Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF eröffnet haben, gehören 3 Factor Indexing, Llc, Gts Securities Llc, Eaton-Cambridge Inc., Consilio Wealth Advisors, Llc, Opulen Financial Group LLC, Tfo-tdc, Llc, SB Capital Management Inc, AA Financial Advisors, LLC, Action Point Financial Planning, Llc, Wright Fund Managment, LLC, Vestia Personal Wealth Advisors, E-Wealth Partners, LLC, Concord Wealth Partners, Sanchez Levi Garrett, Clarity Asset Management, Inc., American Capital Advisory, LLC, Burk Holdings LLC, Pillar Financial Advisors, LLC, und Mather Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 204 | 8 | ||||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 24.220 | 995 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 395.443 | 34,19 | 17.766 | 38,82 | ||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 33.415 | 37,10 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 7.904 | 34,03 | 325 | 26,56 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 5.505 | 0,24 | 226 | -5,04 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 18.004 | 0,76 | 740 | -4,77 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 7.148 | 0,03 | 294 | -5,48 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 226.039 | 9,40 | 9.279 | 13,74 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 30.987 | 17,32 | 1.273 | 10,99 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 184.743 | 1,14 | 7.591 | -4,31 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 1.628 | 0,25 | 67 | -5,71 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 404.666 | 1,49 | 16.628 | -3,98 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 7.902 | 325 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 7.968 | 2,67 | 327 | -2,97 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 67.122 | 1,94 | 2.797 | -2,71 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 337.037 | 16,98 | 13.849 | 10,68 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 243.936 | 7,90 | 10.959 | 11,62 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 11.091 | 0,23 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 0 | 0 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 47.203 | 0,68 | 1.955 | -3,98 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 32.470 | 79,06 | 1.334 | 69,50 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 14.112 | 52,83 | 580 | 44,39 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 11.452 | 30,51 | 471 | 23,36 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 17.946 | 4,64 | 737 | -0,94 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 14.112 | 580 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 15.460 | 635 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 53.634 | 23,02 | 2.204 | 16,38 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 168.250 | 9,79 | 6.913 | 3,88 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 213.774 | 26,70 | 7.295 | -0,45 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 117.845 | 0,66 | 4.842 | -4,76 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 40.838 | 0,28 | 1.678 | -5,09 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 25.386 | 18,78 | 1.043 | 12,39 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 145.937 | 10,53 | 5.997 | 4,57 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 6.331 | 260 | ||||||
| 2026-04-22 | 13F | BWM Planning, LLC | 5.939 | 8,57 | 244 | 2,95 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 104.960 | 5,84 | 4.313 | 0,14 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.016 | 3,32 | 124 | -2,38 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 34.956 | 12,41 | 1.436 | 21,18 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 50.107 | 2,16 | 2.285 | 5,01 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 49.004 | 1,76 | 2.014 | -3,73 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 40.579 | 7,71 | 1.667 | 1,89 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 122.131 | 221,07 | 5.018 | 203,75 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 6.739 | 277 | ||||||
| 2026-05-08 | 13F | Truepoint, Inc. | 92.377 | 0,53 | 3.796 | -4,89 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 49.289 | 356,04 | 2.025 | 331,77 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 6.582 | 4,61 | 270 | -1,10 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 28.381 | 576,87 | 1.166 | 540,66 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 449.583 | 2,26 | 18.473 | -3,25 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 97.618 | 2,45 | 4.011 | -3,07 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 83.251 | 1,99 | 3.736 | 3,92 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 33.517 | 188,07 | 1.377 | 172,67 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 13.884 | 8,97 | 570 | 3,07 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 5.049 | 207 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 10.818 | 49,81 | 445 | 41,85 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 33.517 | 3,45 | 1.337 | -4,98 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 364.066 | 7,71 | 15.811 | 10,14 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 11.714 | 481 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 209.350 | 1,51 | 8.602 | -3,95 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 18.055 | 0,95 | 742 | -4,51 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 5.555 | 228 | ||||||
| 2026-04-15 | 13F | Define Financial, Llc | 12.831 | 0,22 | 527 | -5,22 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 6.710 | 29,59 | 276 | 22,77 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 7.877 | 55,27 | 324 | 46,82 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1.232.278 | 19,88 | 50.634 | 13,42 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 24.896 | 15,38 | 1.023 | 9,07 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 21.501 | 23,07 | 883 | 16,49 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 11.720 | 0,03 | 509 | 2,21 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 18.246 | 1,67 | 750 | -3,85 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 281.713 | 3,30 | 11.576 | -3,65 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 270.992 | 5,55 | 11.135 | -0,13 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 144.120 | 0,25 | 5.922 | -5,16 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 8.543 | 1,32 | 351 | -4,10 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 27.097 | 1.113 | ||||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 22.262 | 3,69 | 915 | -1,93 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 7.958 | 0,09 | 0 | |||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 23.720 | 975 | ||||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 124.143 | 0,23 | 5.101 | -5,15 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 3.656 | 150 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 704.102 | 28.932 | ||||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 2.401.564 | 0,00 | 98.680 | -5,38 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 39.122 | 34,04 | 1.608 | 26,84 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 167.718 | 14,33 | 6.892 | 8,16 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 128.008 | 0,03 | 5.260 | -5,36 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 1.379.142 | 6,93 | 56.669 | 1,17 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 31.383 | 2,50 | 1.290 | -3,01 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 12.024 | 49,83 | 494 | 41,95 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 13.754 | 0,74 | 565 | -4,56 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 16.113 | 17,07 | 1 | |||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 30.501 | 3,58 | 1.253 | -1,96 | ||||
| 2026-04-21 | 13F | Maseco Llp | 2.024.355 | 3,62 | 83.252 | -1,83 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 119.102 | 19,48 | 4.894 | 13,03 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5.102 | 166,28 | 210 | 151,81 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 96.650 | 11,14 | 4.198 | 139.800,00 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 42.290 | 4,25 | 1.738 | -1,36 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 5.908 | 0,24 | 243 | -5,10 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 24.326 | 25,93 | 1.000 | 19,21 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 85.436 | 9,46 | 3.511 | 3,57 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 755 | 251,16 | 31 | 244,44 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 228.918 | 6,07 | 9.406 | 0,35 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 24.364 | 4,58 | 1.001 | -0,99 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 71.298 | 14,23 | 2.930 | 8,08 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 457.115 | 532,13 | 18.783 | 498,15 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 5.567 | 1,07 | 229 | -4,60 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 7.254 | 1,70 | 298 | -3,56 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 24.366 | 1.090,33 | 1.002 | 1.025,84 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 36.876 | 0,22 | 1.515 | -5,19 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 7.923 | 2,63 | 326 | -2,99 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 151.398 | 0,04 | 6.221 | -5,36 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 17.220 | 9,54 | 708 | 3,67 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 3.315 | 0,24 | 136 | -4,90 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 14.505 | 10,13 | 596 | 4,20 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7.302 | 8,13 | 300 | 2,39 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 25.151 | 121,69 | 1.033 | 109,96 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 29.579 | 2,11 | 1.352 | 6,29 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 9.117 | 0,25 | 380 | -5,72 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 12.572 | 28,13 | 517 | 21,13 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 24.692 | 10,61 | 1.015 | 4,64 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 24.229 | 0,24 | 996 | -5,15 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 21.946 | 902 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 7.251 | 0,24 | 298 | -5,41 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 6.291 | 0,69 | 258 | -4,80 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 50.391 | 28,68 | 2.071 | 24,47 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 70.277 | 17,68 | 2.888 | 11,34 | ||||
| 2026-05-14 | 13F | Betterment LLC | 261.727 | 3,40 | 11 | 0,00 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 10.991 | 477 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 86.786 | 32,05 | 3.566 | 24,95 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 20.068 | 825 | ||||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 63.664 | 8,06 | 2.616 | 2,23 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 34.474 | 13,25 | 1.417 | 7,11 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 10.663 | 17,06 | 0 | |||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 10.585 | 1,73 | 435 | -3,77 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 114.109 | 102,87 | 4.689 | 91,97 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 14.821 | 81,74 | 609 | 71,75 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 128.615 | 6,20 | 5.285 | 0,48 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 42.571 | 152,54 | 1.749 | 138,93 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 467.329 | 6,51 | 19.203 | 0,77 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 1.281.712 | 3,10 | 52.666 | -2,46 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 5.466.368 | 0,78 | 224.613 | -4,65 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 22.715 | 933 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 409.228 | 1,22 | 16.815 | -4,23 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2.424 | 100 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 24.231 | 18,41 | 967 | 8,78 | ||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 51.732 | 0,11 | 2.126 | -5,30 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 3.049 | 1,57 | 125 | -3,85 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 60.550 | 1,35 | 2.488 | -4,12 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 46.359 | 2,66 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 383.194 | 32,24 | 15.745 | 25,12 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 31.869 | 6,49 | 1.310 | 0,77 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.884.940 | 1,30 | 81.863 | 3,58 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 17.463 | 10,33 | 718 | 4,37 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 30.778 | 6,37 | 1.265 | 0,64 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 18.493 | 16,91 | 760 | 10,64 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 45.976 | 27,66 | 1.904 | 21,74 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 55.352 | 9,53 | 2.274 | 3,65 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 9.350 | 40,16 | 384 | 32,87 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 47.597 | 99,62 | 1.956 | 88,89 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 26.314 | 14,99 | 1.081 | 8,86 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 25.111 | 1.032 | ||||||
| 2026-05-11 | 13F | Momentous Wealth Management, Inc. | 194.063 | 5,30 | 7.974 | -0,36 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 20.183 | 877 | ||||||
| 2026-04-27 | 13F | Flagstone Financial Management | 53.949 | 3,96 | 2.217 | -1,64 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 3.280.951 | 7,77 | 134.814 | 1,96 |
