Ullmann Wealth Partners Group Increases Exposure in Growth ETFs, Sells Some Smaller HoldingsInsiderSet·5d agoIVVDYNF
Regimen Wealth LLC Portfolio Changes Q3 2026: Significant ETF Buys Highlight Holdings ShiftInsiderSet·Aug 9, 2026SCHDVTEB
One Degree Advisors Inc Q2 2026 Portfolio Activity: Significant Buys and Sells ObservedInsiderSet·Aug 6, 2026VTIVEA
Bcr Wealth Strategies Portfolio Analysis: Concentration Focus on ETF HoldingsInsiderSet·Aug 4, 2026VCRBAVDE
Trunorth Capital Management Q2 Portfolio Changes: Focus on Schwab and Dimensional ETFsInsiderSet·Jul 25, 2026SCHBSCHO
Market Street Wealth Management Advisors Llc Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 21, 2026VTVSPLG
Petersen Hastings Wealth Advisors Inc.: ETF Purchases & Sales in Q2 2026InsiderSet·Jul 19, 2026VOOAVLV
Onyx Financial Advisors Portfolio Concentration Analysis: June 30, 2026InsiderSet·Jul 18, 2026DFACDFSD
Approach Retirement Advisors Increases Holdings in Dimensional Funds and American Century ETFs During Q2 2026InsiderSet·Jul 18, 2026DFACDFIC
First Financial Group Corp Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 18, 2026MSFTDFAC
<strong>Winebrenner Capital Management Llc</strong>: Significant Purchases & Sales in Q2 2026InsiderSet·Jul 18, 2026AAPLNVDA
Elser Financial Planning Portfolio Changes in Q2 2026: Strategic Buys and SellsInsiderSet·Jul 16, 2026DFUSDFIC
Verisail Partners LLC Q2 2026 Portfolio Activity: Focus on Dimensional ETFs and Select Individual StocksInsiderSet·Jul 16, 2026DFACDFIC
Great Oak Capital Partners Q2 2026 Activity: Significant Buys in Dimensional ETFsInsiderSet·Jul 16, 2026DFLVDFEM
Bcu Wealth Advisors Portfolio Shifts in Q2 2026: Focus on Dimensional ETFs and iSharesInsiderSet·Jul 16, 2026IVVDFAC
City State Bank Portfolio Shifts: Q2 2026 Focus on Growth ETFs and Fixed IncomeInsiderSet·Jul 16, 2026AAPLMU
Dinuzzo Private Wealth Inc.: Significant ETF Purchases & Sales Observed in Q2 2026InsiderSet·Jul 13, 2026DFLVDFUS
Great Waters Wealth Management Portfolio Analysis: Q2 2026 Investment TrendsInsiderSet·Jul 12, 2026DFUSDFSD
3 Factor Indexing LLC Q2 2026 Portfolio Activity: Major ETF Purchases & Sales ObservedInsiderSet·Jul 10, 2026DFACDFAI
Ledgewood Wealth Advisors Q2 2026 Portfolio Activity: Significant ETF Buys, Shares SoldInsiderSet·Jul 10, 2026DFAIDFAU
Bannerman Wealth Management Group Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Jul 10, 2026DFACDFAE
Beaird Harris Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts in ETF HoldingsInsiderSet·Jul 10, 2026VOOAVLV
Pioneer Wealth Management Group Q2 2026 Investment Activity: Focus on Dimensional & Vanguard ETFsInsiderSet·Jul 9, 2026DFAEVCIT
Graves Light Lenhart Wealth Inc.: ETF Purchases & Stock Sales in Q2 2026InsiderSet·Jul 8, 2026BRK-BIEFA