Pure Financial Advisors Q2 2026 Portfolio Activity: New Positions and ETF Sales ObservedInsiderSet·5d agoSPYIEFA
Disciplined Investments LLC Portfolio Activity Analysis: Q2 2026 ChangesInsiderSet·Aug 10, 2026DFLVDFAE
Professional Financial Solutions LLC: Significant Quarterly Purchases in Dimensional ETFs and Technology StocksInsiderSet·Aug 10, 2026DFACDFUS
Aspen Wealth Management Q2 2026 Portfolio Changes: Focus on Growth ETFsInsiderSet·Aug 4, 2026JCPBDFUS
Richard Young Associates Q2 2026 Portfolio Activity: Strategic Shifts and ConcentrationsInsiderSet·Jul 30, 2026NVDADFIV
Keyes Wealth Management: Dimensional ETF Buys & New Stock Additions in Q2 2026InsiderSet·Jul 22, 2026DFAEDFAI
Andrews, Lucia Wealth Management Llc Activity in Q2 2026: Focus on Dimensional FundsInsiderSet·Jul 22, 2026DFACDFIV
Baker Tilly Wealth Management Q2 Portfolio Changes: Major Buys & Sells ObservedInsiderSet·Jul 19, 2026NVDAPVAL
Cambridge Financial Group LLC Activity in Q2 2026: Strategic ETF Purchases and Select Sales ObservedInsiderSet·Jul 17, 2026DFACDFIC
Great Oak Capital Partners Q2 2026 Activity: Significant Buys in Dimensional ETFsInsiderSet·Jul 16, 2026DFLVDFCF
Kilner Capital Advisors Portfolio Concentration Analysis: June 30, 2026InsiderSet·Jul 14, 2026DFACAVLV
Frankly Finances LLC Investment Activity: Significant Purchases in June 2026InsiderSet·Jul 14, 2026DFIVBIV
Hmv Wealth Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases & Sales ObservedInsiderSet·Jul 14, 2026AVUVITOT
Ares Financial Consulting LLC Portfolio Activity in Q2 2026: Strategic Shifts and Key Holdings ChangesInsiderSet·Jul 12, 2026NVDAVTI
Great Waters Wealth Management Portfolio Analysis: Q2 2026 Investment TrendsInsiderSet·Jul 12, 2026DFUSDFSD
Twin Cities Retirement Group Portfolio Concentration Analysis: Heavy Exposure in Vanguard FundsInsiderSet·Jul 10, 2026IJRVEA
Shearwater Capital Llc Q2 2026 Portfolio Activity: Significant Buys & Minor ETF SalesInsiderSet·Jul 10, 2026BRK-BDFAC