Professional Financial Solutions LLC: Significant Quarterly Purchases in Dimensional ETFs and Technology StocksInsiderSet·Aug 10, 2026DFACDFUS
Your Advocates Ltd., Llp Portfolio Shifts: Significant Changes Observed in Q2 2026InsiderSet·Aug 8, 2026SCHRDFEM
Hurlow Wealth Management Q2 2026 Portfolio Activity: Significant ETF Purchases ObservedInsiderSet·Aug 8, 2026VEAVV
Hippocratic Financial Advisors Q2 2026 Portfolio Activity: Focus on Dimensional ETFs and New Bitcoin ExposureInsiderSet·Aug 6, 2026DFACBIL
One Degree Advisors Inc Q2 2026 Portfolio Activity: Significant Buys and Sells ObservedInsiderSet·Aug 6, 2026VTIVEA
Aspen Wealth Management Q2 2026 Portfolio Changes: Focus on Growth ETFsInsiderSet·Aug 4, 2026JCPBDFUS
Awm Capital, Llc Portfolio Shifts: Significant Increases in Dimensional ETF Holdings and Activity in Real EstateInsiderSet·Aug 3, 2026DFACAVUS
CSP Financial Group LLC Increases Holdings in Dimensional ETFs and Tech Stocks During Q2 2026InsiderSet·Jul 30, 2026DFACDUHP
Private Wealth Management Group Q2 2026 Portfolio Activity Reveals Strategic ETF ShiftsInsiderSet·Jul 29, 2026DFACVGIT
PCA Investment Advisory Services Inc.: Q2 2026 Portfolio Activity AnalysisInsiderSet·Jul 29, 2026VTVIVV
Straight Path Wealth Management Q2 2026 Holdings Analysis: Major Purchases and Minor Adjustments ObservedInsiderSet·Jul 29, 2026TSLADFAC
Moss Adams Wealth Advisors Q2 Portfolio Shifts: Focus on Growth, Tech ETFsInsiderSet·Jul 28, 2026VTIJCPB
Symmetry Partners LLC Q2 2026 Portfolio Activity: Major Purchases and Sector ShiftsInsiderSet·Jul 25, 2026DFACAVUV
Evensky & Katz LLC Portfolio Activity: Significant Changes Observed in Q2 2026InsiderSet·Jul 25, 2026AVUVSCHB
Cypress Point Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts and ConcentrationsInsiderSet·Jul 19, 2026PLTRDFAC
Rachor Investment Increases Holdings in Dimensional ETFs Amid Select SalesInsiderSet·Jul 18, 2026DFACDFSD
True Wealth Design Llc Q2 2026 Portfolio Activity: Strategic ETF Purchases and SalesInsiderSet·Jul 18, 2026DFACDUHP
Bdfs Capital Llc Q2 Portfolio Changes: Focus on ETFs, Growth in TechnologyInsiderSet·Jul 18, 2026DFACSHV
Approach Retirement Advisors Increases Holdings in Dimensional Funds and American Century ETFs During Q2 2026InsiderSet·Jul 18, 2026DFACAVUS
Quantum Financial Planning Services: Recent ETF Purchases and Stock Holdings AnalysisInsiderSet·Jul 18, 2026CGBLVCRB
Cambridge Financial Group LLC Activity in Q2 2026: Strategic ETF Purchases and Select Sales ObservedInsiderSet·Jul 17, 2026DFACDFEM
Elser Financial Planning Portfolio Changes in Q2 2026: Strategic Buys and SellsInsiderSet·Jul 16, 2026DFUSDFAU
Verisail Partners LLC Q2 2026 Portfolio Activity: Focus on Dimensional ETFs and Select Individual StocksInsiderSet·Jul 16, 2026DFACDFSD
Bcu Wealth Advisors Portfolio Shifts in Q2 2026: Focus on Dimensional ETFs and iSharesInsiderSet·Jul 16, 2026IVVDFAC
XY Planning Network Inc Investment Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Jul 16, 2026VTIVOO
Stordahl Capital Management Q2 2026 Portfolio Activity: Major Buys in Vanguard ETFsInsiderSet·Jul 16, 2026VOOBND
Hutchens & Kramer Investment Management Group LLC: Recent ETF Purchases and SalesInsiderSet·Jul 12, 2026SGOVDFAC
Mills Wealth Advisors Increases Holdings in Dimensional Funds, Adds New ETF PositionsInsiderSet·Jul 9, 2026VCRBDFAC
Ridgeline Wealth Q2 2026 Investment Activity: Focus on Mid-Cap Growth and Select Sector ShiftsInsiderSet·Jul 9, 2026AVLVDFUS