E-Wealth Partners Q2 2026 Portfolio Activity: Significant ETF Purchases and Technology Sales ObservedInsiderSet·4d agoAAPLVBR
Mosaic Family Wealth Partners Increases Holdings in Dimensional and Vanguard ETFs During Q3 2026InsiderSet·Aug 9, 2026DFLVVUG
Your Advocates Ltd., Llp Portfolio Shifts: Significant Changes Observed in Q2 2026InsiderSet·Aug 8, 2026SCHRDFIC
Hippocratic Financial Advisors Q2 2026 Portfolio Activity: Focus on Dimensional ETFs and New Bitcoin ExposureInsiderSet·Aug 6, 2026DFACBIL
Oakwell Private Wealth Management Q2 2026 Portfolio Activity: Focus on ETFs and TechnologyInsiderSet·Aug 5, 2026VTIIJR
Bcr Wealth Strategies Portfolio Analysis: Concentration Focus on ETF HoldingsInsiderSet·Aug 4, 2026VCRBAVDE
Awm Capital, Llc Portfolio Shifts: Significant Increases in Dimensional ETF Holdings and Activity in Real EstateInsiderSet·Aug 3, 2026DFACDFIC
Vistica Wealth Advisors Increases Holdings in Dimensional and Vanguard ETFsInsiderSet·Jul 30, 2026DFACVGIT
Private Wealth Management Group Q2 2026 Portfolio Activity Reveals Strategic ETF ShiftsInsiderSet·Jul 29, 2026DFACVGIT
Straight Path Wealth Management Q2 2026 Holdings Analysis: Major Purchases and Minor Adjustments ObservedInsiderSet·Jul 29, 2026TSLADFAC
Evensky & Katz LLC Portfolio Activity: Significant Changes Observed in Q2 2026InsiderSet·Jul 25, 2026AVUVSCHB
Kaufman Rossin Wealth Increases Holdings in Dimensional Funds & iShares ETFs Amid Q2 ActivityInsiderSet·Jul 18, 2026ITOTAVDV
Rachor Investment Increases Holdings in Dimensional ETFs Amid Select SalesInsiderSet·Jul 18, 2026DFACDFIC
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
Bcu Wealth Advisors Portfolio Shifts in Q2 2026: Focus on Dimensional ETFs and iSharesInsiderSet·Jul 16, 2026IVVDFAC
Hmv Wealth Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases & Sales ObservedInsiderSet·Jul 14, 2026AVUVITOT
Curated Wealth Partners Llc Q2 2026 Portfolio Activity: Strategic Additions and ReductionsInsiderSet·Jul 14, 2026TPLANET
Family Wealth Partners LLC Investment Activity Analysis: Q2 Changes DetailedInsiderSet·Jul 13, 2026LPLAAVUV
Peirce Capital Management: Significant Changes in Holdings Observed for Q1 2026InsiderSet·Jul 13, 2026DFACAVUV