193 | 39,62 | 550 | 40,31 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 100.011 | 1,59 | 4.172 | 1,98 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 515.024 | 8,28 | 21.487 | 8,71 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 85.525 | 35,41 | 3.568 | 35,98 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 466.060 | 4,55 | 19.444 | 4,97 | ||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 235.276 | 3,69 | 9.816 | 4,10 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 193.415 | 31,69 | 8.069 | 32,21 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 23.904 | 34,63 | 997 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 9.008 | 64,29 | 373 | 64,32 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 45.726 | 2,49 | 1.908 | 2,86 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 7.885 | 329 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 7.173 | 299 | ||||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 504.266 | 17,68 | 21.038 | 18,15 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 55.838 | 16,13 | 2.330 | 16,57 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 30.219 | 23,21 | 1.261 | 23,65 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6.180 | 258 | ||||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 59.722 | 2.482 | ||||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 253.735 | 5,42 | 10.586 | 5,84 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 116.000 | 2,74 | 4.840 | 3,15 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4.926 | 206 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1.364 | 57 | ||||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 288.125 | 6,70 | 12.021 | 7,13 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 296 | 12 | ||||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 55.075 | 15,23 | 2.298 | 15,66 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 9.829 | 5,12 | 410 | 5,67 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 349.021 | 9,58 | 14.561 | 10,02 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 450 | 19 | ||||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 33.380 | 32,87 | 1.393 | 33,46 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 46.799 | 12,15 | 1.952 | 12,57 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 563 | 31,54 | 23 | 35,29 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 9.083 | 9,46 | 379 | 9,88 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 679 | 8,47 | 28 | 7,69 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 343 | 14 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 119.478 | 97,90 | 4.985 | 98,72 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 81.267 | 8,09 | 3.390 | 7,72 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 38.758 | 2,85 | 1.611 | 1,19 | ||||
| 2026-04-20 | 13F | City State Bank | 60.567 | 57,73 | 2.527 | 58,37 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4.252 | 177 | ||||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 427.914 | 8,76 | 17.853 | 9,19 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 40.160 | 0,75 | 1.675 | 1,15 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 564.887 | 8,54 | 23.567 | 8,97 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 170.748 | 10,38 | 7.124 | 10,81 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 7.516 | 45,86 | 314 | 46,26 | ||||
| 2026-05-13 | 13F | Invst, LLC | 5.745 | 240 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 104.508 | 5,30 | 4.360 | 5,72 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 10.255 | 0,64 | 428 | 0,95 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 117.827 | 4,53 | 4.916 | 4,93 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 16.452 | 2,62 | 686 | 3,00 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 255.045 | 10,08 | 10.640 | 10,51 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 5.506 | 3,40 | 230 | 3,62 | ||||
| 2026-05-04 | 13F | Nwam Llc | 52.471 | 4,82 | 2.189 | 5,24 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 7.958 | 14,37 | 332 | 14,88 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 14.573 | 77,68 | 608 | 78,82 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 1.400 | 58 | ||||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 9.948 | 70,05 | 418 | 72,02 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 726 | 30 | ||||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 65.967 | 2,72 | 2.752 | 3,15 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 342.611 | 7,05 | 14.294 | 7,47 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 144.234 | 4,30 | 6.066 | 5,13 | ||||
| 2026-04-14 | 13F | Onyx Financial Advisors, LLC | 54.057 | 27,19 | 2.255 | 27,69 | ||||
| 2026-04-27 | 13F | Matson Money. Inc. | 3.885.941 | 4,02 | 162.121 | 4,43 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 26.705 | 10,85 | 1.114 | 11,29 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 42.539 | 1,12 | 1.775 | 1,49 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 4.817 | 201 | ||||||
| 2026-05-12 | 13F | Creative Planning | 36.985 | 1.543 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 182 | 8 | ||||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 9.244 | 386 | ||||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 10.746 | 0,93 | 448 | 1,36 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 9.970 | 5,25 | 416 | 5,60 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 33.165 | 228,24 | 1.384 | 230,07 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 48.690 | 2.031 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.201 | 254,88 | 134 | 259,46 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 16.049 | 11,87 | 670 | 12,25 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 10.388 | 433 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.134.670 | 0,07 | 47.338 | 0,47 | ||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 5.433 | 1,21 | 227 | 1,35 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 533.670 | 5,57 | 22.265 | 5,99 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 233.375 | 4,12 | 9.736 | 4,54 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 9.481 | 396 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 227.411 | 20,51 | 9.590 | 22,29 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 4.452 | 186 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 47.986 | 22,51 | 2.003 | 23,11 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 12.117 | 2,35 | 506 | 2,85 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 8.651 | 7,85 | 361 | 8,11 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 305.143 | 1,34 | 12.731 | 1,74 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 56.576 | 4,88 | 2.386 | 6,43 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 61.553 | 3,38 | 2.568 | 3,76 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 1.058.790 | 4,15 | 44.173 | 4,56 |
