DFSD Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF Action - prix de l'action, participation institutionnelle, actionnaires (ARCA)

Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
US ˙ ARCA ˙ US25434V8643

Statistiques de base
Propriétaires institutionnels 353 total, 353 long only, 0 short only, 0 long/short - change of 5,06% MRQ
Allocation moyenne du portefeuille 1.6463 % - change of -7,89% MRQ
Actions institutionnelles (Long) 75 726 461 (ex 13D/G) - change of 7,76MM shares 11,41% MRQ
Valeur institutionnelle (Long) $ 3 458 561 USD ($1000)
Participation institutionnels et actionnaires

Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF (US:DFSD) détient 353 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 75,726,461 actions. Les principaux actionnaires incluent Buckingham Strategic Partners, Colony Group, LLC, Savant Capital, LLC, Apella Capital, LLC, Resources Investment Advisors, LLC., Beaird Harris Wealth Management, LLC, Planning Center, Inc., Envestnet Asset Management Inc, DiNuzzo Private Wealth, Inc., and HighTower Advisors, LLC .

Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF (ARCA:DFSD) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.

The share price as of September 8, 2025 is 48,36 / share. Previously, on September 9, 2024, the share price was 47,73 / share. This represents an increase of 1,32% over that period.

DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF Institutional Ownership
Indice de confiance des fonds

L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.

Fréquence de mise à jour : Quotidienne

Consulter notre outil d'analyse de participation, qui fournit une liste des entreprises les mieux classées.

Ratio put/call institutionnel

En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.

L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.

DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF Historical Put/Call Ratio
Déclarations 13F et NPORT

Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

Mettre à niveau pour débloquer des données premium et les exporter vers Excel .

Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-07-22 13F Awm Capital, Llc 157 584 9,32 7 566 10,45
2025-07-28 13F RCS Financial Planning, LLC 162 919 -11,85 7 822 -10,94
2025-08-01 13F Ashton Thomas Private Wealth, LLC 18 793 174,11 902 177,54
2025-07-09 13F HFG Wealth Management, LLC 14 880 1,40 707 2,91
2025-08-13 13F Jones Financial Companies Lllp 8 633 200,07 414 204,41
2025-07-28 13F Mutual Advisors, LLC 5 179 21,57 248 22,77
2025-07-09 13F Shore Point Advisors, LLC 44 471 5,69 2 135 6,80
2025-07-31 13F Washington Trust Advisors, Inc. 5 029 2,42 241 3,43
2025-08-14 13F Sentinel Wealth Management, Inc. 36 411 2
2025-08-14 13F Essential Planning, LLC. 109 915 15,55 5 277 16,75
2025-08-08 13F Tortoise Investment Management, LLC 110 298 -23,71 5 295 -22,93
2025-08-14 13F Great Valley Advisor Group, Inc. 79 588 97,78 3 821 99,84
2025-08-13 13F Renaissance Technologies Llc 212 121 -42,03 10 184 -41,43
2025-07-14 13F Shearwater Capital LLC 8 570 0,00 411 0,98
2025-08-15 13F Kestra Advisory Services, LLC 58 177 12,53 2 793 13,72
2025-08-15 13F Binnacle Investments Inc 99 067 6,66 4 756 7,77
2025-08-07 13F Nwam Llc 16 380 3,98 785 4,95
2025-08-06 13F Aspect Partners, LLC 0 -100,00 0
2025-07-23 13F Quarry Hill Advisors, Llc 36 087 16,84 1 733 18,06
2025-08-14 13F Mpwm Advisory Solutions, Llc 1 973 1 361,48 95 1 466,67
2025-07-09 13F Market Street Wealth Management Advisors Llc 1 156 115 0,68 55 505 1,72
2025-08-14 13F Mercer Global Advisors Inc /adv 139 889 -54,08 6 716 -53,60
2025-07-31 13F Aspen Capital Management, LLC 0 -100,00 0
2025-07-17 13F Porter White Investment Advisors, Inc. 49 004 15,99 2 353 17,19
2025-08-11 13F Citigroup Inc 58 109 63,96 2 790 65,62
2025-07-07 13F OMNI 360 Wealth, Inc. 8 122 0,00 390 1,04
2025-08-14 13F McIlrath & Eck, LLC 651 308 15,42 31 269 16,61
2025-08-14 13F Navigoe, LLC 15 085 0,00 1
2025-08-11 13F HighTower Advisors, LLC 1 702 184 -3,85 81 722 -2,85
2025-08-07 13F CENTRAL TRUST Co 3 750 476,92 180 500,00
2025-08-14 13F Jane Street Group, Llc 78 326 -44,40 3 760 -43,83
2025-07-15 13F Family Wealth Partners, Llc 162 174 6,02 7 786 7,11
2025-08-12 13F Titleist Asset Management, Llc 10 204 0,00 490 1,03
2025-07-14 13F Park Avenue Securities Llc 701 192 54,56 34 57,14
2025-08-14 13F Clg Llc 12 602 0,00 605 1,17
2025-07-29 13F AssuredPartners Investment Advisors, LLC 153 217 5,81 7 356 6,89
2025-07-22 13F Wealthcare Advisory Partners LLC 15 712 18,06 754 19,30
2025-07-16 13F Builder Investment Group Inc /adv 4 961 0,61 238 1,71
2025-07-29 13F Fundamentun, Llc 77 383 3 715
2025-05-12 13F Fmr Llc 0 -100,00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 35 342 4,52 1 697 5,60
2025-07-15 13F Great Oak Capital Partners, Llc 462 723 3,38 22 174 5,98
2025-08-12 13F Rather & Kittrell, Inc. 959 885 4,52 46 084 5,60
2025-08-08 13F Security Financial Services, INC. 4 719 10,28 227 11,33
2025-08-14 13F Bank Of America Corp /de/ 427 062 0,03 20 503 1,06
2025-07-21 13F Onyx Financial Advisors, LLC 340 839 -2,27 16 364 -1,26
2025-08-12 13F Global Retirement Partners, LLC 1 673 1,39 80 3,90
2025-07-31 13F Core Wealth Management, Inc. 13 299 -23,29 638 -22,48
2025-07-25 13F Stephens Consulting, LLC 418 20
2025-08-13 13F Northwestern Mutual Wealth Management Co 4 861 1 007,29 233 1 065,00
2025-07-03 13F Lam Group, Inc. 7 855 -0,25 377 0,80
2025-08-07 13F Lakeridge Wealth Management LLC 108 856 -0,62 5 226 0,40
2025-07-18 13F Truist Financial Corp 137 281 2,31 6 591 3,36
2025-07-08 13F Peirce Capital Management, LLC 164 954 -4,47 7 919 -3,49
2025-07-23 13F Matisse Capital 6 500 0,00 312 1,30
2025-07-08 13F Parallel Advisors, LLC 860 0,00 41 2,50
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 115 006 43,55 5 521 45,02
2025-07-30 13F Rehmann Capital Advisory Group 25 869 -1,70 1 242 -0,72
2025-08-14 13F C M Bidwell & Associates Ltd 113 0,00 5 0,00
2025-07-14 13F UMA Financial Services, Inc. 1 687 29,47 81 31,15
2025-08-13 13F Cary Street Partners Financial Llc 11 487 21,03 552 22,17
2025-08-14 13F Raymond James Financial Inc 35 989 -27,81 1 728 -27,07
2025-05-12 13F Savvy Advisors, Inc. 0 -100,00 0
2025-08-13 13F Cerity Partners LLC 0 -100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 156 277 5,15 7 486 5,69
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 46 787 -9,36 2 244 -8,48
2025-07-11 13F Rockwood Wealth Management, LLC 48 103 -3,25 2 309 -2,24
2025-08-14 13F Comerica Bank 6 901 0,00 331 1,22
2025-07-08 13F Apella Capital, LLC 3 396 458 26,06 162 758 27,36
2025-08-06 13F Modera Wealth Management, LLC 32 946 1,37 1 582 2,40
2025-08-05 13F Dravo Bay Llc 218 777 1,10 10 679 3,85
2025-07-15 13F Kraft Asset Management, Llc 17 866 -14,37 858 -13,52
2025-08-12 13F Jpmorgan Chase & Co 25 024 -4,84 1 201 -3,84
2025-08-15 13F Morgan Stanley 42 -86,36 2 -85,71
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 96 894 95,28 4 652 97,24
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 4 264 0,66 205 1,49
2025-07-25 13F Hemington Wealth Management 568 872 1,96 27 3,85
2025-08-14 13F Planwiser Financial, Llc 0 -100,00 0
2025-08-12 13F Pathstone Holdings, LLC 35 769 6,24 1 717 7,38
2025-07-29 13F Werba Rubin Papier Wealth Management 41 160 53,88 1 976 55,47
2025-08-04 13F Arcadia Wealth Management, Inc. 100 006 12,98 4 801 14,15
2025-08-12 13F Passive Capital Management, LLC. 189 672 11,34 9 099 12,39
2025-08-12 13F Nemes Rush Group LLC 126 0,00 6 20,00
2025-07-16 13F Signaturefd, Llc 1 0
2025-07-18 13F Pure Financial Advisors, Inc. 155 482 7,04 7 465 8,14
2025-08-13 13F GeoWealth Management, LLC 1 665 -79,21 80 -79,21
2025-05-06 13F Journey Strategic Wealth Llc 0 -100,00 0
2025-05-05 13F Hazlett, Burt & Watson, Inc. 0 -100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 99 085 21,61 4 757 22,89
2025-07-09 13F Archer Investment Management, LLC 0 -100,00 0
2025-08-14 13F Diversify Wealth Management, Llc 82 363 -2,19 3 967 -1,24
2025-08-14 13F Aqr Capital Management Llc 55 133 7,13 2 647 8,22
2025-07-17 13F Nova R Wealth, Inc. 137 161 4,15 6 585 5,23
2025-07-30 13F Clune & Associates, Ltd. 268 192 9,45 12 876 10,58
2025-08-13 13F Northern Trust Corp 35 168 1 688
2025-08-14 13F Mml Investors Services, Llc 67 230 13,55 3 50,00
2025-07-23 13F Austin Asset Management Co Inc 8 490 -15,23 408 -14,32
2025-07-10 13F White Wing Wealth Management 90 129 -5,39 4 327 -4,42
2025-08-11 13F von Borstel & Associates, Inc. 164 361 1,84 8 0,00
2025-07-29 13F Kondo Wealth Advisors, Inc. 264 427 5,67 12 685 6,67
2025-08-01 13F Red Lighthouse Investment Management, Llc 729 35
2025-08-08 13F Pinney & Scofield, Inc. 2 853 1,10 137 1,49
2025-07-16 13F Squire Investment Management Company, LLC 105 288 -1,68 5 055 -0,67
2025-08-12 13F Burk Holdings LLC 105 407 31,04 5 061 32,39
2025-08-08 13F RAM Investment Partners, LLC 891 335 28,85 42 793 30,18
2025-08-11 13F Aptus Capital Advisors, LLC 2 065 1,67 99 3,13
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 374 223 6,41 17 966 7,50
2025-08-01 13F SwitchPoint Financial Planning, LLC 78 049 2,42 3 747 3,48
2025-07-17 13F Eclectic Associates Inc /adv 217 398 63,25 10 437 64,93
2025-07-18 13F Client 1st Advisory Group, Llc 285 866 -1,52 13 724 -0,51
2025-07-14 13F Brady Martz Wealth Solutions, LLC 285 564 82,97 13 710 84,86
2025-07-18 13F PBMares Wealth Management LLC 131 198 258,84 6 299 262,58
2025-07-10 13F Exchange Traded Concepts, Llc 5 815 279
2025-07-17 13F Sterling Wealth Advisors Inc 518 413 -1,26 24 842 -0,42
2025-08-12 13F TCP Asset Management, LLC 47 091 12,62 2 261 13,74
2025-07-30 13F Phillips Financial Management, Llc 1 356 806 2,90 65 140 3,96
2025-07-25 13F Index Fund Advisors, Inc. 27 539 -2,82 1 322 -1,78
2025-08-05 13F WorthPointe, LLC 32 471 33,32 1 559 34,66
2025-08-06 13F Vestmark Advisory Solutions, Inc. 573 500 110,09 27 534 112,25
2025-07-15 13F Vestment Financial LLC 354 695 7,05 17 016 7,92
2025-08-11 13F Babb Wealth Advisors LLC 83 916 1,49 4 029 2,55
2025-05-02 13F Whittier Trust Co Of Nevada Inc 0 -100,00 0
2025-07-03 13F CPA Asset Management LLC 164 909 3,88 7 917 4,96
2025-08-11 13F WPWealth LLP 1 024 444 -4,19 49 184 -3,21
2025-07-23 13F HMV Wealth Advisors, LLC 10 760 84,88 517 86,96
2025-07-18 13F BCO Wealth Management LLC 293 785 6,35 14 105 7,44
2025-07-16 13F Blue Oak Capital, LLC 127 165 20,26 6 105 21,52
2025-07-14 13F Abacus Planning Group, Inc. 118 755 5 701
2025-08-12 13F J.w. Cole Advisors, Inc. 5 465 262
2025-08-14 13F Old Mission Capital Llc 0 -100,00 0
2025-08-11 13F Foundation Wealth Management, LLC\PA 58 203 0,00 2 794 1,05
2025-08-14 13F Safeguard Investment Advisory Group, LLC 33 431 -0,06 1 605 1,01
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 173 709 4,20 8 328 5,11
2025-08-12 13F Coldstream Capital Management Inc 0 -100,00 0
2025-07-16 13F Vestia Personal Wealth Advisors 23 193 10,00 1 113 11,19
2025-08-01 13F JDH Wealth Management, LLC 21 393 46,82 1 027 48,41
2025-08-26 13F Nautilus Advisors LLC 16 275 -14,24 781 -13,32
2025-08-14 13F Royal Bank Of Canada 314 651 -24,23 15 106 -23,45
2025-07-28 13F Delap Wealth Advisory, Llc 92 577 23,02 4 445 24,31
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 -100,00 0
2025-07-17 13F CogentBlue Wealth Advisors, LLC 68 576 67,42 3 292 69,17
2025-07-23 13F Tcfg Wealth Management, Llc 5 849 0,00 281 1,08
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 42 265 -25,08 2 029 -24,29
2025-08-01 13F Brookwood Investment Group LLC 5 625 -52,11 270 -51,61
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 85 709 -0,34 4 115 0,69
2025-08-13 13F Parkworth Wealth Management, Inc. 81 610 1,93 3 918 3,00
2025-08-14 13F Beaird Harris Wealth Management, LLC 2 581 436 -2,05 123 935 -1,04
2025-07-15 13F SJS Investment Consulting Inc. 372 779 3,23 17 897 4,29
2025-07-29 13F Straight Path Wealth Management 7 261 0,01 349 0,87
2025-08-07 13F Fonville Wealth Management LLC 7 935 381
2025-07-14 13F Abacus Wealth Partners, LLC 26 115 1 254
2025-04-11 13F Foster Group, Inc. 0 -100,00 0
2025-08-13 13F American Investment Services, Inc. 37 340 -2,33 1 793 -1,32
2025-07-22 13F Bay Harbor Wealth Management, LLC 179 989 3,94 8 641 5,02
2025-08-14 13F Betterment LLC 212 187 -2,99 10 0,00
2025-07-31 13F Glass Jacobson Investment Advisors llc 13 278 3,23 637 5,81
2025-07-23 13F Wheelhouse Advisory Group LLC 245 823 20,32 11 802 21,56
2025-08-13 13F Kilter Group LLC 153 7
2025-08-12 13F Coston, McIsaac & Partners 30 006 413,27 1
2025-07-18 13F Fmb Wealth Management 103 006 5,08 4 945 6,16
2025-08-11 13F TAGStone Capital, Inc. 14 582 1,60 702
2025-07-10 13F Selective Wealth Management, Inc. 7 933 68,68 381 71,95
2025-08-08 13F Altiora Financial Group, LLC 956 818 3,17 45 937 4,23
2025-07-17 13F HB Wealth Management, LLC 8 754 -7,43 420 -6,46
2025-07-16 13F Meredith Wealth Planning 63 855 5,18 3 066 6,24
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 127 592 0,15 6 126 1,17
2025-07-11 13F Kaufman Rossin Wealth, LLC 32 274 -3,31 1 549 -2,33
2025-07-22 13F USAdvisors Wealth Management, LLC 17 886 -2,77 1
2025-07-29 13F Grunden Financial Advisory, Inc. 498 093 -0,13 23 913 0,90
2025-08-14 13F Pinnacle Family Advisors, LLC 10 121 -6,43 486 -5,46
2025-07-17 13F DiNuzzo Private Wealth, Inc. 1 898 104 -2,73 91 128 -1,73
2025-07-17 13F Elser Financial Planning, Inc 744 424 35 636
2025-08-06 13F Savant Capital, LLC 3 660 989 20,68 175 764 21,92
2025-07-28 13F RFG Advisory, LLC 75 782 -21,79 3 638 -20,98
2025-07-16 13F Kooman & Associates 118 755 -5,12 5 701 -4,14
2025-07-16 13F Plancorp, LLC 5 924 -11,21 284 -10,41
2025-07-21 13F Verus Financial Partners, Inc. 7 329 0,18 352 1,45
2025-07-30 13F Studio Investment Management Llc 236 529 6,41 11 356 7,51
2025-08-08 13F Advyzon Investment Management, LLC 5 212 250
2025-07-21 13F Keb Asset Management, Llc 19 301 36,15 927 37,59
2025-07-24 13F IFP Advisors, Inc 43 005 -83,88 2 065 -83,72
2025-08-13 13F Flow Traders U.s. Llc 21 094 -28,53 1 0,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 346 699 -1,19 16 644 -0,18
2025-08-07 13F Midwest Trust Co 5 118 246
2025-08-12 13F Proequities, Inc. 0 0
2025-07-24 13F rebel Financial LLC 5 847 281
2025-07-24 13F FinDec Wealth Services, Inc. 7 925 -48,29 380 -47,80
2025-07-02 13F Helen Stephens Group, LLC 0 -100,00 0
2025-07-10 13F Stewardship Advisors, LLC 12 183 -1,15 585 -0,17
2025-07-09 13F Seaside Wealth Management, Inc. 8 253 36,39 396 37,98
2025-08-11 13F Cornerstone Planning Group LLC 0 -100,00 0
2025-07-14 13F BetterWealth, LLC 25 911 2,96 1 244 4,02
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 26 618 -36,15 1 277 -35,59
2025-08-14 13F Eaton-Cambridge Inc. 5 831 0,00 280 0,72
2025-08-14 13F Main Street Financial Solutions, LLC 6 665 -5,62 320 -4,78
2025-04-30 13F Brown Advisory Inc 0 -100,00 0 -100,00
2025-05-15 13F Concorde Asset Management, LLC 4 833 1,26 229 2,69
2025-08-06 13F New Dimensions Wealth Management, LLC 123 815 1,56 5 971 3,06
2025-07-29 13F Disciplined Investments, LLC 151 836 37,62 7 290 39,05
2025-08-11 13F Wealthspire Advisors, LLC 34 558 93,80 1 659 95,87
2025-07-23 13F SpringVest Wealth Management LLC 47 883 51,92 2 299 53,51
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 90 786 12,59 4 33,33
2025-07-31 13F Planning Center, Inc. 2 325 952 2,68 111 669 3,74
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 72 088 -3,99 3 461 -2,34
2025-07-17 13F Northwest Wealth Management, Llc 379 075 8,59 18 199 9,72
2025-08-14 13F Hancock Whitney Corp 22 363 0,00 1 074 1,04
2025-08-07 13F Samalin Investment Counsel, LLC 27 835 -15,20 1 336 -14,30
2025-08-18 13F/A Kestra Investment Management, LLC 55 603 127,04 2 670 129,49
2025-07-25 13F Apollon Wealth Management, LLC 66 385 11,23 3 187 12,38
2025-07-14 13F Sowell Financial Services LLC 46 308 4,96 2 223 6,06
2025-08-13 13F SageView Advisory Group, LLC 62 960 0,05 3 016 0,84
2025-08-01 13F Envestnet Asset Management Inc 1 938 383 31,22 93 062 32,57
2025-07-23 13F Elevate Wealth Advisory, Inc 14 867 -2,98 714 -2,06
2025-07-11 13F Wolfstich Capital, LLC 0 -100,00 0
2025-07-16 13F Gradient Capital Advisors, LLC 204 171 -1,65 9 802 -0,64
2025-07-18 13F BCU Wealth Advisors, LLC 307 781 13,37 14 777 14,54
2025-07-24 13F Ronald Blue Trust, Inc. 740 0,00 36 0,00
2025-08-18 13F/A National Bank Of Canada /fi/ 856 41
2025-07-17 13F Applied Capital LLC 24 857 -9,13 1 193 -8,16
2025-07-22 13F Firethorn Wealth Partners, Llc 30 909 10,92 1 484 12,01
2025-07-23 13F Pillar Financial Advisors, LLC 43 087 -2,20 2 069 -1,19
2025-08-05 13F Bank Of Montreal /can/ 0 -100,00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 212 183 1,93 10 187 2,87
2025-05-13 13F Francis Financial, Inc. 0 -100,00 0
2025-08-15 13F CI Private Wealth, LLC 96 715 -34,59 4 643 -33,92
2025-07-14 13F Maryland Capital Advisors Inc. 53 835 -0,01 2 585 1,02
2025-07-29 13F Two West Capital Advisors LLC 13 500 -24,24 647 -23,00
2025-07-14 13F AdvisorNet Financial, Inc 2 541 6,05 122 7,08
2025-06-03 13F Invst, LLC 38 872 64,76 1 847 67,00
2025-07-28 13F Dixon Fnancial Services, Inc. 9 688 -2,74 465 -1,69
2025-08-12 13F LPL Financial LLC 314 963 22,79 15 121 24,06
2025-08-11 13F Beta Wealth Group, Inc. 28 860 -66,95 1 386 -66,62
2025-05-12 13F Hantz Financial Services, Inc. 0 -100,00 0
2025-07-18 13F Arcadia Wealth Management, LLC 49 318 6,45 2 368 7,54
2025-07-17 13F XY Planning Network, Inc. 69 337 34,43 3 329 35,78
2025-07-16 13F Tassel Capital Management, Inc. 21 622 -46,69 1 038 -46,13
2025-07-17 13F Oakworth Capital, Inc. 2 714 -9,44 130 -8,45
2025-07-15 13F Maseco Llp 564 786 27 118
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 13 411 -4,92 644 -4,03
2025-07-28 13F Harbour Investments, Inc. 383 0,00 18 0,00
2025-08-06 13F Ethos Financial Group, LLC 15 698 -22,47 754 -20,65
2025-07-31 13F Orion Capital Management LLC 415 -20,50 20 -20,83
2025-07-31 13F City State Bank 140 441 -2,23 6 743 -1,22
2025-08-08 13F SageOak Financial, LLC 353 618 -6,44 16 977 -5,47
2025-07-17 13F Claris Advisors, Llc / Mo / 56 252 27,86 2 701 29,19
2025-07-29 13F Stratos Wealth Advisors, LLC 9 095 20,29 437 21,45
2025-04-18 13F Global Trust Asset Management, LLC 0 -100,00 0
2025-07-29 13F Financial Symmetry Inc 13 922 3,04 668 4,05
2025-07-14 13F Capstone Wealth Management, LLC 16 297 36,41 782 37,92
2025-08-06 13F Commonwealth Equity Services, Llc 1 019 698 5,34 49 6,67
2025-08-14 13F Smartleaf Asset Management LLC 21 134 0,49 1 014 1,40
2025-08-01 13F Rossby Financial, LCC 817 0,00 39 2,63
2025-08-07 13F Resources Investment Advisors, LLC. 3 068 288 5,15 147 309 6,24
2025-08-14 13F Hilltop Holdings Inc. 0 -100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 18 076 40,49 868 41,90
2025-08-07 13F Prudent Man Investment Management, Inc. 1 839 0,00 86 0,00
2025-08-11 13F Root Financial Partners, LLC 1 192 294 9,80 57 242 10,93
2025-07-16 13F TCI Wealth Advisors, Inc. 54 106 -4,13 2 598 -3,13
2025-08-13 13F Beacon Pointe Advisors, LLC 91 243 19,62 4 381 20,86
2025-07-25 13F PrairieView Partners, LLC 75 908 8,33 4 0,00
2025-07-25 13F Concord Wealth Partners 210 743 27,91 10 118 29,22
2025-08-08 13F Sittner & Nelson, Llc 0 -100,00 0
2025-08-13 13F Summit Wealth Group Llc / Co 9 741 468
2025-07-22 13F Merit Financial Group, LLC 4 855 13,54 233 14,78
2025-08-13 13F EverSource Wealth Advisors, LLC 155 266 364,12 7 454 369,10
2025-07-17 13F Oceanside Advisors LLC 263 924 2,91 12 671 3,97
2025-08-13 13F Transce3nd, LLC 66 0,00 3 0,00
2025-08-14 13F Pine Harbor Wealth Management, LLC 216 923 10,11 10 415 11,25
2025-08-14 13F Mariner, LLC 20 525 985
2025-08-14 13F Acorn Wealth Advisors, LLC 72 832 -1,98 3 497 -0,96
2025-05-13 13F Intrepid Financial Planning Group LLC 0 -100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 21 048 29,55 1 011 30,83
2025-07-16 13F Signature Resources Capital Management, LLC 579 464 74,06 27 820 75,86
2025-08-04 13F Assetmark, Inc 1 279 350 0,33 61 422 1,37
2025-08-13 13F Millstone Evans Group, LLC 6 843 -69,40 329 -69,11
2025-07-21 13F Keystone Financial Group, Inc. 107 297 32,77 5 151 33,83
2025-08-04 13F Live Oak Private Wealth LLC 74 162 92,73 3 561 94,75
2025-08-04 13F Integrity Alliance, Llc. 425 410 -4,74 20 424 -3,76
2025-07-30 13F Mills Wealth Advisors LLC 88 974 120,11 4 272 122,45
2025-08-05 13F Burney Co/ 149 506 34,52 7 178 35,90
2025-07-14 13F Friday Financial 146 213 8,18 7 020 9,18
2025-07-14 13F Narus Financial Partners, LLC 53 730 -4,22 2 580 -3,23
2025-07-23 13F Abel Hall, LLC 6 145 -6,11 295 -5,14
2025-07-23 13F Sax Wealth Advisors, Llc 479 978 21,97 23 044 23,22
2025-08-14 13F Colony Group, LLC 3 683 265 1,46 176 834 2,50
2025-07-15 13F Kelly Financial Group Llc 5 323 256
2025-05-15 13F/A Orion Portfolio Solutions, LLC 81 477 16,87 3 872 18,45
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2025-07-17 13F Blossom Wealth Management 17 668 9,16 848 10,27
2025-08-06 13F Geometric Wealth Advisors 19 875 75,71 954 77,65
2025-08-06 13F Rialto Wealth Management, LLC 552 0,00 27 0,00
2025-08-14 13F Citadel Advisors Llc 342 569 191,38 16 447 194,41
2025-08-11 13F Private Advisor Group, LLC 102 700 11,91 4 931 13,05
2025-07-22 13F Sutton Place Investors Llc 38 544 -4,04 1 850 -3,04
2025-07-31 13F Kathleen S. Wright Associates Inc. 16 898 0,00 811 1,12
2025-08-14 13F Wells Fargo & Company/mn 3 039 48,61 146 49,48
2025-07-28 13F Verisail Partners, LLC 369 278 0,08 17 729 1,12
2025-07-16 13F Tru Independence Asset Management 2, Llc 134 581 -10,46 6 461 -9,54
2025-08-07 13F Aegis Wealth Management LLC 33 458 0,00 1 590 0,00
2025-08-11 13F Keyes, Stange & Wooten Wealth Management, LLC 502 666 -1,09 24 133 -0,07
2025-08-14 13F DecisionPoint Financial, LLC 486 0,00 23 0,00
2025-07-25 13F Atria Wealth Solutions, Inc. 14 079 -35,67 676 -35,03
2025-08-26 13F/A Thrivent Financial For Lutherans 46 331 2
2025-07-31 13F Cardinal Point Capital Management, ULC 0 -100,00 0
2025-07-17 13F SC&H Financial Advisors, Inc. 280 649 4,69 13 474 5,77
2025-08-07 13F Tillman Hartley LLC 272 942 -1,22 13 104 -0,21
2025-08-14 13F GWM Advisors LLC 3 396 63,74 163 66,33
2025-08-14 13F CoreCap Advisors, LLC 344 17
2025-07-31 13F Buckingham Strategic Partners 3 896 787 11,86 187 083 13,01
2025-07-17 13F Barry Investment Advisors, LLC 33 931 23,55 1 629 24,83
2025-05-07 13F WMS Partners, LLC 0 -100,00 0
2025-07-14 13F Parkshore Wealth Management, Inc. 155 234 45,79 7 453 47,30
2025-08-07 13F Allworth Financial LP 189 225 -33,27 9 085 -32,57
2025-08-14 13F Diversify Advisory Services, LLC 4 378 211
2025-07-17 13F Heritage Investment Group, Inc. 143 670 1,79 6 898 2,85
2025-07-24 13F Wealth Advisors Northwest LLC 35 904 285,24 1 724 289,82
2025-08-13 13F Legacy Capital Wealth Partners, LLC 7 029 337
2025-04-09 13F Pioneer Wealth Management Group 0 -100,00 0
2025-08-11 13F Principal Securities, Inc. 2 286 0,00 110 1,87
2025-08-12 13F Change Path, LLC 105 237 4,12 5 052 5,18
2025-07-09 13F Krilogy Financial LLC 10 216 0,00 490 1,03
2025-08-12 13F XTX Topco Ltd 4 383 210
2025-08-04 13F Capital Performance Advisors Llp 5 375 0,00 258 1,18
2025-08-11 13F Lowe Brockenbrough & Co Inc 2 0
2025-08-04 13F IFG Advisory, LLC 11 551 2,85 555 3,94
2025-08-14 13F Warren Averett Asset Management, LLC 290 834 -4,36 13 963 -3,38
2025-08-14 13F Cardiff Park Advisors, Llc 15 526 745
2025-08-06 13F North Capital, Inc. 142 0,00 7 0,00
2025-07-22 13F Yardley Wealth Management LLC 185 796 0,35 9 0,00
2025-07-17 13F Mattern Wealth Management LLC 554 448 -4,32 26 619 -3,33
2025-07-24 13F Williams & Novak, LLC 13 813 26,35 663 27,50
2025-08-01 13F Austin Private Wealth, LLC 39 952 539,85 1 918 547,97
2025-07-17 13F Vermillion Wealth Management, Inc. 7 897 0,88 379 2,16
2025-08-12 13F Legacy Financial Group, Inc. 411 727 5,19 19 767 6,27
2025-08-11 13F CFS Investment Advisory Services, LLC 140 038 -1,05 7 0,00
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-07-30 13F Jackson Thornton Asset Management, Llc 413 466 5,00 19 801 5,79
2025-08-12 13F Steward Partners Investment Advisory, Llc 188 990 11,88 9 073 13,03
2025-08-14 13F Integrated Wealth Concepts LLC 375 453 18,11 18 026 19,32
2025-07-22 13F David Wealth Management LLC 360 829 3,53 17 323 4,59
2025-07-28 13F Morris Financial Concepts, Inc. 29 800 -2,07 1 431 -1,11
2025-07-16 13F Leading Edge Financial Planning LLC 13 132 38,61 630 40,00
2025-08-12 13F SRS Capital Advisors, Inc. 4 955 -12,52 238 -11,90
2025-07-22 13F Aspire Private Capital, LLC 56 733 7,86 2 724 8,96
2025-07-16 13F Spinnaker Investment Group, LLC 0 -100,00 0
2025-07-18 13F Parkwoods Wealth Partners, LLC 9 002 432
2025-07-25 13F Ruedi Wealth Management, Inc. 929 564 4,21 44 628 5,29
2025-08-01 13F Financial Counselors Inc 0 -100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 5 276 2,21 253 3,27
2025-05-13 13F UBS Group AG 0 -100,00 0
2025-07-30 13F Forum Financial Management, LP 16 432 -29,98 789 -29,33
2025-08-07 13F PFG Advisors 25 425 -25,41 1 221 -24,64
2025-08-08 13F Cetera Investment Advisers 52 429 1,31 2 517 2,36
2025-07-30 13F DecisionMap Wealth Management, LLC 28 936 -7,93 1 389 -6,97
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 581 0,00 28 0,00
2025-07-09 13F Dynamic Advisor Solutions LLC 248 180 3,76 11 915 4,83
2025-07-25 13F Parker Financial LLC 132 101 9,64 6 342 10,74
2025-07-07 13F Retirement Wealth Solutions LLC 930 45
2025-07-10 13F Pacific Asset Management, LLC 259 549 0,80 12 461 1,83
2025-07-31 13F Curio Wealth, Llc 760 536 192 929,44 36 513 40,07
2025-07-17 13F Poinciana Advisors Group, Llc 6 562 46,93 315 48,58
2025-07-24 13F Vantage Point Financial LLC 134 630 5,54 6 464 6,63
2025-07-11 13F Great Waters Wealth Management 1 242 440 4,47 59 650 5,55
2025-07-16 13F BOS Asset Management, LLC 50 068 10,41 2 404 11,56
2025-07-22 13F Simplicity Wealth,LLC 11 549 -90,07 554 -89,97
2025-07-15 13F Hippocratic Financial Advisors, LLC 62 336 -88,13 2 993 -88,01
2025-08-12 13F O'shaughnessy Asset Management, Llc 8 510 0,00 409 0,99
2025-08-13 13F Wealthquest Corp 605 612 29 075
2025-07-31 13F Warburton Capital Management, LLC 8 154 37,02 0
2025-08-08 13F Foundations Investment Advisors, LLC 11 159 3,19 536 4,29
2025-07-30 13F Cambridge Capital Management, Llc 160 230 402,84 7 693 408,06
2025-08-11 13F Copperleaf Capital, LLC 31 516 69,26 1 513 71,15
2025-07-25 13F One Degree Advisors Inc 271 412 6,05 13 8,33
2025-05-09 13F TD Waterhouse Canada Inc. 0 -100,00 0 -100,00
2025-07-18 13F Bridge Generations Wealth Management Llc 53 -66,03 3 -71,43
2025-07-16 13F Five Oceans Advisors 56 440 7,21 2 710 8,32
2025-07-25 13F Concord Asset Management, LLC/VA 210 743 10 118
2025-07-10 13F Shira Ridge Wealth Management 167 760 -5,00 8 054 -4,02
2025-07-25 13F Cwm, Llc 5 395 -14,08 0
2025-08-06 13F AE Wealth Management LLC 3 759 0,00 180 1,12
2025-07-17 13F Dopkins Wealth Management, Llc 44 625 10,35 2 142 11,50
2025-07-31 13F Cornerstone Management, Inc. 148 489 40,74 7 129 42,19
2025-08-11 13F Diversified Portfolios, Inc. 933 135 13,03 44 800 14,19
2025-08-13 13F Forthright Family Wealth Advisory LLC 15 926 -0,20 765 0,79
2025-08-13 13F Solutions 4 Wealth, Ltd 41 123 -1,54 1 974 -0,50
2025-08-14 13F Sterling Wealth Management, Inc. 213 359 40,57 10 243 43,96
2025-08-06 13F Valued Wealth Advisors LLC 481 515 11,92 23 118 13,07
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 561 0,90 27 0,00
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