Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF, to m.in Mercer Global Advisors Inc /adv, SB Capital Management Inc, Merit Financial Group, LLC, Ubs Asset Management Americas Inc, CSP Financial Group, LLC, Mariner, LLC, AA Financial Advisors, LLC, Cerity Partners LLC, E-Wealth Partners, LLC, Creative Planning, Everest Management Corp., Triad Wealth Partners, LLC, Ausdal Financial Partners, Inc., Pasadena Private Wealth, LLC, EverSource Wealth Advisors, LLC, Ashton Thomas Private Wealth, LLC, Golden State Equity Partners, Topsail Wealth Management, LLC, Archer Investment Corp, i Fifth Third Bancorp .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 8 682 | 0,15 | 293 | 5,02 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 14 117 | 0,50 | 455 | 6,06 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1 173 | 40 | ||||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 25 886 | 245,24 | 875 | 262,66 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 15 413 | 22,43 | 1 | |||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 46 135 | 6,49 | 1 559 | 11,52 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 907 245 | 0,92 | 30 656 | 5,74 | ||||
| 2026-05-12 | 13F | Creative Planning | 10 794 | 365 | ||||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 81 055 | 42,27 | 2 739 | 49,05 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 448 | 15 | ||||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 58 722 | 1,63 | 1 894 | 6,29 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 8 989 | 0,12 | 304 | 4,84 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 40 855 | 6,10 | 1 381 | 11,20 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 162 | 549,16 | 39 | 680,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8 844 | 36,02 | 299 | 42,58 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 61 692 | 47,69 | 2 085 | 48,12 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 133 045 | 1,37 | 4 496 | 6,21 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 64 167 | 6,58 | 2 168 | 11,70 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 144 064 | 4,14 | 4 868 | 9,10 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 846 | 29 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 91 621 | 59,78 | 3 096 | 67,39 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 362 | 0,28 | 12 | 9,09 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 83 864 | 18,45 | 2 834 | 24,09 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 12 429 | 0,12 | 420 | 4,75 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 7 345 | 32,15 | 248 | 38,55 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 12 570 | 405 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 6 932 | 234 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 6 102 | 206 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7 401 | 16,97 | 250 | 22,55 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 17 879 | 69,29 | 729 | 93,10 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 9 577 | 49,59 | 324 | 56,80 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 6 124 | 207 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 60 187 | 3,36 | 2 | 100,00 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 30 211 | 1 021 | ||||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 24 899 | 0,66 | 841 | 5,52 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 13 700 | 0,34 | 463 | 5,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 249 | 8 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 7 711 | 9,28 | 261 | 14,54 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 56 218 | 1 900 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 8 780 | 2,44 | 297 | 7,25 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 53 872 | 1 820 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 167 542 | 10,17 | 5 661 | 15,44 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 44 726 | 1 511 | ||||||
| 2026-04-28 | 13F | Schubert & Co | 51 891 | 8,81 | 1 753 | 13,98 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 6 117 | 0,38 | 207 | 5,10 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 514 | 0,19 | 17 | 6,25 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 238 173 | 3,48 | 8 048 | 8,42 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 117 | 4 | ||||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 23 771 | 2,28 | 803 | 7,21 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 61 008 | 72,04 | 2 061 | 80,31 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 3 465 | 117 | ||||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 29 606 | 8,30 | 1 000 | 13,51 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 144 | 5 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 90 499 | 71,14 | 3 058 | 79,30 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 137 337 | 0,29 | 5 285 | 10,96 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 1 491 | 10,77 | 50 | 16,28 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 29 581 | 18,47 | 1 000 | 24,10 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 68 392 | 67,47 | 2 311 | 75,40 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 115 | 4 | ||||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 171 484 | 1,77 | 5 794 | 6,62 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 3 356 | 69,15 | 108 | 125,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 32 295 | 1 091 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 15 912 | 538 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 43 152 | 27,32 | 1 458 | 33,39 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 413 | 1,23 | 14 | 0,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 75 419 | 2 548 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 11 428 | 857,12 | 386 | 915,79 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 26 571 | 5,30 | 898 | 10,33 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 13 349 | 9,12 | 430 | 15,28 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1 847 | 0,16 | 62 | 5,08 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 78 721 | 17,82 | 2 676 | 21,43 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 592 008 | 1,53 | 20 004 | 6,38 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 31 204 | 5,51 | 1 054 | 10,60 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 247 | 8 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 10 822 | 32,83 | 366 | 39,31 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 105 098 | 1,53 | 3 551 | 6,38 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 182 716 | 1 700,34 | 6 174 | 1 787,77 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 12 898 | 7,75 | 436 | 12,69 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 71 | 7 000,00 | 2 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 50 000 | 1 690 | ||||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 17 166 | 8,41 | 580 | 13,73 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 106 976 | 3 615 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 36 814 | 2,52 | 1 244 | 7,34 | ||||
| 2026-05-06 | 13F | Everest Management Corp. | 7 358 | 249 | ||||||
| 2026-02-20 | 13F | SB Capital Management Inc | 105 035 | 3 387 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 36 673 | 160,76 | 1 239 | 173,51 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 16 118 | 13,01 | 545 | 18,52 |
