Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF meliputi Summit Wealth Group Llc / Co, M Holdings Securities, Inc., Orion Portfolio Solutions, LLC, TAGStone Capital, Inc., Cowa, Llc, Great Valley Advisor Group, Inc., Skopos Labs, Inc., Jones Financial Companies Lllp, Wells Fargo & Company/mn, Raymond James Financial Inc, Total Investment Management Inc, dan Ritter Daniher Financial Advisory LLC / DE .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | Hm Payson & Co | 33,892 | 1.10 | 855 | 3.02 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 56,467 | 5.78 | 1,582 | 17.46 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 95,802 | 8.31 | 2,682 | 20.27 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 874 | 24 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 86 | 2 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 42,620 | 5.45 | 1,193 | 17.08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 49,972 | 8.76 | 1,399 | 20.81 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 11,273 | 20.76 | 316 | 34.04 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13,246 | 2.13 | 371 | 13.15 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 10,471 | 0.03 | 294 | 10.53 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,176 | 61 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,040 | 29 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33,252 | 2.94 | 931 | 14.37 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 1,271,042 | 0.61 | 35,589 | 11.70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7,387 | 207 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 795 | 22 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,402 | 74.28 | 95 | 93.88 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 449,820 | 107.23 | 12,595 | 130.07 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 59,352 | 1,662 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 136,103 | 1.13 | 3,944 | 13.53 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 11,272 | 7.30 | 316 | 19.32 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 19,399 | 1.02 | 556 | 19.61 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 11,073 | 13.17 | 310 | 26.02 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 12,313 | 0.57 | 345 | 11.69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8,792 | 25.60 | 246 | 39.77 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 162,045 | 2.82 | 4,537 | 14.17 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 139,655 | 6.10 | 3,910 | 17.81 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 30,171 | 1 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3,051 | 85 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 235,741 | 3.40 | 6,601 | 14.80 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 49,520 | 20.60 | 1,387 | 33.91 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 68,955 | 76.59 | 2 | |||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 86,939 | 1.61 | 2,434 | 12.84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 104,017 | 0.09 | 2,912 | 11.15 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 8,579 | 0.86 | 240 | 14.29 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31,572 | 0.74 | 884 | 11.90 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7,359 | 24.18 | 206 | 38.26 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 48,234 | 449.55 | 1,351 | 510.86 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 14,178 | 14.89 | 397 | 27.33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8,777 | 221 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 29,651 | 830 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 8,621 | 248 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,804 | 12.20 | 471 | 24.67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 125,465 | 37.59 | 3,513 | 52.81 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 162,462 | 5.50 | 4,549 | 17.13 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 19,853 | 36.06 | 556 | 51.23 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 10,963 | 307 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 40,815 | 0.52 | 1,143 | 11.63 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 6 | 0 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 13,459 | 22.61 | 377 | 36.23 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 7,909 | 221 | ||||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 267,984 | 2.88 | 8 | 16.67 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23,989 | 17.52 | 672 | 30.54 |
