Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Dimensional Ultrashort Fixed Income Etf (DUSB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    13
Total shares held : 
 1,192,947  
% of shares held : 
 13.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 294,781  
% of shares held change : 
   3.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 428,161
 35.89%
 
Increased Positions :
2
 71,874
 6.02%
 
Unchanged Positions :
2
 634,985
 53.23%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
2
-205,254
-17.21%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Strategic Investment Solutions Inc. /IL 19 *New 2023-12-31 81,560 $4,104,000 81,560
   Apollon Wealth Management LLC 214 *New 2024-03-31 54,500 $2,756,000 54,500
   WEALTHSPAN PARTNERS LLC 29 *New 2024-03-31 21,850 $1,105,000 21,850
   Applied Capital LLC 27 *New 2024-03-31 19,570 $990,000 19,570
   CREATIVE PLANNING 1531 *New 2024-03-31 15,108 $764,000 15,108
   Core Wealth Management Inc. 10 *New 2024-03-31 14,016 $709,000 14,016
   Evanson Asset Management LLC 230 *New 2024-03-31 6,379 $323,000 6,379
   Cypress Point Wealth Management LLC 61 *New 2024-03-31 5,770 $292,000 5,770
   FLOW TRADERS U.S. LLC 564 *New 2024-03-31 5,062 $256,000 5,062
   Prime Capital Investment Advisors LLC 846 *New 2024-03-31 4,802 $243,000 4,802
   Meredith Wealth Planning 40 *New 2024-03-31 4,365 $221,000 4,365
   Van Hulzen Asset Management LLC 305 *New 2024-03-31 4,000 $202,000 4,000
   HANSON MCCLAIN, INC. 2407 *New 2024-03-31 100 $5,000 100
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us