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·6d agoSCHDVTEB
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