Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional California Municipal Bond ETF meliputi Lodestar Private Asset Management Llc, Parkshore Wealth Management, Inc., Pathstone Holdings, LLC, Hurlow Wealth Management Group, Inc., Fermata Advisors, LLC, Regatta Capital Group, Llc, Gradient Capital Advisors, LLC, Kaizen Financial Strategies, Retirement Planning Group, Mariner, LLC, dan SOUTH STATE Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 7,174 | 11.26 | 354 | 8.62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 66,137 | 0.62 | 3,261 | 0.03 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50,415 | 73.31 | 2,484 | 72.26 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 13,850 | 167.89 | 683 | 166.41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 505 | 0.80 | 25 | 0.00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 54,090 | 30.68 | 2,666 | 29.87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,740,194 | 7.15 | 233,597 | 6.46 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 6,589 | 325 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5,446 | 268 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13,909 | 703.99 | 685 | 705.88 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 691,179 | 7.65 | 34,061 | 6.95 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 16,057 | 791 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 6,130 | 302 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 35,336 | 0.76 | 1,741 | 0.12 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 39,198 | 0.23 | 1,932 | -0.41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 23,598 | 108.85 | 1,163 | 107.50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 844,422 | 6.00 | 41,613 | 5.31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15,050 | 223.66 | 742 | 222.17 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,478,533 | 6.59 | 220,702 | 5.91 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,003 | 99.70 | 99 | 100.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 54,671 | 3.80 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 17,704 | 872 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 17,705 | 873 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 18,879 | 10.35 | 930 | 9.67 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11,971 | 96.60 | 1 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 33,291 | 30.36 | 1,641 | 29.54 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5,386 | 265 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3,380 | 0.75 | 167 | 0.00 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 4,710 | 232 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5,227 | 2.69 | 258 | 1.98 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 315 | 16 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 6,561 | 323 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 4,430 | 218 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 97,140 | 234.98 | 4,787 | 232.89 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4,522 | 223 |
