DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF - Kepemilikan Institusional - Penjual

Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
US ˙ ARCA ˙ US25434V8643

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 Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-07-18 13F Client 1st Advisory Group, Llc 285,866 -1.52 13,724 -0.51
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 72,088 -3.99 3,461 -2.34
2025-07-28 13F RCS Financial Planning, LLC 162,919 -11.85 7,822 -10.94
2025-07-31 13F Cardinal Point Capital Management, ULC 0 -100.00 0
2025-07-17 13F Sterling Wealth Advisors Inc 518,413 -1.26 24,842 -0.42
2025-08-07 13F Samalin Investment Counsel, LLC 27,835 -15.20 1,336 -14.30
2025-08-07 13F Tillman Hartley LLC 272,942 -1.22 13,104 -0.21
2025-07-25 13F Index Fund Advisors, Inc. 27,539 -2.82 1,322 -1.78
2025-07-23 13F Elevate Wealth Advisory, Inc 14,867 -2.98 714 -2.06
2025-05-07 13F WMS Partners, LLC 0 -100.00 0
2025-08-07 13F Allworth Financial LP 189,225 -33.27 9,085 -32.57
2025-05-02 13F Whittier Trust Co Of Nevada Inc 0 -100.00 0
2025-07-11 13F Wolfstich Capital, LLC 0 -100.00 0
2025-07-16 13F Gradient Capital Advisors, LLC 204,171 -1.65 9,802 -0.64
2025-08-11 13F WPWealth LLP 1,024,444 -4.19 49,184 -3.21
2025-07-17 13F Applied Capital LLC 24,857 -9.13 1,193 -8.16
2025-08-08 13F Tortoise Investment Management, LLC 110,298 -23.71 5,295 -22.93
2025-07-23 13F Pillar Financial Advisors, LLC 43,087 -2.20 2,069 -1.19
2025-04-09 13F Pioneer Wealth Management Group 0 -100.00 0
2025-08-13 13F Renaissance Technologies Llc 212,121 -42.03 10,184 -41.43
2025-08-05 13F Bank Of Montreal /can/ 0 -100.00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-08-14 13F Old Mission Capital Llc 0 -100.00 0
2025-05-13 13F Francis Financial, Inc. 0 -100.00 0
2025-08-14 13F Safeguard Investment Advisory Group, LLC 33,431 -0.06 1,605 1.01
2025-08-15 13F CI Private Wealth, LLC 96,715 -34.59 4,643 -33.92
2025-08-06 13F Aspect Partners, LLC 0 -100.00 0
2025-07-14 13F Maryland Capital Advisors Inc. 53,835 -0.01 2,585 1.02
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-07-29 13F Two West Capital Advisors LLC 13,500 -24.24 647 -23.00
2025-08-14 13F Warren Averett Asset Management, LLC 290,834 -4.36 13,963 -3.38
2025-08-14 13F Mercer Global Advisors Inc /adv 139,889 -54.08 6,716 -53.60
2025-08-26 13F Nautilus Advisors LLC 16,275 -14.24 781 -13.32
2025-07-31 13F Aspen Capital Management, LLC 0 -100.00 0
2025-08-14 13F Royal Bank Of Canada 314,651 -24.23 15,106 -23.45
2025-07-28 13F Dixon Fnancial Services, Inc. 9,688 -2.74 465 -1.69
2025-08-11 13F Beta Wealth Group, Inc. 28,860 -66.95 1,386 -66.62
2025-08-11 13F HighTower Advisors, LLC 1,702,184 -3.85 81,722 -2.85
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc 78,326 -44.40 3,760 -43.83
2025-05-12 13F Hantz Financial Services, Inc. 0 -100.00 0
2025-07-17 13F Mattern Wealth Management LLC 554,448 -4.32 26,619 -3.33
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 42,265 -25.08 2,029 -24.29
2025-08-01 13F Brookwood Investment Group LLC 5,625 -52.11 270 -51.61
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 85,709 -0.34 4,115 0.69
2025-08-14 13F Beaird Harris Wealth Management, LLC 2,581,436 -2.05 123,935 -1.04
2025-07-16 13F Tassel Capital Management, Inc. 21,622 -46.69 1,038 -46.13
2025-07-17 13F Oakworth Capital, Inc. 2,714 -9.44 130 -8.45
2025-08-11 13F CFS Investment Advisory Services, LLC 140,038 -1.05 7 0.00
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 13,411 -4.92 644 -4.03
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-04-11 13F Foster Group, Inc. 0 -100.00 0
2025-08-06 13F Ethos Financial Group, LLC 15,698 -22.47 754 -20.65
2025-07-28 13F Morris Financial Concepts, Inc. 29,800 -2.07 1,431 -1.11
2025-07-31 13F Orion Capital Management LLC 415 -20.50 20 -20.83
2025-07-31 13F City State Bank 140,441 -2.23 6,743 -1.22
2025-08-08 13F SageOak Financial, LLC 353,618 -6.44 16,977 -5.47
2025-08-13 13F American Investment Services, Inc. 37,340 -2.33 1,793 -1.32
2025-08-12 13F SRS Capital Advisors, Inc. 4,955 -12.52 238 -11.90
2025-05-12 13F Fmr Llc 0 -100.00 0
2025-07-16 13F Spinnaker Investment Group, LLC 0 -100.00 0
2025-04-18 13F Global Trust Asset Management, LLC 0 -100.00 0
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-08-14 13F Betterment LLC 212,187 -2.99 10 0.00
2025-05-13 13F UBS Group AG 0 -100.00 0
2025-07-21 13F Onyx Financial Advisors, LLC 340,839 -2.27 16,364 -1.26
2025-07-30 13F Forum Financial Management, LP 16,432 -29.98 789 -29.33
2025-07-31 13F Core Wealth Management, Inc. 13,299 -23.29 638 -22.48
2025-08-14 13F Hilltop Holdings Inc. 0 -100.00 0
2025-08-07 13F PFG Advisors 25,425 -25.41 1,221 -24.64
2025-07-03 13F Lam Group, Inc. 7,855 -0.25 377 0.80
2025-08-07 13F Lakeridge Wealth Management LLC 108,856 -0.62 5,226 0.40
2025-07-17 13F HB Wealth Management, LLC 8,754 -7.43 420 -6.46
2025-07-30 13F DecisionMap Wealth Management, LLC 28,936 -7.93 1,389 -6.97
2025-07-11 13F Kaufman Rossin Wealth, LLC 32,274 -3.31 1,549 -2.33
2025-07-22 13F USAdvisors Wealth Management, LLC 17,886 -2.77 1
2025-07-16 13F TCI Wealth Advisors, Inc. 54,106 -4.13 2,598 -3.13
2025-07-08 13F Peirce Capital Management, LLC 164,954 -4.47 7,919 -3.49
2025-07-29 13F Grunden Financial Advisory, Inc. 498,093 -0.13 23,913 0.90
2025-08-08 13F Sittner & Nelson, Llc 0 -100.00 0
2025-07-30 13F Rehmann Capital Advisory Group 25,869 -1.70 1,242 -0.72
2025-08-14 13F Raymond James Financial Inc 35,989 -27.81 1,728 -27.07
2025-05-12 13F Savvy Advisors, Inc. 0 -100.00 0
2025-08-13 13F Cerity Partners LLC 0 -100.00 0
2025-08-14 13F Pinnacle Family Advisors, LLC 10,121 -6.43 486 -5.46
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 46,787 -9.36 2,244 -8.48
2025-07-17 13F DiNuzzo Private Wealth, Inc. 1,898,104 -2.73 91,128 -1.73
2025-07-11 13F Rockwood Wealth Management, LLC 48,103 -3.25 2,309 -2.24
2025-07-22 13F Simplicity Wealth,LLC 11,549 -90.07 554 -89.97
2025-07-15 13F Hippocratic Financial Advisors, LLC 62,336 -88.13 2,993 -88.01
2025-08-14 13F Acorn Wealth Advisors, LLC 72,832 -1.98 3,497 -0.96
2025-05-13 13F Intrepid Financial Planning Group LLC 0 -100.00 0
2025-07-15 13F Kraft Asset Management, Llc 17,866 -14.37 858 -13.52
2025-07-28 13F RFG Advisory, LLC 75,782 -21.79 3,638 -20.98
2025-08-12 13F Jpmorgan Chase & Co 25,024 -4.84 1,201 -3.84
2025-08-15 13F Morgan Stanley 42 -86.36 2 -85.71
2025-07-16 13F Kooman & Associates 118,755 -5.12 5,701 -4.14
2025-08-13 13F Millstone Evans Group, LLC 6,843 -69.40 329 -69.11
2025-07-16 13F Plancorp, LLC 5,924 -11.21 284 -10.41
2025-08-14 13F Planwiser Financial, Llc 0 -100.00 0
2025-08-04 13F Integrity Alliance, Llc. 425,410 -4.74 20,424 -3.76
2025-08-13 13F GeoWealth Management, LLC 1,665 -79.21 80 -79.21
2025-07-24 13F IFP Advisors, Inc 43,005 -83.88 2,065 -83.72
2025-08-13 13F Flow Traders U.s. Llc 21,094 -28.53 1 0.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 346,699 -1.19 16,644 -0.18
2025-05-06 13F Journey Strategic Wealth Llc 0 -100.00 0
2025-05-05 13F Hazlett, Burt & Watson, Inc. 0 -100.00 0
2025-07-14 13F Narus Financial Partners, LLC 53,730 -4.22 2,580 -3.23
2025-07-23 13F Abel Hall, LLC 6,145 -6.11 295 -5.14
2025-05-09 13F TD Waterhouse Canada Inc. 0 -100.00 0 -100.00
2025-07-18 13F Bridge Generations Wealth Management Llc 53 -66.03 3 -71.43
2025-07-09 13F Archer Investment Management, LLC 0 -100.00 0
2025-08-14 13F Diversify Wealth Management, Llc 82,363 -2.19 3,967 -1.24
2025-07-10 13F Shira Ridge Wealth Management 167,760 -5.00 8,054 -4.02
2025-07-24 13F FinDec Wealth Services, Inc. 7,925 -48.29 380 -47.80
2025-07-02 13F Helen Stephens Group, LLC 0 -100.00 0
2025-07-25 13F Cwm, Llc 5,395 -14.08 0
2025-07-10 13F Stewardship Advisors, LLC 12,183 -1.15 585 -0.17
2025-08-11 13F Cornerstone Planning Group LLC 0 -100.00 0
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100.00 0
2025-07-23 13F Austin Asset Management Co Inc 8,490 -15.23 408 -14.32
2025-08-13 13F Forthright Family Wealth Advisory LLC 15,926 -0.20 765 0.79
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 26,618 -36.15 1,277 -35.59
2025-08-13 13F Solutions 4 Wealth, Ltd 41,123 -1.54 1,974 -0.50
2025-08-14 13F Main Street Financial Solutions, LLC 6,665 -5.62 320 -4.78
2025-07-22 13F Sutton Place Investors Llc 38,544 -4.04 1,850 -3.04
2025-07-10 13F White Wing Wealth Management 90,129 -5.39 4,327 -4.42
2025-04-30 13F Brown Advisory Inc 0 -100.00 0 -100.00
2025-07-16 13F Squire Investment Management Company, LLC 105,288 -1.68 5,055 -0.67
2025-07-16 13F Tru Independence Asset Management 2, Llc 134,581 -10.46 6,461 -9.54
2025-08-11 13F Keyes, Stange & Wooten Wealth Management, LLC 502,666 -1.09 24,133 -0.07
2025-07-25 13F Atria Wealth Solutions, Inc. 14,079 -35.67 676 -35.03
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