Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF meliputi Assetmark, Inc, Park Avenue Securities Llc, Balanced Rock Investment Advisor, Envestnet Portfolio Solutions, Inc., Savant Capital, LLC, Legacy Capital Wealth Partners, LLC, MB Generational Wealth, LLC, Meritas Wealth Management, LLC, Farther Finance Advisors, LLC, dan Maseco Llp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Burk Holdings LLC | 15,619 | 16.98 | 653 | 16.19 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 78,517 | 1.26 | 3,283 | 0.52 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 222,731 | 6.36 | 9,312 | 5.60 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 104,458 | 1.64 | 4,367 | 0.92 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,626 | 68 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,107 | 130 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 765,886 | 6.47 | 32 | 6.67 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 61,488 | 27.90 | 2,571 | 26.98 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 39,773 | 1.01 | 1,663 | 0.24 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 38,116 | 49.09 | 1,594 | 48.05 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 9,408 | 2.60 | 393 | 5.93 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 31,111 | 8.16 | 1,301 | 7.35 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 19,798 | 146.83 | 828 | 145.40 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 10,920 | 2.30 | 460 | 6.25 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 6,268 | 603.48 | 0 | |||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 7,775 | 1.12 | 325 | 0.62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 26,199 | 0.88 | 1,095 | 1.20 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 37,743 | 0.40 | 1,575 | -0.57 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 18,951 | 23.19 | 792 | 22.41 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 130,432 | 5.65 | 5,447 | 4.47 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 199,579 | 6.58 | 8,344 | 5.82 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6,991 | 1.54 | 292 | 1.04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,550 | 169.84 | 106 | 171.79 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 64,038 | 15.11 | 2,677 | 16.90 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 167,513 | 0.88 | 6,979 | 1.07 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3,595 | 202.10 | 150 | 200.00 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 96,949 | 16.67 | 4,053 | 15.83 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 33,891 | 115.29 | 1,417 | 113.73 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 14,166 | 1.65 | 592 | 1.02 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7,102 | 297 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 40,917 | 3.16 | 1,711 | 2.40 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13,967 | 584 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 73,475 | 3,072 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 23,043 | 4.65 | 963 | 3.88 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 132,599 | 6.07 | 5,544 | 5.30 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,000 | 0.20 | 209 | -0.48 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,243 | 52.85 | 345 | 51.54 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 432,044 | 2.35 | 18,064 | 1.61 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 54,982 | 4.77 | 2,299 | 4.03 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 17,610 | 31,346.43 | 736 | -61.26 | ||||
| 2025-07-30 | 13F | Matson Money. Inc. | 3,573,335 | 0.01 | 149,401 | -0.77 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7,523 | 315 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 194,955 | 2.42 | 8,151 | 1.68 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 48,010 | 6.28 | 2,007 | 5.52 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 5,369 | 226 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 68,750 | 3 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 3,273 | 33.43 | 137 | 32.04 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 97 | 2.11 | 4 | 0.00 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 4,788 | 200 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 26,908 | 28.82 | 1,125 | 27.99 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 254,918 | 3.55 | 10,658 | 2.82 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 250,286 | 3.68 | 10 | 0.00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 19,416 | 8.50 | 812 | 7.70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21,008 | 138.84 | 878 | 137.30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 7,774 | 1.07 | 325 | 0.62 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 14,691 | 16.09 | 614 | 15.41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15,604 | 3.87 | 652 | 3.16 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 31,286 | 15.05 | 1,308 | 14.15 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 290,171 | 2.17 | 12,132 | 1.45 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9,692 | 405 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2,900 | 2,800.00 | 121 | 2,925.00 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 798,105 | 1.07 | 33,369 | 0.34 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 136,427 | 5.04 | 5,704 | 4.30 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 51,707 | 2,162 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 349,242 | 6.80 | 14,602 | 6.03 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 7,753 | 12.59 | 324 | 12.11 | ||||
| 2025-07-31 | 13F | City State Bank | 6,250 | 150.00 | 261 | 148.57 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 382,545 | 7.08 | 15,994 | 6.31 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 152,228 | 6.44 | 6,365 | 5.68 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 49,050 | 0.40 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 498,824 | 0.17 | 20,856 | -0.55 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 84,242 | 354.04 | 3,522 | 350.96 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 261,287 | 8.21 | 10,902 | 8.31 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 202,204 | 2.83 | 8,439 | 1.92 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 243,967 | 67.13 | 10,200 | 65.93 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 12,155 | 10.81 | 508 | 10.20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34,488 | 1.95 | 1,442 | 1.19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4,999 | 10.60 | 209 | 10.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,820 | 35.29 | 243 | 34.25 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 5,710 | 602.34 | 239 | 600.00 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 5,118 | 0.71 | 214 | -0.47 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 16,991 | 1.84 | 710 | 1.14 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 868,594 | 2.19 | 36,316 | 1.46 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,866 | 78 | ||||||
| 2025-07-11 | 13F | Scratch Capital Llc | 234,900 | 25.03 | 9,821 | 24.14 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 37,197 | 8.45 | 1,555 | 7.69 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 81,946 | 0.46 | 3,426 | -0.26 |
