Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF eröffnet haben, gehören Avestar Capital, LLC, Rsm Us Wealth Management Llc, 3 Factor Indexing, Llc, GK Wealth Management LLC, Everest Financial Group LLC, Tillman Hartley LLC, Susquehanna International Group, Llp, Aspen Capital Management, LLC, SageOak Financial, LLC, Mustard Seed Financial, LLC, Royal Bank Of Canada, Verum Partners LLC, WPWealth LLP, Oceanside Advisors LLC, Henrickson Nauta Wealth Advisors, Inc., Fifth Third Bancorp, Embree Financial Group, CSP Financial Group, LLC, Summit Financial, LLC, und Integrated Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 48.158 | 2.442 | ||||||
| 2026-04-28 | 13F | Planning Center, Inc. | 3.552.627 | 3,97 | 180.154 | 4,10 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 2.394 | 7,89 | 121 | 8,04 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 38.200 | 54,66 | 1.937 | 54,84 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 607.348 | 12,65 | 30.799 | 12,78 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 6.745 | 342 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 16.979 | 861 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 240.613 | 46,26 | 12.201 | 46,44 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 184.504 | 24,73 | 9.365 | 25,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 69.266 | 740,20 | 4 | |||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 9.580 | 0,74 | 486 | 0,83 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 28.600 | 17,01 | 1.450 | 17,22 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 9.335 | 473 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2.830 | 144 | ||||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 11.784 | 1 | ||||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 6.949 | 352 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 8.697 | 6,10 | 441 | 6,27 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 80.255 | 0,40 | 4.070 | 0,52 | ||||
| 2026-05-12 | 13F | Creative Planning | 152.697 | 47,71 | 7.743 | 47,91 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 28.647 | 20,49 | 1.453 | 20,60 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 47.414 | 366,12 | 2.405 | 366,80 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 19.031 | 32,73 | 965 | 32,92 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 30.251 | 19,01 | 1.534 | 19,19 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 290 | 1,05 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 8.357 | 38,75 | 424 | 38,69 | ||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 197.755 | 3,58 | 10.028 | 3,70 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 45.529 | 11,76 | 2.309 | 11,88 | ||||
| 2026-04-28 | 13F | Schubert & Co | 8.851 | 12,37 | 449 | 12,56 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 72.337 | 0,88 | 3.669 | 0,99 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 238.848 | 6,57 | 12.112 | 6,69 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 13.982 | 18,71 | 709 | 18,96 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 16.714 | 848 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 60.381 | 3.062 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 98.472 | 22,05 | 4.994 | 22,20 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 4.979 | 10,67 | 252 | 11,01 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.485 | 380 | ||||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 184.420 | 18,06 | 9.352 | 18,19 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 6.271 | 8,53 | 318 | 8,90 | ||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 82.029 | 3,24 | 4.160 | 3,35 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 7.408 | 15,52 | 376 | 15,74 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 28.476 | 134,49 | 1.444 | 135,18 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 4.215 | 214 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 129.381 | 1.730,26 | 6.561 | 1.732,40 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 115.300 | 14,05 | 5.847 | 14,18 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 39.410 | 7,47 | 1.998 | 7,59 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 10.833 | 549 | ||||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 20.551 | 1.042 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 7.439 | 1,35 | 377 | 1,08 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 250 | 13 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 42.879 | 199,92 | 2.174 | 200,28 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 127.718 | 6.477 | ||||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 47.403 | 2.404 | ||||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 36.302 | 92,16 | 1.841 | 92,47 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 14.305 | 3,61 | 725 | 3,72 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 13.806 | 700 | ||||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 16.999 | 19,51 | 862 | 19,72 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 139.804 | 6,19 | 7.089 | 6,31 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.514.370 | 17,82 | 76.794 | 17,96 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 363.353 | 5,16 | 18.426 | 5,28 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 483.517 | 37,97 | 24.519 | 38,14 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 383.900 | 2,92 | 19.468 | 3,04 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 39.254 | 19,50 | 1.991 | 19,66 | ||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 16.460 | 9,36 | 835 | 9,45 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 47.941 | 0,83 | 2.431 | 0,96 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 3.945 | 200 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 18.448 | 21,04 | 935 | 21,27 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 6.217 | 10,52 | 315 | 10,92 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 91.267 | 6,63 | 4.628 | 6,76 | ||||
| 2026-04-21 | 13F | Maseco Llp | 6.652 | 107,10 | 337 | 108,02 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 7.039 | 0,76 | 357 | 0,85 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 64.438 | 18,19 | 3.268 | 18,24 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 5.915 | 0,05 | 300 | 0,00 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 32.627 | 7,92 | 1.655 | 8,03 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 46.795 | 114,33 | 2.373 | 114,66 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 140.258 | 33,70 | 7.112 | 33,86 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 7.194 | 7,37 | 365 | 7,37 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 4.175 | 0,75 | 212 | 0,96 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 17.220 | 873 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 82.410 | 48,93 | 4.179 | 49,14 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 68.341 | 3.463 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 24.633 | 11,03 | 1.249 | 11,22 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 118.270 | 154,49 | 5.997 | 154,87 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 35.310 | 24,15 | 1.791 | 24,31 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 29.458 | 0,68 | 1.494 | 0,81 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 11.648 | 591 | ||||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 1.091 | 55 | ||||||
| 2026-05-01 | 13F | Navigoe, LLC | 74.378 | 42,18 | 4 | 50,00 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 148.280 | 6,29 | 7.386 | 4,53 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 49.362 | 2.503 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 737.706 | 14,74 | 37.409 | 14,88 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 95.575 | 44,67 | 4.847 | 44,83 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 9.106 | 19,49 | 462 | 19,74 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 226.682 | 6,44 | 11.495 | 6,57 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 212.340 | 998,16 | 10.768 | 999,80 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 145.713 | 7.389 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 560 | 7,28 | 28 | 7,69 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 4.200 | 213 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 33.692 | 0,53 | 1.709 | 0,65 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 26 | 1 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 7.001 | 355 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 103.113 | 10,89 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.298 | 66 | ||||||
| 2026-04-13 | 13F | White Wing Wealth Management | 24.329 | 19,65 | 1.234 | 19,83 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 50.057 | 0,00 | 2.538 | 0,12 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 14.491 | 58,04 | 735 | 58,19 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 17.990 | 912 | ||||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 68.341 | 46,85 | 3.463 | 46,88 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 830 | 42 | ||||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 231.684 | 4,67 | 11.749 | 4,79 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 273.313 | 13.860 | ||||||
| 2026-04-14 | 13F | Onyx Financial Advisors, LLC | 227.112 | 10,97 | 11.517 | 11,09 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 22.317 | 16,35 | 1.132 | 16,48 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.510 | 643,00 | 229 | 660,00 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 59.961 | 52,07 | 3.041 | 52,23 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 6.123 | 28,04 | 310 | 28,10 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 5.772 | 0,12 | 293 | 0,00 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 91.892 | 2,21 | 4.663 | 2,39 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 72.340 | 1.081,25 | 3.668 | 1.083,23 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 126.456 | 70,27 | 6.413 | 70,49 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 515.043 | 13,33 | 26.118 | 13,46 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 40.212 | 0,53 | 2.039 | 0,64 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 11.664 | 591 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 94.182 | 342,40 | 4.786 | 343,97 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 74.218 | 36,85 | 3.764 | 36,99 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 73.985 | 11,76 | 3.756 | 11,92 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 29.815 | 1.512 | ||||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 340.234 | 5,17 | 17.253 | 5,30 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 76.946 | 48,91 | 3.901 | 49,06 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 568.272 | 0,43 | 28.817 | 0,55 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 495.047 | 4,91 | 25.104 | 5,03 |
