Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Dimensional ETF Trust - Dimensional US Core Equity 1 ETF comprennent B&D White Capital Company, LLC, Prospect Financial Group LLC, Raymond James Financial Inc, ABLE Financial Group, LLC, Elser Financial Planning, Inc, Plancorp, LLC, TCI Wealth Advisors, Inc., Alpha Financial Advisors, LLC, Grand Wealth Management, Llc, Cetera Investment Advisers, Colony Group, LLC, Apella Capital, LLC, Prospera Financial Services Inc, Summit Wealth Group Llc / Co, Scratch Capital Llc, Triad Wealth Partners, LLC, Exchange Traded Concepts, Llc, EP Wealth Advisors, Inc., Maseco Llp, et Andrews, Lucia Wealth Management Llc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 185 113 | 293,28 | 12 376 | 328,83 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 644 970 | 19,73 | 43 116 | 30,51 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 1 942 271 | 15,13 | 117 080 | 4,89 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 282 278 | 16,42 | 18 870 | 26,90 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 4 602 | 29,56 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 22 647 | 0,16 | 1 514 | 9,16 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 1 005 411 | 2,67 | 67 212 | 11,91 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 6 647 | 444 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 853 734 | 3,84 | 57 072 | 12,77 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 20 148 | 150,57 | 1 347 | 173,02 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 29 396 | 203,05 | 1 965 | 230,81 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 3 465 | 0,26 | 232 | 9,48 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 117 732 | 7,93 | 7 870 | 17,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 66 336 | 1,13 | 4 435 | 13,23 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 43 982 | 24,68 | 2 940 | 35,92 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 8 540 | 571 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 327 338 | 88,93 | 21 883 | 105,93 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 407 930 | 224,34 | 27 270 | 253,56 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 5 440 | 11,68 | 364 | 21,81 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 10 511 | 0,35 | 706 | 17,89 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 113 224 | 7 569 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 45 014 | 44,33 | 3 009 | 57,37 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 101 954 | 42,97 | 6 816 | 55,84 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 6 788 | 16,13 | 0 | |||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 358 149 | 3,75 | 23 942 | 13,09 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 91 843 | 77,86 | 6 140 | 93,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 4 180 | 279 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 031 | 537 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 137 | 9 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 79 870 | 1,47 | 5 339 | 10,20 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 42 220 | 7,27 | 2 822 | 16,95 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 13 178 | 86,18 | 881 | 102,76 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 895 | 60 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33 181 | 54,74 | 2 218 | 68,67 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 134 163 | 614,89 | 8 969 | 679,83 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 296 687 | 23,13 | 19 834 | 34,22 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 35 009 | 102,56 | 2 377 | 114,53 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 3 239 | 217 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 328 949 | 26,25 | 21 990 | 37,61 | ||||
| 2025-08-14 | 13F | Betterment LLC | 279 263 | 1,37 | 19 | 12,50 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 13 428 | 51,88 | 898 | 65,50 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 3 582 | 0,11 | 239 | 9,13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 35 978 | 49,24 | 2 405 | 62,72 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 3 061 | 205 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 626 | 0,16 | 42 | 10,81 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 54 423 | 4,14 | 3 638 | 13,51 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 4 462 | 301 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 13 530 | 0,85 | 905 | 9,98 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 109 007 | 7 287 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 703 | 14,40 | 314 | 24,60 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 262 918 | 15,15 | 17 576 | 25,52 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 17 804 | 3,55 | 1 190 | 12,90 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 303 016 | 2,98 | 20 257 | 12,25 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 3 777 | 252 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 351 460 | 608,07 | 23 495 | 671,85 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 8 924 | 597 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 476 709 | 17,16 | 31 868 | 27,70 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 43 097 | 1,22 | 2 881 | 10,34 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 339 | 23 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 69 131 | 4,00 | 4 621 | 13,37 | ||||
| 2025-07-15 | 13F | Maseco Llp | 7 029 | 470 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 5 992 | 77,91 | 401 | 94,17 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6 339 | 424 | ||||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 374 113 | 5,56 | 25 361 | 12,27 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 104 799 | 2,80 | 7 006 | 12,04 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 15 112 | 1,85 | 1 010 | 10,99 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 289 099 | 2,05 | 19 326 | 11,24 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 21 585 | 6,07 | 1 324 | 132 200,00 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 104 227 | 7 014 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 136 058 | 78,06 | 9 | 125,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 430 932 | 41,36 | 28 808 | 54,08 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20 427 | 4,20 | 1 366 | 8,59 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 113 578 | 415,23 | 7 626 | 464,40 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 21 266 | 107,74 | 1 422 | 126,63 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 72 147 | 1,37 | 4 823 | 10,49 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 204 695 | 17,86 | 13 684 | 28,47 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 131 005 | 8 758 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9 827 | 34,71 | 657 | 46,76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26 270 | 1 756 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 22 782 | 19,46 | 1 523 | 30,20 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 107 446 | 3,67 | 140 883 | 13,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 249 | 17 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 406 | 27 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 63 037 | 4 214 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 37 979 | 0,44 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 369 615 | 14,41 | 25 | 26,32 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 34 445 | 87,02 | 2 303 | 103,90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 111 662 | 7 465 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 22 264 | 5,69 | 1 488 | 15,17 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 13 745 | 919 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 030 | 32,85 | 136 | 45,16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 650 | 4,15 | 712 | 13,40 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 86 025 | 5 751 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 19 070 | 23,77 | 1 275 | 34,92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 349 | 16,50 | 424 | 26,95 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 21 844 | 1 474 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 34 011 | 34,39 | 2 274 | 46,46 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 3 135 | 210 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 57 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 064 | 339 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 5 645 | 0,28 | 377 | 9,28 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14 947 | 999 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 17 589 | 79,41 | 1 176 | 95,51 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 18 578 | 32,22 | 1 242 | 44,13 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 160 | 479 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 23 129 | 290,30 | 1 546 | 325,90 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 3 214 | 215 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 10 590 | 133,16 | 1 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 46 082 | 3 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 182 721 | 6,89 | 11 206 | 2,18 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 69 149 | 5,08 | 4 623 | 14,55 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 43 216 | 12,39 | 2 889 | 22,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7 778 | 12 246,03 | 520 | 12 875,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 15 985 | 0,10 | 1 069 | 9,09 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 578 | 0,17 | 39 | 8,57 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 24 543 | 1 641 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 204 500 | 11,92 | 13 671 | 21,99 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 564 735 | 22,64 | 37 753 | 33,68 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 60 869 | 4 069 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 3 497 | 234 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 107 895 | 40,55 | 7 212 | 53,19 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 298 528 | 4,02 | 19 957 | 13,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 228 977 | 18,48 | 15 | 36,36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 414 | 28 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 83 352 | 67,47 | 5 572 | 82,57 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 4 192 | 280 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8 438 | 12,87 | 1 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 227 308 | 217,68 | 15 196 | 246,29 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 26 772 | 1 790 | ||||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 576 | 200,00 | 39 | 245,45 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4 008 | 268 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5 384 | 360 | ||||||
| 2025-07-11 | 13F | Scratch Capital Llc | 11 529 | 771 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 15 554 | 23,53 | 1 040 | 34,59 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 114 821 | 1,34 | 7 647 | 10,73 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 327 | 1 225 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 78 767 | 5 |
