Mga Batayang Estadistika
| Pemilik Institusional | 100 total, 100 long only, 0 short only, 0 long/short - change of 7.53% MRQ |
| Alokasi Portofolio Rata-rata | 1.2353 % - change of -0.77% MRQ |
| Saham Institusional (Jangka Panjang) | 12,237,165 (ex 13D/G) - change of 1.15MM shares 10.39% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 582,157 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF (US:DFGX) memiliki 100 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 12,237,165 saham. Pemegang saham terbesar meliputi Apella Capital, LLC, Planning Center, Inc., Hill Investment Group Partners, LLC, PrairieView Partners, LLC, United Wealth Management, LLC, Alpha Financial Advisors, LLC, Market Street Wealth Management Advisors Llc, HighTower Advisors, LLC, Verisail Partners, LLC, and Vestmark Advisory Solutions, Inc. .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF (NasdaqGM:DFGX) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 53.55 / share. Previously, on September 9, 2024, the share price was 54.00 / share. This represents a decline of 0.83% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19,799 | 45.75 | 1,056 | 48.94 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 36,079 | -16.74 | 1,925 | -14.97 | ||||
| 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 | ||||
| 2025-07-29 | 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 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 85 | 0.00 | 5 | 0.00 | ||||
| 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 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,656 | 195 | ||||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 11,363 | -9.44 | 606 | -7.48 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 10,968 | 82.01 | 585 | 86.31 | ||||
| 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 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4,901 | 0.00 | 262 | 1.95 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 7,300 | 0.00 | 390 | 2.10 | ||||
| 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 | ||||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 305,510 | 1.21 | 16,302 | 3.37 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4,758 | -1.53 | 254 | 0.40 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 162,842 | 6.20 | 8,689 | 8.45 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 94,561 | 5.57 | 5,046 | 7.80 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1,710 | 0.00 | 91 | 2.25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 79,983 | 5.64 | 4 | 33.33 | ||||
| 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 | Virtu Financial LLC | 4,468 | -57.59 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 473,893 | 19.12 | 25,287 | 21.65 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38,110 | 92.94 | 2,034 | 97.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 210,523 | -0.47 | 11,234 | 1.64 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11,931 | -12.17 | 637 | -10.30 | ||||
| 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 | HighTower Advisors, LLC | 406,391 | -3.14 | 21,685 | -1.08 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 7,916 | 18.65 | 422 | 21.26 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 24,000 | -42.38 | 24 | -98.94 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5,294 | 3.72 | 282 | 4.83 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 149,128 | -21.70 | 7,957 | -20.04 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 227,258 | 12,147 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 53,993 | -2.49 | 2,881 | -0.41 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 8,763 | 0.00 | 468 | 2.19 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 129 | 7 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 19,835 | 327.20 | 1,058 | 337.19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,417 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,347 | 1.76 | 232 | 3.59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 175 | -55.92 | 9 | -55.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 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 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12,631 | 153.84 | 1 | |||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 4,296 | 0.00 | 229 | 2.23 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 64,936 | 3,465 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9,997 | 1 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 19,010 | -53.78 | 1,014 | -52.79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5,498 | 293 | ||||||
| 2025-08-12 | 13F | BWM Planning, LLC | 17,628 | 0.00 | 941 | 2.06 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12,863 | 0.72 | 686 | 2.85 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1,587 | 0.00 | 85 | 2.44 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 15 | 0.00 | 1 | |||||
| 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 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 69,821 | 3,726 | ||||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 577,940 | -2.25 | 30,839 | -0.17 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 280,704 | 8.61 | 14,978 | 10.92 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 325 | 17 | ||||||
| 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 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 3,853 | -68.58 | 206 | -67.97 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5,586 | 0.00 | 298 | 2.41 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25,795 | 1 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 16,217 | 6.56 | 865 | 8.81 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 237,003 | -21.52 | 12,646 | -19.85 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 195,704 | -0.67 | 10,443 | 1.44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,887 | -85.64 | 474 | -85.33 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 0 | -100.00 | 0 | |||||
| 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 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 5,809 | 0.00 | 310 | 1.98 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 21,439 | -0.07 | 1,144 | 2.05 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 4,105 | 0.00 | 219 | 2.34 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 912,547 | 0.27 | 48,694 | 2.40 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 11,713 | -1.55 | 625 | 0.64 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 68,699 | -1.83 | 3,666 | 0.25 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 577,833 | 4.97 | 30,833 | 7.21 | ||||
| 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 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 6,971 | -20.90 | 373 | -19.13 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 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 | ||||
| 2025-04-25 | 13F | RCS Financial Planning, LLC | 0 | -100.00 | 0 | |||||
| 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 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 144,050 | -4.26 | 7,687 | -2.23 |
