Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Dimensional ETF Trust - Dimensional Global Credit ETF comprennent Thrivent Financial For Lutherans, Fundamentun, Llc, Brookstone Capital Management, Hershey Financial Advisers, LLC, Sei Investments Co, Cetera Investment Advisers, Exchange Traded Concepts, Llc, AE Wealth Management LLC, Raymond James Financial Inc, Jones Financial Companies Lllp, Skopos Labs, Inc., et Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 43 563 | 126,96 | 2 362 | 131,57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27 568 | 18,07 | 1 495 | 20,37 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8 350 | 9,55 | 453 | 11,88 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 38 720 | 11,48 | 2 100 | 13,71 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 82 004 | 0,39 | 4 447 | 2,39 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12 773 | 242,44 | 693 | 249,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 871 | 101 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 741 234 | 124,95 | 148 657 | 129,44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 731 | 7,81 | 1 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 18 432 | 1 000 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9 620 | 1,84 | 522 | 3,78 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 040 | 111 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 146 | 8 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 557 | 139 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 7 686 | 417 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75 568 | 4,23 | 4 098 | 6,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 592 144 | 15,57 | 32 112 | 17,87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 216 | 0,84 | 337 | 3,06 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 38 021 | 109,42 | 2 062 | 113,58 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 59 092 | 121,33 | 3 | 200,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 544 | 1,71 | 84 | 3,75 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 219 719 | 16,40 | 11 915 | 18,72 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 729 | 209,55 | 636 | 216,42 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 194 706 | 1,30 | 10 740 | 5,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 15 433 | 837 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3 198 | 142,09 | 173 | 147,14 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 8 993 | 488 | ||||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 78 266 | 2,01 | 4 244 | 4,05 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 9 269 | 58,99 | 503 | 62,46 | ||||
| 2025-08-14 | 13F | Betterment LLC | 135 287 | 11,99 | 7 | 16,67 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 522 447 | 9,97 | 28 332 | 12,16 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16 425 | 8,82 | 891 | 10,97 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25 305 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 66 402 | 5,53 | 3 601 | 7,65 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 18 231 | 0,44 | 989 | 2,38 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4 263 | 1,19 | 231 | 3,13 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 113 244 | 9,66 | 6 141 | 11,86 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 32 238 | 22,89 | 1 748 | 25,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 22 706 | 270,29 | 1 231 | 277,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 383 | 129 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26 107 | 5,30 | 1 416 | 7,36 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 179 291 | 13,11 | 9 723 | 15,37 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 64 762 | 4,43 | 3 512 | 6,52 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19 868 | 2,69 | 1 077 | 4,77 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 9 111 | 494 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 164 186 | 48,22 | 8 904 | 51,18 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 655 | 90 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 22 901 | 3,71 | 1 237 | 5,64 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30 821 | 2,60 | 1 671 | 4,63 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 776 805 | 11,39 | 42 126 | 13,61 |
