AFNIX Kepemilikan Institusional, Penjual - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class I

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File	Sumber	Investor	Saham	Δ Saham (%)	Dilaporkan Nilai ($1000)	Nilai Δ (%)
2025-07-11	13F	Diversified Trust Co	30,983	-12.17	1,275	-2.82
2025-07-17	13F	Vermillion Wealth Management, Inc.	0	-100.00	0
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Dimensional 2015 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	56,048	-8.47	2,071	-15.61
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Equity Managed Volatility Fund Standard Class	8,665,200	-4.56	356,660	5.60
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Dimensional 2025 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	299,436	-2.47	11,064	-10.06
2025-03-26	NP	Dfa Investment Dimensions Group Inc - Dimensional 2010 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	24,429	-8.22	979	-2.88
2025-08-28	NP	Aspiriant Risk-managed Capital Appreciation Fund	364,559	-17.03	13,347	-8.91
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Dimensional 2020 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	157,437	-1.31	5,817	-8.98
2025-08-14	13F	Kelly Lawrence W & Associates Inc/ca	0	-100.00	0
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Dimensional 2030 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	605,531	-3.38	22,374	-10.90
2025-07-29	NP	FMUEX - Free Market U.S. Equity Fund Institutional Class	6,430,468	-70.39	252,524	-63.11
2025-06-26	NP	DFARX - Dimensional 2070 Target Date Retirement Income Fund Institutional Class	86	-3.37	3	0.00
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Dimensional 2040 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,203,371	-0.15	44,465	-7.93

AFNIX / Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class I - Kepemilikan Institusional - Penjual

Kepemilikan Institusional dan Dana - Penjual