Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF comprennent Maseco Llp, Triune Financial Partners, LLC, Premier Financial Group, Mml Investors Services, Llc, Vista Capital Partners, Inc., Sellwood Investment Partners LLC, Fundamentun, Llc, First Affirmative Financial Network, Aqr Capital Management Llc, Brown Advisory Inc, Astra Wealth Partners LLC, Perigon Wealth Management, LLC, McGlone Suttner Wealth Management, Inc., Morton Capital Management LLC/CA, Quadcap Wealth Management, LLC, Alpha Financial Advisors, LLC, Gemmer Asset Management LLC, HTG Investment Advisors, Inc., PBMares Wealth Management LLC, et BWM Planning, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 2 399 411 | 5,22 | 94 177 | 15,32 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 195 108 | 40,81 | 7 658 | 54,34 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 111 007 | 69,51 | 4 357 | 85,80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 34 298 | 150,13 | 1 346 | 174,13 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 92 392 | 0,09 | 3 626 | 9,71 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 7 313 | 287 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 61 734 | 6,45 | 2 423 | 16,71 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2 812 | 6,56 | 110 | 17,02 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 84 148 | 7,06 | 3 303 | 17,34 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 46 535 | 0,26 | 1 826 | 9,87 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 92 208 | 14,66 | 3 619 | 25,70 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 21 851 | 11,66 | 858 | 22,43 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 45 256 | 1 776 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 768 | 0,03 | 266 | 9,50 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 17 776 | 0,42 | 698 | 10,11 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 5 732 | 225 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 28 863 | 0,03 | 1 133 | 9,58 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 46 689 | 4,04 | 1 886 | 28,84 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7 199 | 14,52 | 283 | 25,33 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 27 907 | 260,79 | 1 095 | 296,74 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 6 451 | 1,11 | 253 | 10,96 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 200 646 | 41,88 | 7 875 | 55,51 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 7 293 | 286 | ||||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 8 298 | 11,64 | 326 | 22,18 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 62 364 | 84,01 | 2 448 | 101,73 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 29 545 | 1,48 | 1 160 | 11,23 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 8 780 | 35,98 | 0 | |||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 194 238 | 11,64 | 7 624 | 22,36 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28 352 | 0,51 | 1 113 | 10,10 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 28 675 | 86,71 | 1 125 | 104,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 26 038 | 14,07 | 1 030 | 34,69 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7 991 | 10,91 | 321 | 24,03 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 39 577 | 9,36 | 1 553 | 19,83 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 13 518 | 9,64 | 531 | 20,18 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 204 423 | 7,16 | 8 024 | 17,45 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 702 809 | 6,23 | 27 585 | 16,43 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 868 | 73 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 138 | 5 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 767 | 5,08 | 266 | 15,22 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 122 529 | 8,55 | 4 809 | 19,01 | ||||
| 2025-07-16 | 13F | Jentner Corp | 52 231 | 5,78 | 2 050 | 15,95 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12 788 | 45,29 | 502 | 59,05 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1 282 | 0,23 | 50 | 11,11 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 15 442 | 553 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 10 957 | 0,25 | 430 | 9,97 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 8 522 | 9,71 | 334 | 20,14 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 33 826 | 11,77 | 1 328 | 22,53 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 5 868 | 230 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 51 498 | 12,76 | 2 021 | 23,61 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 79 479 | 19,57 | 3 120 | 31,05 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1 234 428 | 26,97 | 48 451 | 39,17 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 553 | 0,25 | 375 | 9,68 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 78 949 | 56,17 | 3 099 | 71,16 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 13 773 | 0,78 | 541 | 10,43 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 191 470 | 50,94 | 7 515 | 65,46 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 11 627 | 3,29 | 456 | 13,15 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3 255 | 48,02 | 128 | 62,82 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 837 409 | 72 238 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 29 542 | 4,33 | 1 160 | 14,30 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 32 604 | 1 280 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 5 699 | 1,86 | 224 | 11,50 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 134 521 | 14,56 | 5 280 | 25,54 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 22 790 | 2,07 | 895 | 11,89 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 40 239 | 3,96 | 1 579 | 13,92 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 17 347 | 0,80 | 681 | 10,39 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 416 004 | 4,98 | 16 328 | 15,08 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 217 472 | 9,45 | 8 621 | 25,00 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 5 443 674 | 0,33 | 213 664 | 9,97 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 5 673 | 0,14 | 223 | 9,90 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 82 616 | 5,03 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 206 613 | 8 157 | ||||||
| 2025-08-12 | 13F | BWM Planning, LLC | 5 477 | 215 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8 374 | 329 | ||||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 23 324 | 0,95 | 915 | 10,64 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 80 014 | 55,68 | 3 141 | 70,65 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 207 386 | 6,01 | 8 140 | 16,19 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 7 148 | 281 | ||||||
| 2025-07-18 | 13F | Citrine Capital LLC | 1 083 004 | 8,97 | 42 508 | 19,44 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 7 715 | 303 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 473 | 18,41 | 58 | 31,82 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 785 | 0,43 | 109 | 3,81 | ||||
| 2025-08-14 | 13F | Betterment LLC | 162 302 | 48,74 | 6 | 100,00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 5 782 | 1,71 | 227 | 11,33 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 13 907 | 4,50 | 546 | 14,50 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 15 797 | 0,06 | 620 | 9,73 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 4 688 | 117 100,00 | 184 | -1,60 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 52 000 | 1,75 | 2 041 | 11,53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39 677 | 1 557 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5 216 | 205 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 34 385 | 1,23 | 1 350 | 10,94 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 38 736 | 1 520 | ||||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 90 477 | 144,45 | 3 240 | 23 035,71 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 12 909 | 85,37 | 507 | 103,21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 89 602 | 18,84 | 3 517 | 30,27 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 41 262 | 7,37 | 1 620 | 17,66 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 973 | 0,14 | 431 | 9,69 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 581 | 62 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 6 784 | 2,37 | 266 | 12,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 31 741 | 61,15 | 1 246 | 76,60 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 116 060 | 40,48 | 4 555 | 53,99 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 11 379 | 54,99 | 447 | 70,23 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 8 394 | 0,25 | 335 | 12,08 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 59 342 | 0,03 | 2 329 | 9,65 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 279 197 | 10 958 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 517 | 295 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 52 428 | 2,64 | 2 058 | 12,47 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 266 092 | 76,65 | 10 444 | 93,62 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 11 670 | 8,04 | 458 | 18,65 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11 006 | 432 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 43 007 | 2,17 | 1 688 | 12,01 | ||||
| 2025-08-08 | 13F | Creative Planning | 16 537 | 1,79 | 649 | 11,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 271 | 207 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 3 292 | 0,24 | 129 | 10,26 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 339 438 | 7,51 | 13 323 | 17,83 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 5 626 | 0,25 | 0 | |||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 9 559 | 8,74 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54 328 | 2 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 73 461 | 2 998 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 050 | 2,65 | 80 | 12,68 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 25 903 | 4,57 | 1 017 | 14,54 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 3 514 | 2,78 | 138 | 12,30 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 6 671 | 262 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39 725 | 330,72 | 2 | |||||
| 2025-08-13 | 13F | RW Investment Management LLC | 37 122 | 2,08 | 1 457 | 11,90 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 45 577 | 151,32 | 2 | |||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 6 567 | 1,97 | 258 | 11,74 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 7 162 | 173,57 | 281 | 202,15 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 824 110 | 50,06 | 71 596 | 64,48 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 59 857 | 0,50 | 2 349 | 10,18 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 300 | 12 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 145 904 | 2 698,31 | 5 727 | 2 978,49 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 426 | 0,24 | 17 | 6,67 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 121 006 | 26,44 | 4 749 | 38,58 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 27 921 | 8,26 | 1 096 | 18,63 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 23 297 | 10,43 | 914 | 21,06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14 191 | 60,80 | 557 | 75,95 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 25 974 | 4,02 | 1 | |||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 17 833 | 22,01 | 700 | 33,65 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 168 099 | 12,53 | 6 598 | 23,33 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 5 775 | 227 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 7 861 | 5,16 | 0 |
