Wealth Management Strategies Inc Q3 2026 Portfolio Activity: Significant Purchases ObservedInsiderSet·3d agoVTVVUG
Wny Asset Management Q2 2026 Portfolio Activity: Significant Replacements ObservedInsiderSet·4d agoDFAICGCP
Mercer Global Advisors Q3 2026 Portfolio Activity: Strategic Shifts and ETF HoldingsInsiderSet·Aug 12, 2026VOOVEA
Tranquilli Financial Advisor Llc Portfolio Activity Q2 2026: Key Purchases and Sales ObservedInsiderSet·Aug 10, 2026RSPSPYG
OneDigital Investment Advisors Q2 2026 Portfolio Changes: Major Buys & Sales ObservedInsiderSet·Aug 10, 2026SCHGDYNF
Professional Financial Solutions LLC: Significant Quarterly Purchases in Dimensional ETFs and Technology StocksInsiderSet·Aug 10, 2026DFUSDFIC
Red Lighthouse Investment Management Q2 Portfolio Activity: Significant Buys and Minimal Sells ObservedInsiderSet·Aug 9, 2026AAPLAVDE
Wealthspring Partners Q2 2026 Portfolio Update: Focus on Dimensional ETFsInsiderSet·Aug 9, 2026IVVAGG
Hippocratic Financial Advisors Q2 2026 Portfolio Activity: Focus on Dimensional ETFs and New Bitcoin ExposureInsiderSet·Aug 6, 2026BILDFIC
One Degree Advisors Inc Q2 2026 Portfolio Activity: Significant Buys and Sells ObservedInsiderSet·Aug 6, 2026VTIVEA
Milwealth Group Llc Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Aug 6, 2026VEUVV
Warwick Investment Management Q3 2026 Portfolio Changes: Focus on Growth & TechInsiderSet·Aug 4, 2026VTVVUG
Awm Capital, Llc Portfolio Shifts: Significant Increases in Dimensional ETF Holdings and Activity in Real EstateInsiderSet·Aug 3, 2026DFICAVUS
B&D White Capital Q2 2026: Major Shift Away From Amazon, Focus On Technology ETFsInsiderSet·Aug 3, 2026MSFTIWF
Demming Financial Services Corp Portfolio Activity: Q2 2026 Focus on Dimensional ETFsInsiderSet·Aug 3, 2026DFAEDFAI
CSP Financial Group LLC Increases Holdings in Dimensional ETFs and Tech Stocks During Q2 2026InsiderSet·Jul 30, 2026DFICDUHP
Vistica Wealth Advisors Increases Holdings in Dimensional and Vanguard ETFsInsiderSet·Jul 30, 2026VGITDFIV
Private Wealth Management Group Q2 2026 Portfolio Activity Reveals Strategic ETF ShiftsInsiderSet·Jul 29, 2026VGITDFIC
Monument Group Wealth Advisors Q2 2026 Portfolio Activity: Strategic Shifts in Core ETFsInsiderSet·Jul 29, 2026AAPLVTI
Straight Path Wealth Management Q2 2026 Holdings Analysis: Major Purchases and Minor Adjustments ObservedInsiderSet·Jul 29, 2026TSLADFIC
Leonard Rickey Investment Advisors Q2 2026 Portfolio Activity: Major Purchases, Significant SalesInsiderSet·Jul 26, 2026SGOVVTI
Symmetry Partners LLC Q2 2026 Portfolio Activity: Major Purchases and Sector ShiftsInsiderSet·Jul 25, 2026AVUVDFIC
AA Financial Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Jul 22, 2026IJHVB
Andrews, Lucia Wealth Management Llc Activity in Q2 2026: Focus on Dimensional FundsInsiderSet·Jul 22, 2026DFIVDFAI
Cypress Point Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts and ConcentrationsInsiderSet·Jul 19, 2026PLTRDFUS
Rachor Investment Increases Holdings in Dimensional ETFs Amid Select SalesInsiderSet·Jul 18, 2026DFICDFSD
Forthright Family Wealth Advisory Q2 Portfolio Activity: Strategic Shifts in ETF HoldingsInsiderSet·Jul 18, 2026AVLVSPLG
True Wealth Design Llc Q2 2026 Portfolio Activity: Strategic ETF Purchases and SalesInsiderSet·Jul 18, 2026DFICDUHP
Onyx Financial Advisors Portfolio Concentration Analysis: June 30, 2026InsiderSet·Jul 18, 2026DFSDDFCF
Quarterly Portfolio Activity Report: Porter White Investment Advisors Inc.InsiderSet·Jul 18, 2026AVUVAVDV
Bdfs Capital Llc Q2 Portfolio Changes: Focus on ETFs, Growth in TechnologyInsiderSet·Jul 18, 2026SHVDFIC
Approach Retirement Advisors Increases Holdings in Dimensional Funds and American Century ETFs During Q2 2026InsiderSet·Jul 18, 2026DFICAVUS
First Financial Group Corp Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 18, 2026MSFTDFAI
Trellis Wealth Advisors Q2 2026 Portfolio Update: Focus on Bond Funds, ETF SalesInsiderSet·Jul 17, 2026VTIAVDE
Firethorn Wealth Partners Q2 2026 Portfolio Activity: Significant Real Estate Focus & Strategic ETF AdjustmentsInsiderSet·Jul 17, 2026JAAASPLG
Cambridge Financial Group LLC Activity in Q2 2026: Strategic ETF Purchases and Select Sales ObservedInsiderSet·Jul 17, 2026DFICDFEM
Nautilus Advisors Llc Activity Analysis: Q2 2026 Portfolio Shifts RevealedInsiderSet·Jul 17, 2026AAPLGOOGL
McGrath & Associates: Significant ETF Purchases and Sales Observed in Q2 2026InsiderSet·Jul 16, 2026SCHDBOND
Verisail Partners LLC Q2 2026 Portfolio Activity: Focus on Dimensional ETFs and Select Individual StocksInsiderSet·Jul 16, 2026DFICDFSD
Bcu Wealth Advisors Portfolio Shifts in Q2 2026: Focus on Dimensional ETFs and iSharesInsiderSet·Jul 16, 2026IVVDFIC
Jp Wealth Management Inc Q2 2026 Portfolio Activity: Strategic Shifts in Core Equities, ETFs & GoldInsiderSet·Jul 16, 2026QQQAVUV
XY Planning Network Inc Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 16, 2026VTIVOO