Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF comprennent Assetmark, Inc, Park Avenue Securities Llc, Balanced Rock Investment Advisor, Envestnet Portfolio Solutions, Inc., Savant Capital, LLC, Legacy Capital Wealth Partners, LLC, MB Generational Wealth, LLC, Meritas Wealth Management, LLC, Farther Finance Advisors, LLC, et Maseco Llp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Burk Holdings LLC | 15 619 | 16,98 | 653 | 16,19 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 78 517 | 1,26 | 3 283 | 0,52 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 222 731 | 6,36 | 9 312 | 5,60 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 104 458 | 1,64 | 4 367 | 0,92 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 626 | 68 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 107 | 130 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 765 886 | 6,47 | 32 | 6,67 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 61 488 | 27,90 | 2 571 | 26,98 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 39 773 | 1,01 | 1 663 | 0,24 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 38 116 | 49,09 | 1 594 | 48,05 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 9 408 | 2,60 | 393 | 5,93 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 31 111 | 8,16 | 1 301 | 7,35 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 19 798 | 146,83 | 828 | 145,40 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 10 920 | 2,30 | 460 | 6,25 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 6 268 | 603,48 | 0 | |||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 7 775 | 1,12 | 325 | 0,62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 26 199 | 0,88 | 1 095 | 1,20 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 37 743 | 0,40 | 1 575 | -0,57 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 18 951 | 23,19 | 792 | 22,41 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 130 432 | 5,65 | 5 447 | 4,47 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 199 579 | 6,58 | 8 344 | 5,82 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6 991 | 1,54 | 292 | 1,04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 550 | 169,84 | 106 | 171,79 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 64 038 | 15,11 | 2 677 | 16,90 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 167 513 | 0,88 | 6 979 | 1,07 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3 595 | 202,10 | 150 | 200,00 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 96 949 | 16,67 | 4 053 | 15,83 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 33 891 | 115,29 | 1 417 | 113,73 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 14 166 | 1,65 | 592 | 1,02 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7 102 | 297 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 40 917 | 3,16 | 1 711 | 2,40 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13 967 | 584 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 73 475 | 3 072 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 23 043 | 4,65 | 963 | 3,88 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 132 599 | 6,07 | 5 544 | 5,30 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 000 | 0,20 | 209 | -0,48 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 243 | 52,85 | 345 | 51,54 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 432 044 | 2,35 | 18 064 | 1,61 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 54 982 | 4,77 | 2 299 | 4,03 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 17 610 | 31 346,43 | 736 | -61,26 | ||||
| 2025-07-30 | 13F | Matson Money. Inc. | 3 573 335 | 0,01 | 149 401 | -0,77 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7 523 | 315 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 194 955 | 2,42 | 8 151 | 1,68 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 48 010 | 6,28 | 2 007 | 5,52 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 5 369 | 226 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 68 750 | 3 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 3 273 | 33,43 | 137 | 32,04 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 97 | 2,11 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 4 788 | 200 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 26 908 | 28,82 | 1 125 | 27,99 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 254 918 | 3,55 | 10 658 | 2,82 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 250 286 | 3,68 | 10 | 0,00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 19 416 | 8,50 | 812 | 7,70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21 008 | 138,84 | 878 | 137,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 7 774 | 1,07 | 325 | 0,62 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 14 691 | 16,09 | 614 | 15,41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15 604 | 3,87 | 652 | 3,16 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 31 286 | 15,05 | 1 308 | 14,15 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 290 171 | 2,17 | 12 132 | 1,45 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 692 | 405 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 900 | 2 800,00 | 121 | 2 925,00 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 798 105 | 1,07 | 33 369 | 0,34 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 136 427 | 5,04 | 5 704 | 4,30 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 51 707 | 2 162 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 349 242 | 6,80 | 14 602 | 6,03 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 7 753 | 12,59 | 324 | 12,11 | ||||
| 2025-07-31 | 13F | City State Bank | 6 250 | 150,00 | 261 | 148,57 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 382 545 | 7,08 | 15 994 | 6,31 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 152 228 | 6,44 | 6 365 | 5,68 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 49 050 | 0,40 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 498 824 | 0,17 | 20 856 | -0,55 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 84 242 | 354,04 | 3 522 | 350,96 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 261 287 | 8,21 | 10 902 | 8,31 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 202 204 | 2,83 | 8 439 | 1,92 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 243 967 | 67,13 | 10 200 | 65,93 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 12 155 | 10,81 | 508 | 10,20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34 488 | 1,95 | 1 442 | 1,19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 999 | 10,60 | 209 | 10,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 820 | 35,29 | 243 | 34,25 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 5 710 | 602,34 | 239 | 600,00 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 5 118 | 0,71 | 214 | -0,47 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 16 991 | 1,84 | 710 | 1,14 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 868 594 | 2,19 | 36 316 | 1,46 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 866 | 78 | ||||||
| 2025-07-11 | 13F | Scratch Capital Llc | 234 900 | 25,03 | 9 821 | 24,14 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 37 197 | 8,45 | 1 555 | 7,69 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 81 946 | 0,46 | 3 426 | -0,26 |
