Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF eröffnet haben, gehören Laurel Wealth Planning LLC, Bank of New York Mellon Corp, SOL Capital Management CO, SB Capital Management Inc, Modern Wealth Management, LLC, Wright Fund Managment, LLC, Eaton-Cambridge Inc., Exencial Wealth Advisors, Llc, Tfo-tdc, Llc, Quantinno Capital Management LP, Three Arch Wealth Management LLC, E-Wealth Partners, LLC, AA Financial Advisors, LLC, Action Point Financial Planning, Llc, NewEdge Wealth, LLC, Opulen Financial Group LLC, American Capital Advisory, LLC, SJS Investment Consulting Inc., Burk Holdings LLC, und Vanguard Advisers 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 7.892 | 20,42 | 335 | 19,29 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 1.320 | 34,15 | 56 | 30,95 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 289.911 | 36,46 | 13.342 | 46,57 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 7.143 | 0,14 | 303 | -0,98 | ||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 17.131 | 30,74 | 1 | |||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 11.929 | 0,45 | 506 | -0,59 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 19.131 | 10,91 | 811 | 9,74 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 233.159 | 1,82 | 9.900 | 11,24 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17.752 | 753 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 7.221 | 1,78 | 306 | 0,99 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 97.803 | 1.084,63 | 4.147 | 1.074,50 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 33.427 | 0,96 | 1.450 | 2,04 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 6.806 | 289 | ||||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 10.522 | 52,80 | 446 | 51,19 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 6.741 | 14,76 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 152 | 6 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 58.630 | 2.486 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 0 | 0 | ||||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 110.007 | 3,62 | 4.664 | 2,55 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 4.191 | 0,24 | 178 | -1,12 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 38.480 | 3,36 | 1.632 | 2,26 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 13.401 | 0,16 | 579 | 0,87 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 10.975 | 45,63 | 465 | 44,41 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 194.032 | 1,10 | 8.227 | 0,05 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 759.106 | 2,32 | 32.186 | 1,26 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 10.975 | 465 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 6.008 | 21,18 | 255 | 19,81 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 5.480 | 232 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 19.505 | 0,95 | 827 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 14.265 | 14,51 | 605 | 13,32 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 8.910 | 922,96 | 378 | 918,92 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 14.915 | 0,64 | 676 | -1,31 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 12.773 | 0,32 | 542 | -0,73 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 32.245 | 1.180 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 127.028 | 37,84 | 4.226 | 7,04 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 39.371 | 0,24 | 1.669 | -0,77 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 30.045 | 43,80 | 1.274 | 42,23 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 13.014 | 3,09 | 552 | 2,04 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 275.277 | 882,99 | 11.672 | 873,39 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 12.547 | 8,18 | 532 | 7,06 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 18.563 | 545,00 | 787 | 539,84 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 178.466 | 3,85 | 7.646 | 8,65 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 795.001 | 9,55 | 33.708 | 8,41 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 16.901 | 0,25 | 717 | -0,83 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 4.914 | 3,13 | 208 | 1,96 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 11.317 | 13,64 | 480 | 12,44 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 26.399 | 3,03 | 1.186 | 3,58 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 13.573 | 164,43 | 575 | 162,56 | ||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 25.075 | 0,24 | 1.063 | -0,75 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 15.462 | 0,40 | 656 | -0,61 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 52.794 | 5,42 | 2.238 | 4,34 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 43.606 | 11,65 | 1.849 | 10,46 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 10.577 | 98,03 | 448 | 89,83 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 110.286 | 0,50 | 4.676 | -4,69 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 11.707 | 6,54 | 496 | 5,53 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 11.440 | 2,03 | 485 | 1,04 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 697 | 0,29 | 30 | 0,00 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 9.742 | 2,28 | 413 | 1,23 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 8.070 | 4,14 | 342 | 3,01 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 9.605 | 44,78 | 407 | 43,31 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 6.809 | 15,11 | 304 | 16,48 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 69.153 | 0,01 | 2.932 | -1,01 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 24.317 | 7,17 | 1.031 | 6,07 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 389.981 | 9,14 | 16.535 | 8,01 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 2.267 | 96 | ||||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 6.081 | 258 | ||||||
| 2026-04-21 | 13F | Maseco Llp | 987.534 | 4,29 | 41.753 | 2,91 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 65.819 | 33,72 | 2.791 | 32,35 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 3.405 | 0,12 | 0 | |||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 12.259 | 8,43 | 520 | 7,23 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 17.929 | 1,36 | 760 | 0,40 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 270.790 | 185,23 | 11.482 | 182,30 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 11.203 | 16,29 | 475 | 15,29 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 94.894 | 4.024 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 8.997 | 600,70 | 381 | 592,73 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 104.202 | 21,08 | 4.418 | 19,83 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 29.477 | 77,86 | 1.250 | 75,92 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 32.650 | 8,50 | 1.384 | 7,37 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 19.804 | 7,22 | 894 | 9,56 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 5.763 | 247 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 15.867 | 7,88 | 673 | 6,67 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 932 | 13,66 | 40 | 11,43 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 212.964 | 0,65 | 9.030 | -0,40 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 6.791 | 288 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 5.182 | 220 | ||||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 17.255 | 66,31 | 732 | 64,64 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 11.799 | 0,24 | 500 | -0,79 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 28.400 | 1.226 | ||||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 6.207 | 32,06 | 263 | 30,85 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 182.884 | 48,35 | 7.754 | 46,83 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 84.723 | 1,89 | 3.592 | 0,84 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1.520 | 64 | ||||||
| 2026-04-28 | 13F | RW Investment Management LLC | 85.036 | 3,82 | 3.606 | 7,48 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 111.418 | 1,28 | 4.724 | 0,23 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 7.178 | 5,36 | 308 | 10,43 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 416.169 | 7.363,58 | 17.646 | 7.313,87 | ||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 24.806 | 1,91 | 1.052 | 0,86 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 8.304 | 352 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 114.853 | 1,15 | 5 | 0,00 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 125.123 | 2,62 | 5.305 | 1,55 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 5.491 | 233 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 3.270 | 0,25 | 139 | -0,72 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 403.966 | 3,50 | 17.128 | 2,43 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 28.590 | 64,44 | 1.212 | 62,90 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 586.104 | 0,60 | 24.851 | -0,45 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 93.254 | 8,45 | 3.954 | 7,30 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 5.097 | 216 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 46.433 | 61,34 | 1.969 | 59,61 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 13.884 | 0,19 | 589 | -0,84 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 155.658 | 6.600 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 43.499 | 0,20 | 1.844 | -2,90 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 22.868 | 3,49 | 1 | |||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 34.679 | 9,92 | 1.470 | 8,81 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 136.336 | 3,73 | 5.781 | 2,65 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 1.048 | 44 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 30.100 | 4,64 | 1.276 | 3,57 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 7.384 | 313 | ||||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 9.813 | 13,17 | 416 | 12,13 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 131.783 | 10,42 | 5.588 | 9,27 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 13.031 | 59,05 | 553 | 57,26 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 45.887 | 0,33 | 1.946 | -0,71 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6.695 | 4,56 | 284 | 3,28 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 53.666 | 308,14 | 2 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 27.249 | 5,60 | 1.177 | 6,43 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 28.579 | 4,78 | 1.212 | 3,68 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 931.193 | 7,62 | 39.483 | 6,50 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 6.285 | 5,97 | 266 | 4,72 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 6.106 | 259 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 70 | 3 | ||||||
| 2026-02-20 | 13F | SB Capital Management Inc | 31.166 | 1.335 |
