Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional National Municipal Bond ETF meliputi Sentinel Wealth Management, Inc., Forza Wealth Management, LLC, Tillman Hartley LLC, Concord Asset Management, LLC/VA, Sei Investments Co, Thrivent Financial For Lutherans, Fundamentun, Llc, EverSource Wealth Advisors, LLC, Meridian Wealth Management, LLC, Legacy Capital Wealth Partners, LLC, Cetera Investment Advisers, Kwmg, Llc, Midwest Trust Co, Level Financial Advisors, Inc., Equitable Holdings, Inc., Hanover Advisors Inc, Raymond James Financial Inc, dan Smartleaf Asset Management LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 185,768 | 1.61 | 8,811 | 1.31 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 8,455 | 7.04 | 401 | 6.93 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 7,871 | 51.37 | 373 | 51.01 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 472,297 | 37.42 | 22,401 | 37.02 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 509,241 | 4.13 | 24,153 | 3.83 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28,171 | 4.58 | 1,336 | 4.29 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 234,555 | 1,713.34 | 11,125 | 1,708.78 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 40,051 | 2.76 | 1,900 | 2.43 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 18,086 | 3.22 | 858 | 2.88 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 5,775 | 274 | ||||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 53,681 | 2,546 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11,233 | 160.02 | 532 | 159.51 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 227,907 | 11.40 | 10,811 | 10.83 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 21,011 | 21.88 | 997 | 21.46 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 20,480 | 14.19 | 971 | 13.83 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 107,077 | 5 | ||||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 73,321 | 8.29 | 3,478 | 7.98 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 27,357 | 29.11 | 1,298 | 28.80 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 21,030 | 10.19 | 997 | 9.92 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,063 | 68.68 | 98 | 67.24 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10,556 | 0.74 | 501 | 0.40 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33,685 | 1.13 | 1,598 | 0.82 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 10,594 | 25.67 | 502 | 25.19 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8,326 | 395 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 6,197 | 0.73 | 294 | 0.34 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 156,680 | 291.37 | 7,431 | 290.28 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 65,171 | 1,187.71 | 3 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 38,351 | 98.99 | 1,819 | 98.58 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,423 | 1.48 | 352 | 1.44 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 20,202 | 6.18 | 958 | 5.86 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 38,427 | 6.28 | 1,823 | 5.99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 80,670 | 7.86 | 3,826 | 7.56 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 5,579 | 0.16 | 265 | 0.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 311 | 0.65 | 15 | 0.00 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 156,384 | 57.83 | 7,417 | 57.37 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 38,041 | 0.35 | 1,806 | -0.11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 399,622 | 32.61 | 18,954 | 32.22 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 578,554 | 5.20 | 27,441 | 4.88 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24,099 | 2.82 | 1,143 | 2.60 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 17,674 | 74.47 | 838 | 74.22 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 42,496 | 5.45 | 2 | 100.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 781,593 | 4.96 | 37,071 | 4.65 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 553,864 | 75.64 | 26,270 | 75.13 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 821,988 | 2.36 | 38,987 | 2.05 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 75,876 | 8.72 | 3,599 | 8.41 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1,940 | 11.24 | 92 | 12.20 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 60,980 | 1.19 | 2,892 | 0.91 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 370,076 | 1.48 | 17,553 | 1.19 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14,483 | 0.81 | 687 | 0.44 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 16,593 | 8.75 | 787 | 8.41 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 9,475 | 449 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 347,452 | 4,541.36 | 16,480 | 4,528.93 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 37,774 | 1,792 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 10,682 | 1.48 | 507 | 1.20 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 39,624 | 316.48 | 1,880 | 314.79 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 7,710 | 366 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 782,727 | 1.95 | 37,125 | 1.65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,370 | 255 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5,267 | 250 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 23,903 | 4.76 | 1,134 | 5.49 | ||||
| 2025-08-14 | 13F | Betterment LLC | 22,393 | 91.39 | 1 | |||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 10,288 | 16.22 | 488 | 15.68 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5,921 | 1.06 | 281 | 0.72 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 589,215 | 0.70 | 28 | 0.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8,840 | 3.50 | 419 | 2.70 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 119,012 | 24.44 | 5,645 | 24.07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 114 | 5 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 7,377 | 43.08 | 350 | 42.45 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 9,043 | 2.40 | 429 | 1.90 | ||||
| 2025-07-21 | 13F | 25 Llc | 58,120 | 48.08 | 2,757 | 47.62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8,076 | 383 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7,573 | 1,571.74 | 359 | 1,609.52 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 66,155 | 187.71 | 3,138 | 187.01 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 50,665 | 0.45 | 2,403 | 0.17 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 7,935 | 38.36 | 376 | 38.24 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 7,775 | 19.80 | 369 | 19.48 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 478 | 0.63 | 23 | 0.00 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 64,040 | 0.30 | 3,037 | 0.00 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 27,888 | 0.07 | 1,323 | -0.23 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 1,503,402 | 36.13 | 71,306 | 35.73 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9,075 | 430 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,269 | 202 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 54,775 | 12.04 | 2,598 | 11.70 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 10,993 | 0.74 | 521 | 0.39 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 27,861 | 156.55 | 1,321 | 156.01 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 51,377 | 24.18 | 2,437 | 23.78 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 11,168 | 27.43 | 530 | 27.16 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 14,553 | 61.20 | 690 | 60.84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13,523 | 75.37 | 641 | 75.14 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 107,625 | 7.93 | 5,105 | 7.61 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 23,448 | 3,762.93 | 1,112 | 3,871.43 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5,729 | 6.98 | 271 | 7.54 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 37,726 | 293.80 | 1,789 | 293.19 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 164,192 | 158.62 | 7,788 | 157.85 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 22,300 | 1,058 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 94,002 | 10.87 | 4,463 | 11.99 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 9,168 | 41.81 | 435 | 41.37 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 22,204 | 131.05 | 1 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,090,487 | 4.42 | 99,152 | 4.12 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 793,418 | 6.00 | 37,632 | 5.70 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1,460 | 40.38 | 69 | 40.82 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8,493 | 403 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10,631 | 1,214.09 | 504 | 1,226.32 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 6,622 | 1.96 | 314 | 1.95 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 90,000 | 4,269 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 27,861 | 1,321 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 35,837 | 89.04 | 1,700 | 88.57 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7,264 | 345 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 22,814 | 1.87 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 31,047 | 2.21 | 1,473 | 1.94 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 187,521 | 2.09 | 8,894 | 1.80 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 69,632 | 51.26 | 3,303 | 50.85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,147 | 19.35 | 54 | 20.00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 5,945 | 0.46 | 282 | 0.00 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 6,252 | 19.34 | 297 | 18.88 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 35,968 | 4.29 | 1,706 | 3.96 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 9,057 | 2.27 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 43,070 | 2.24 | 2,043 | 1.95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11,698 | 0.74 | 1 | |||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 12,554 | 113.87 | 595 | 112.50 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 119,085 | 53.90 | 5,648 | 53.48 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 22,638 | 2.51 | 1,074 | 3.27 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 44,840 | 2.50 | 2,127 | 2.21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 133,499 | 1.77 | 6,336 | 1.52 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 19,756 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14,538 | 18.24 | 1 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 10,007 | 122.28 | 475 | 121.50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7,504 | 10.05 | 356 | 9.57 |
