Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF eröffnet haben, gehören Goldman Sachs Group Inc, SOL Capital Management CO, Brown Advisory Inc, SB Capital Management Inc, Modern Wealth Management, LLC, Quantinno Capital Management LP, Joel Adams & Associates, Inc., Financial Plan, Inc., Monument Group Wealth Advisors, LLC, Sensible Money, LLC, American Capital Advisory, LLC, Burk Holdings LLC, und Morgan Stanley .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 126.714 | 1,46 | 5.325 | 11,22 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 5.001 | 13,87 | 212 | 15,93 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 10.872 | 4,89 | 461 | 7,23 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 8.850 | 24,37 | 375 | 26,78 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 14.288 | 9,88 | 610 | 13,17 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 8.046 | 48,42 | 341 | 51,79 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 16.644 | 705 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 2.253 | 0,13 | 95 | 2,15 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.962 | 0,13 | 168 | 1,83 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 136.088 | 6,58 | 5.766 | 8,87 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 8.557 | 2,12 | 363 | 4,32 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 19.744 | 7,32 | 837 | 9,57 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 72.002 | 36,88 | 3.051 | 39,84 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 5.432 | 0,20 | 232 | 3,57 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 2.443 | 0,12 | 104 | 1,98 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 50.033 | 3,77 | 2.375 | 18,81 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 5.199 | 6,45 | 220 | 8,91 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 2.181 | 0,05 | 92 | 2,22 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 293.983 | 0,41 | 12.194 | 1,37 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 10.571 | 3,30 | 448 | 5,42 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 570.391 | 10,67 | 24.167 | 13,04 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 6.527 | 0,62 | 321 | 9,18 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 6.635 | 6,24 | 281 | 8,49 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 54.392 | 22,55 | 1.941 | 5,43 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 6.147 | 20,60 | 260 | 23,22 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 77.439 | 1,90 | 3.281 | 4,09 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 34.964 | 10,44 | 1.481 | 12,80 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 30.153 | 1.024 | ||||||
| 2026-05-08 | 13F | Truepoint, Inc. | 31.971 | 0,89 | 1.355 | 3,04 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 5.544 | 0,34 | 235 | 2,18 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 619 | 26 | ||||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 74.388 | 12,60 | 3.152 | 15,00 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 27.329 | 15,15 | 1.158 | 17,58 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 22.999 | 4,82 | 974 | 7,03 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 86.476 | 271,97 | 3.664 | 279,98 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 59.733 | 1,49 | 2.478 | 2,44 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 50.000 | 2.118 | ||||||
| 2026-04-21 | 13F | Sensible Money, LLC | 5.054 | 214 | ||||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 7.699 | 5,86 | 326 | 8,31 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 12.854 | 6,41 | 545 | 8,58 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.531 | 18,38 | 107 | 21,59 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 4.860 | 0,35 | 206 | 2,50 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 15.973 | 50,09 | 677 | 53,29 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 5.250 | 222 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 8.076 | 1,04 | 382 | 8,24 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.424 | 0,07 | 60 | 1,69 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 11.603 | 10,21 | 481 | |||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 6.487 | 27,07 | 249 | 18,01 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 45.307 | 0,35 | 1.920 | -4,15 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 466 | 0,22 | 20 | 0,00 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 1.647 | 0,12 | 70 | 1,47 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 7.010 | 0,24 | 297 | 2,41 | ||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 8.932 | 0,12 | 378 | 2,16 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 20.087 | 6,27 | 851 | 8,55 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 8.313 | 7,72 | 352 | 10,00 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 44.327 | 55,66 | 1.878 | 59,02 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 7.997 | 29,86 | 339 | 32,55 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 8.737 | 2,39 | 370 | 4,82 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 24.134 | 0,57 | 1.023 | 2,71 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 214.628 | 56,26 | 9.094 | 59,61 | ||||
| 2026-04-21 | 13F | Maseco Llp | 588.403 | 2,57 | 24.910 | 4,77 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 1.867 | 79 | ||||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 9.542 | 13,37 | 404 | 15,76 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 328.652 | 3,22 | 13.925 | 5,43 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 5.341 | 226 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.555 | 353,82 | 108 | 369,57 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 22.143 | 83,99 | 938 | 87,98 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 15.526 | 12,26 | 658 | 14,66 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 64.673 | 1,88 | 2.740 | 4,06 | ||||
| 2026-05-15 | 13F | Fmr Llc | 281 | 12 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 15.513 | 4,33 | 657 | 6,66 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 37.483 | 4,15 | 1.588 | 6,43 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 4.103 | 0,12 | 174 | 2,37 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 20.228 | 26,19 | 857 | 29,07 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 7.582 | 324 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 20.113 | 143,82 | 852 | 149,12 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 150.393 | 0,40 | 6.372 | 2,56 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 59.535 | 12,80 | 2.522 | 15,21 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 16.094 | 0,02 | 682 | 2,10 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 71.045 | 4,72 | 3.010 | 6,97 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 6.517 | 0,66 | 321 | 13,88 | ||||
| 2026-05-14 | 13F | Betterment LLC | 30.902 | 3,44 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 11.104 | 0,91 | 470 | 3,07 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 32.961 | 6,97 | 1.397 | 10,27 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5.330 | 226 | ||||||
| 2026-04-07 | 13F | Five Oceans Advisors | 438.287 | 1,10 | 18.570 | 3,27 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 12.951 | 85,73 | 549 | 89,62 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 15.143 | 87,00 | 642 | 91,34 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 26 | 1 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 31.856 | 1.350 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 107.826 | 4.569 | ||||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 6.401 | 0,13 | 271 | 2,26 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 307.238 | 2.730,12 | 13.018 | 2.792,67 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 49.789 | 8,71 | 2.110 | 11,06 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 5.431 | 230 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 55.140 | 1,46 | 2.336 | 3,64 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 11.074 | 5,33 | 469 | 7,57 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 760.676 | 6,12 | 32.230 | 8,39 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 95.547 | 22,47 | 4.536 | 40,14 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 32.599 | 1 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.403 | 1,23 | 59 | 3,51 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 11.939 | 495 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 5.539 | 235 | ||||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 5.405 | 0 |
