Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF eröffnet haben, gehören AA Financial Advisors, LLC, Clarity Asset Management, Inc., Fortis Capital Management LLC, Action Point Financial Planning, Llc, Verisail Partners, LLC, Brookstone Capital Management, Harbour Investments, Inc., Burk Holdings LLC, und Advisory Services Network, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Virtu Financial LLC | 13.717 | 1 | ||||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 526.362 | 2,18 | 27.235 | 2,07 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 6.902 | 42,63 | 357 | 42,80 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 49.498 | 2,20 | 2.561 | 2,11 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 46.704 | 710,69 | 2.418 | 711,07 | ||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 17.201 | 82,37 | 1 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5.702 | 43,27 | 295 | 43,20 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 6.984 | 2,24 | 361 | 2,27 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 296 | 15 | ||||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 25.926 | 0,56 | 1.341 | 0,45 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 18.844 | 37,11 | 1 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 8.660 | 128,13 | 448 | 128,57 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 245.675 | 11,26 | 12.726 | 8,20 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 19.401 | 37,94 | 1.004 | 37,77 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 216.430 | 22,38 | 11.199 | 22,25 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 9.620 | 498 | ||||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 682 | 128,09 | 35 | 133,33 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 4.315 | 223 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 77.360 | 0,94 | 4.003 | 0,81 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 9.400 | 6,07 | 486 | 5,88 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 5.600 | 290 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 8.316 | 3,33 | 430 | 3,37 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 1.464 | 12,70 | 76 | 11,94 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 7.456 | 5,56 | 388 | 5,43 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 18.087 | 103,59 | 936 | 103,26 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 125.547 | 4,26 | 6.496 | 4,15 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 26.211 | 69,58 | 1.356 | 69,50 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 7.055 | 5,27 | 365 | 5,19 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 22.208 | 51,62 | 1.149 | 47,31 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 636 | 9,28 | 33 | 6,67 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 42.789 | 2.214 | ||||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 104.718 | 20,53 | 5.418 | 20,40 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 11.025 | 0,31 | 570 | 0,18 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 5.715 | 0,74 | 296 | 0,68 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.876 | 252 | ||||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 17.538 | 7,04 | 907 | 6,96 | ||||
| 2026-05-14 | 13F | Betterment LLC | 58.369 | 5,79 | 3 | 50,00 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 7.868 | 3,72 | 407 | 3,83 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 5.157 | 6,13 | 267 | 5,98 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 62.797 | 6,28 | 3.249 | 6,18 | ||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 25.315 | 10,29 | 1.310 | 10,19 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 4.869 | 252 | ||||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 14.290 | 11,82 | 739 | 11,63 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 26.629 | 2,06 | 1.378 | 1,92 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 15.890 | 0,10 | 818 | -0,61 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 2.610.181 | 7,37 | 135.058 | 7,26 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 44.869 | 6,26 | 2.322 | 6,13 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 10.059 | 0,40 | 520 | 0,39 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 19.885 | 77,37 | 1.029 | 77,24 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 93 | 5 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 20.814 | 0,12 | 1.077 | -0,28 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 13.634 | 0,41 | 709 | 0,14 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 48.492 | 16,41 | 2.509 | 16,32 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 161 | 3,21 | 8 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 836 | 43 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 841.677 | 13,40 | 43.551 | 13,28 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 94.666 | 2,03 | 4.907 | 1,93 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 9.281 | 1,50 | 480 | 1,48 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 81.092 | 95,10 | 4.196 | 94,84 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 256.943 | 11,37 | 13.410 | 12,21 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 19.469 | 6,46 | 1.009 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 159.046 | 23,72 | 8.315 | 24,85 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 88.898 | 96,01 | 4.600 | 95,79 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 11.458 | 0,01 | 593 | -0,17 | ||||
| 2026-05-12 | 13F | Wheels Up Wealth, Inc. | 27.707 | 10,52 | 1.434 | 10,40 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 9.111 | 6,65 | 471 | 6,56 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 7.586 | 393 | ||||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 10.628 | 1,40 | 550 | 1,29 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 3.521 | 15,67 | 0 | |||||
| 2026-04-24 | 13F | BetterWealth, LLC | 15.656 | 1,91 | 810 | 1,89 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 4.186 | 25,18 | 217 | 24,86 | ||||
| 2026-05-11 | 13F | Momentous Wealth Management, Inc. | 184.145 | 6,31 | 9.528 | 6,20 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.856.701 | 8,24 | 96.010 | 8,10 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 165.210 | 3,54 | 8.548 | 3,44 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 13.216 | 0,15 | 684 | 0,00 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 188.959 | 2,58 | 9.777 | 2,46 |
