Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF meliputi Maseco Llp, Triune Financial Partners, LLC, Premier Financial Group, Mml Investors Services, Llc, Vista Capital Partners, Inc., Sellwood Investment Partners LLC, Fundamentun, Llc, First Affirmative Financial Network, Aqr Capital Management Llc, Brown Advisory Inc, Astra Wealth Partners LLC, Perigon Wealth Management, LLC, McGlone Suttner Wealth Management, Inc., Morton Capital Management LLC/CA, Quadcap Wealth Management, LLC, Alpha Financial Advisors, LLC, Gemmer Asset Management LLC, HTG Investment Advisors, Inc., PBMares Wealth Management LLC, dan BWM Planning, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 2,399,411 | 5.22 | 94,177 | 15.32 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 195,108 | 40.81 | 7,658 | 54.34 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 111,007 | 69.51 | 4,357 | 85.80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 34,298 | 150.13 | 1,346 | 174.13 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 92,392 | 0.09 | 3,626 | 9.71 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 7,313 | 287 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 61,734 | 6.45 | 2,423 | 16.71 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2,812 | 6.56 | 110 | 17.02 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 84,148 | 7.06 | 3,303 | 17.34 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 46,535 | 0.26 | 1,826 | 9.87 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 92,208 | 14.66 | 3,619 | 25.70 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 21,851 | 11.66 | 858 | 22.43 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 45,256 | 1,776 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,768 | 0.03 | 266 | 9.50 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 17,776 | 0.42 | 698 | 10.11 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 5,732 | 225 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 28,863 | 0.03 | 1,133 | 9.58 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 46,689 | 4.04 | 1,886 | 28.84 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7,199 | 14.52 | 283 | 25.33 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 27,907 | 260.79 | 1,095 | 296.74 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 6,451 | 1.11 | 253 | 10.96 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 200,646 | 41.88 | 7,875 | 55.51 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 7,293 | 286 | ||||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 8,298 | 11.64 | 326 | 22.18 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 62,364 | 84.01 | 2,448 | 101.73 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 29,545 | 1.48 | 1,160 | 11.23 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 8,780 | 35.98 | 0 | |||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 194,238 | 11.64 | 7,624 | 22.36 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28,352 | 0.51 | 1,113 | 10.10 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 28,675 | 86.71 | 1,125 | 104.92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 26,038 | 14.07 | 1,030 | 34.69 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7,991 | 10.91 | 321 | 24.03 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 39,577 | 9.36 | 1,553 | 19.83 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 13,518 | 9.64 | 531 | 20.18 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 204,423 | 7.16 | 8,024 | 17.45 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 702,809 | 6.23 | 27,585 | 16.43 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,868 | 73 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 138 | 5 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6,767 | 5.08 | 266 | 15.22 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 122,529 | 8.55 | 4,809 | 19.01 | ||||
| 2025-07-16 | 13F | Jentner Corp | 52,231 | 5.78 | 2,050 | 15.95 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12,788 | 45.29 | 502 | 59.05 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1,282 | 0.23 | 50 | 11.11 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 15,442 | 553 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 10,957 | 0.25 | 430 | 9.97 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 8,522 | 9.71 | 334 | 20.14 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 33,826 | 11.77 | 1,328 | 22.53 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 5,868 | 230 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 51,498 | 12.76 | 2,021 | 23.61 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 79,479 | 19.57 | 3,120 | 31.05 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1,234,428 | 26.97 | 48,451 | 39.17 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,553 | 0.25 | 375 | 9.68 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 78,949 | 56.17 | 3,099 | 71.16 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 13,773 | 0.78 | 541 | 10.43 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 191,470 | 50.94 | 7,515 | 65.46 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 11,627 | 3.29 | 456 | 13.15 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3,255 | 48.02 | 128 | 62.82 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,837,409 | 72,238 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 29,542 | 4.33 | 1,160 | 14.30 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 32,604 | 1,280 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 5,699 | 1.86 | 224 | 11.50 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 134,521 | 14.56 | 5,280 | 25.54 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 22,790 | 2.07 | 895 | 11.89 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 40,239 | 3.96 | 1,579 | 13.92 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 17,347 | 0.80 | 681 | 10.39 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 416,004 | 4.98 | 16,328 | 15.08 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 217,472 | 9.45 | 8,621 | 25.00 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 5,443,674 | 0.33 | 213,664 | 9.97 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 5,673 | 0.14 | 223 | 9.90 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 82,616 | 5.03 | 3 | 50.00 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 206,613 | 8,157 | ||||||
| 2025-08-12 | 13F | BWM Planning, LLC | 5,477 | 215 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8,374 | 329 | ||||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 23,324 | 0.95 | 915 | 10.64 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 80,014 | 55.68 | 3,141 | 70.65 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 207,386 | 6.01 | 8,140 | 16.19 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 7,148 | 281 | ||||||
| 2025-07-18 | 13F | Citrine Capital LLC | 1,083,004 | 8.97 | 42,508 | 19.44 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 7,715 | 303 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,473 | 18.41 | 58 | 31.82 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2,785 | 0.43 | 109 | 3.81 | ||||
| 2025-08-14 | 13F | Betterment LLC | 162,302 | 48.74 | 6 | 100.00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 5,782 | 1.71 | 227 | 11.33 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 13,907 | 4.50 | 546 | 14.50 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 15,797 | 0.06 | 620 | 9.73 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 4,688 | 117,100.00 | 184 | -1.60 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 52,000 | 1.75 | 2,041 | 11.53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,677 | 1,557 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5,216 | 205 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 34,385 | 1.23 | 1,350 | 10.94 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 38,736 | 1,520 | ||||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 90,477 | 144.45 | 3,240 | 23,035.71 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 12,909 | 85.37 | 507 | 103.21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 89,602 | 18.84 | 3,517 | 30.27 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 41,262 | 7.37 | 1,620 | 17.66 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,973 | 0.14 | 431 | 9.69 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,581 | 62 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 6,784 | 2.37 | 266 | 12.24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 31,741 | 61.15 | 1,246 | 76.60 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 116,060 | 40.48 | 4,555 | 53.99 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 11,379 | 54.99 | 447 | 70.23 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 8,394 | 0.25 | 335 | 12.08 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 59,342 | 0.03 | 2,329 | 9.65 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 279,197 | 10,958 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,517 | 295 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 52,428 | 2.64 | 2,058 | 12.47 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 266,092 | 76.65 | 10,444 | 93.62 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 11,670 | 8.04 | 458 | 18.65 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11,006 | 432 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 43,007 | 2.17 | 1,688 | 12.01 | ||||
| 2025-08-08 | 13F | Creative Planning | 16,537 | 1.79 | 649 | 11.70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5,271 | 207 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 3,292 | 0.24 | 129 | 10.26 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 339,438 | 7.51 | 13,323 | 17.83 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 5,626 | 0.25 | 0 | |||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 9,559 | 8.74 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54,328 | 2 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 73,461 | 2,998 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,050 | 2.65 | 80 | 12.68 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 25,903 | 4.57 | 1,017 | 14.54 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 3,514 | 2.78 | 138 | 12.30 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 6,671 | 262 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39,725 | 330.72 | 2 | |||||
| 2025-08-13 | 13F | RW Investment Management LLC | 37,122 | 2.08 | 1,457 | 11.90 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 45,577 | 151.32 | 2 | |||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 6,567 | 1.97 | 258 | 11.74 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 7,162 | 173.57 | 281 | 202.15 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,824,110 | 50.06 | 71,596 | 64.48 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 59,857 | 0.50 | 2,349 | 10.18 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 300 | 12 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 145,904 | 2,698.31 | 5,727 | 2,978.49 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 426 | 0.24 | 17 | 6.67 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 121,006 | 26.44 | 4,749 | 38.58 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 27,921 | 8.26 | 1,096 | 18.63 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 23,297 | 10.43 | 914 | 21.06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14,191 | 60.80 | 557 | 75.95 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 25,974 | 4.02 | 1 | |||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 17,833 | 22.01 | 700 | 33.65 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 168,099 | 12.53 | 6,598 | 23.33 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 5,775 | 227 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 7,861 | 5.16 | 0 |
