Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF comprennent Shotwell Rutter Baer Inc, Silver Oak Wealth Advisors Services, Llc, W.H. Cornerstone Investments Inc., Fundamentun, Llc, USAdvisors Wealth Management, LLC, Werba Rubin Papier Wealth Management, Cetera Investment Advisers, Exchange Traded Concepts, Llc, Raymond James Financial Inc, Private Trust Co Na, SRS Capital Advisors, Inc., et Kilter Group 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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 347 | 1,76 | 232 | 3,59 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 799 | 45,75 | 1 056 | 48,94 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 37 050 | 33,63 | 1 977 | 35,99 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 63 842 | 3 407 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31 509 | 64,85 | 1 681 | 68,34 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 35 | 2 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 86 368 | 4,12 | 4 609 | 6,32 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 1 266 696 | 2,54 | 67 591 | 4,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 803 | 150 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 123 756 | 0,53 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 29 464 | 809,94 | 1 572 | 830,18 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9 991 | 89,15 | 533 | 93,82 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 378 980 | 103,51 | 20 222 | 107,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12 631 | 153,84 | 1 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 44 936 | 2 398 | ||||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 160 626 | 4,82 | 8 571 | 7,06 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 64 936 | 3 465 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 656 | 195 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9 997 | 1 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 10 968 | 82,01 | 585 | 86,31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5 498 | 293 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 225 824 | 18,75 | 12 050 | 21,27 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 178 127 | 7,10 | 9 494 | 9,11 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12 863 | 0,72 | 686 | 2,85 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 192 920 | 3,33 | 10 | 11,11 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13 716 | 732 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 850 209 | 2,29 | 45 | 4,65 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 9 420 | 286,07 | 503 | 295,28 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 305 510 | 1,21 | 16 302 | 3,37 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 69 821 | 3 726 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 162 842 | 6,20 | 8 689 | 8,45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 280 704 | 8,61 | 14 978 | 10,92 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 94 561 | 5,57 | 5 046 | 7,80 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 325 | 17 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 348 633 | 43,94 | 71 923 | 47,79 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 105 896 | 0,08 | 5 651 | 2,21 | ||||
| 2025-08-14 | 13F | Betterment LLC | 79 983 | 5,64 | 4 | 33,33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25 795 | 1 | ||||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 40 358 | 19,83 | 2 153 | 22,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11 584 | 0,84 | 618 | 3,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16 217 | 6,56 | 865 | 8,81 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 473 893 | 19,12 | 25 287 | 21,65 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38 110 | 92,94 | 2 034 | 97,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 69 088 | 17,62 | 3 687 | 20,10 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 23 434 | 17,84 | 1 250 | 20,31 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 58 738 | 9,44 | 3 069 | 9,29 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 34 875 | 520,11 | 1 861 | 534,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 31 440 | 132,99 | 1 678 | 137,87 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 7 916 | 18,65 | 422 | 21,26 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 912 547 | 0,27 | 48 694 | 2,40 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 577 833 | 4,97 | 30 833 | 7,21 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5 294 | 3,72 | 282 | 4,83 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 227 258 | 12 147 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 124 791 | 18,72 | 6 659 | 21,23 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 27 809 | 6,76 | 1 484 | 9,04 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 383 299 | 0,56 | 20 453 | 2,70 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 71 800 | 27,15 | 3 831 | 29,69 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 4 551 | 4,45 | 243 | 6,61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 245 374 | 23,67 | 13 093 | 26,31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 129 | 7 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 8 624 | 460 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 28 773 | 9,56 | 1 535 | 11,88 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 22 020 | 8,57 | 1 175 | 10,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 174 258 | 24,89 | 9 298 | 27,54 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 19 835 | 327,20 | 1 058 | 337,19 |
