13F 机构持仓

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

持有机构数7142026Q2
26Q126Q2
机构合计持股(股)209,804,2932026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q2714209,804,293$84.24亿 6129725627$8,844.76万
2026Q1671209,077,223$70.90亿 5531619420$3.85亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

MAI Capital Management加仓$8,811.59万
BANK OF AMERICA CORP /DE/加仓$4,782.60万
ASSETMARK, INC加仓$4,690.16万
Savant Capital, LLC加仓$3,092.38万
Financial Management Professionals, Inc.新建仓$2,946.93万
Atria Investments, Inc新建仓$2,028.90万
ROYAL BANK OF CANADA加仓$1,620.34万
HighTower Advisors, LLC加仓$1,610.29万
IMA Advisory Services, Inc.新建仓$1,601.60万
MATHER GROUP, LLC.加仓$1,551.40万
TCI Wealth Advisors, Inc.加仓$1,529.68万
Vise Technologies, Inc.加仓$1,184.51万
Cerity Partners LLC加仓$949.60万
Diversify Advisory Services, LLC重新持有$853.53万
ENVESTNET ASSET MANAGEMENT INC加仓$805.95万
UBS Group AG加仓$803.38万
FIDUCIARY FINANCIAL ADVISORS加仓$799.82万
Annex Advisory Services, LLC加仓$676.58万
Kestra Advisory Services, LLC加仓$638.99万
West Financial Advisors, LLC加仓$501.73万

2026Q2 卖出最多

COLDSTREAM CAPITAL MANAGEMENT INC减仓-$8,795.35万
FACTORY MUTUAL INSURANCE CO减仓-$8,694.21万
EVOKE WEALTH, LLC清仓-$7,211.18万
Horizon Investments, LLC减仓-$5,655.98万
OLD MISSION CAPITAL LLC减仓-$1,680.48万
Foster Group, Inc.减仓-$908.38万
Wealthquest Corp减仓-$887.45万
Monument Group Wealth Advisors, LLC减仓-$805.21万
FMR LLC减仓-$725.38万
Bridgewater Advisors Inc.减仓-$707.67万
GK Wealth Management LLC清仓-$680.48万
Root Financial Partners, LLC减仓-$600.31万
Millburn Ridgefield LLC /DE/减仓-$557.06万
Catalyst Capital Advisors LLC减仓-$557.06万
Physician Wealth Advisors, Inc.减仓-$556.88万
Private Advisor Group, LLC减仓-$487.42万
Cetera Investment Advisers减仓-$462.16万
DDFG, Inc减仓-$443.48万
Blue Trust, Inc.清仓-$373.20万
Washington Trust Bank减仓-$369.62万

2026Q2 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
Retirement Systems of Alabama12,668,769$5.09亿1.53%0不变
MATHER GROUP, LLC.12,473,477$5.02亿4.37%385,825加仓
FMR LLC9,655,546$3.88亿0.02%-180,398减仓
BANK OF AMERICA CORP /DE/7,986,445$3.21亿0.02%1,189,405加仓
UBS Group AG6,959,996$2.80亿0.04%199,796加仓
Mariner, LLC4,358,277$1.75亿0.18%101,244加仓
Foster Group, Inc.3,569,348$1.44亿3.81%-225,908减仓
Root Financial Partners, LLC3,080,099$1.24亿4.81%-149,293减仓
Vise Technologies, Inc.2,965,059$1.19亿1.35%294,581加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,803,185$1.13亿0.06%122,169加仓
MAI Capital Management2,587,135$1.04亿0.39%2,191,392加仓
Cerity Partners LLC2,553,687$1.03亿0.12%236,152加仓
Washington Trust Bank2,515,047$1.01亿7.07%-91,922减仓
HighTower Advisors, LLC2,473,379$9,945.46万0.10%400,471加仓
TCI Wealth Advisors, Inc.2,436,573$9,797.46万4.24%380,423加仓
Wealthspire Advisors, LLC2,373,919$9,545.53万0.53%-62,380减仓
ROYAL BANK OF CANADA2,327,473$9,358.80万0.01%402,967加仓
McKinley Carter Wealth Services, Inc.2,299,652$9,246.90万4.77%120,580加仓
Annex Advisory Services, LLC2,267,929$9,119.34万1.56%168,261加仓
Cetera Investment Advisers2,236,440$8,992.72万0.08%-114,937减仓
Focus Partners Wealth2,169,299$8,722.75万0.09%17,088加仓
COLDSTREAM CAPITAL MANAGEMENT INC2,121,551$8,530.76万0.69%-2,187,353减仓
True Link Financial Advisors, LLC1,851,959$7,446.73万4.31%32,908加仓
ENVESTNET ASSET MANAGEMENT INC1,669,301$6,712.26万0.02%200,434加仓
Corient Private Wealth LP1,591,105$6,397.83万0.09%-55,733减仓
Catalyst Capital Advisors LLC1,568,138$6,305.48万1.05%-138,538减仓
Millburn Ridgefield LLC /DE/1,568,138$6,305.48万1.19%-138,538减仓
MASECO LLP1,441,537$5,797.14万1.63%41,743加仓
MERCER GLOBAL ADVISORS INC /ADV1,425,068$5,730.20万0.07%83,001加仓
Creative Planning1,407,715$5,660.42万0.03%-33,192减仓
FOUNDERS FINANCIAL SECURITIES LLC1,375,931$5,532.62万2.83%-20,843减仓
Horizon Investments, LLC1,371,311$5,514.04万0.61%-1,406,611减仓
RAM Investment Partners, LLC1,329,439$5,345.68万8.55%3,977加仓
Focus Partners Advisor Solutions, LLC1,300,402$5,228.92万0.44%68,104加仓
Petersen Hastings Wealth Advisors Inc.1,219,322$4,902.90万4.11%-65,526减仓
ASSETMARK, INC1,168,966$4,700.41万0.08%1,166,417加仓
LPL Financial LLC1,143,800$4,599.22万0.01%-10,199减仓
Aquire Wealth Advisors, LLC1,134,603$4,562.24万10.46%40,920加仓
Klaas Financial Asset Advisors, LLC1,113,097$4,475.76万5.58%37,131加仓
Great Point Wealth Advisors, LLC1,080,125$4,343.18万7.01%6,447加仓
OneDigital Investment Advisors LLC1,055,561$4,244.41万0.36%5,934加仓
PARK AVENUE SECURITIES LLC1,013,493$4,075.30万0.25%68,114加仓
Savant Capital, LLC1,009,811$4,018.15万0.12%777,154加仓
West Financial Advisors, LLC986,974$3,968.62万6.03%124,778加仓
Ledyard National Bank973,037$3,912.58万3.14%-27,210减仓
FACTORY MUTUAL INSURANCE CO924,700$3,718.22万0.35%-2,162,200减仓
RVW Wealth, LLC892,305$3,587.96万2.36%33,740加仓
COMMONWEALTH EQUITY SERVICES, LLC838,859$3,373.05万0.04%32,226加仓
Perigon Wealth Management, LLC837,660$3,368.23万0.53%20,596加仓
WPWealth LLP824,717$3,316.19万4.92%-48,689减仓

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