DFAE DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
26Q126Q2
26Q126Q2
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 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 714 | 209,804,293 | $84.24亿 | 61 | 297 | 256 | 27 | $8,844.76万 |
| 2026Q1 | 671 | 209,077,223 | $70.90亿 | 55 | 316 | 194 | 20 | $3.85亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Annex Advisory Services, LLC | 新建仓 | $7,109.48万 |
| McKinley Carter Wealth Services, Inc. | 加仓 | $5,606.27万 |
| Horizon Investments, LLC | 加仓 | $4,865.70万 |
| Klaas Financial Asset Advisors, LLC | 加仓 | $3,614.67万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $2,273.06万 |
| MCF Advisors LLC | 新建仓 | $2,185.41万 |
| BlueSky Wealth Advisors, LLC | 新建仓 | $2,005.73万 |
| Cerity Partners LLC | 加仓 | $1,994.34万 |
| FMR LLC | 加仓 | $1,927.86万 |
| Apella Capital, LLC | 加仓 | $1,730.35万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,258.13万 |
| UBS Group AG | 加仓 | $1,148.64万 |
| Koshinski Asset Management, Inc. | 新建仓 | $810.17万 |
| Wealthquest Corp | 加仓 | $750.79万 |
| OLD MISSION CAPITAL LLC | 重新持有 | $721.92万 |
| IronBridge Private Wealth, LLC | 新建仓 | $695.60万 |
| GK Wealth Management LLC | 新建仓 | $680.48万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $679.50万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $662.34万 |
| Root Financial Partners, LLC | 加仓 | $659.94万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$5,823.79万 |
| Falcon Wealth Planning | 减仓 | -$4,591.73万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1,667.39万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$1,638.70万 |
| Austin Wealth Management, LLC | 减仓 | -$842.89万 |
| SOL Capital Management CO | 清仓 | -$739.20万 |
| McMill Wealth Management | 清仓 | -$708.62万 |
| SEVEN MILE ADVISORY | 减仓 | -$568.83万 |
| ROYAL BANK OF CANADA | 减仓 | -$554.08万 |
| Efficient Advisors, LLC | 减仓 | -$548.21万 |
| Security Financial Services, INC. | 减仓 | -$542.23万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | -$503.56万 |
| Foster Group, Inc. | 减仓 | -$459.88万 |
| AA Financial Advisors, LLC | 减仓 | -$454.05万 |
| Berger Financial Group, Inc | 减仓 | -$445.47万 |
| Wealthspire Advisors, LLC | 减仓 | -$400.61万 |
| MATHER GROUP, LLC. | 减仓 | -$267.39万 |
| FMB WEALTH MANAGEMENT | 减仓 | -$254.50万 |
| MISSION WEALTH MANAGEMENT, LP | 减仓 | -$200.40万 |
| Pallas Capital Advisors LLC | 减仓 | -$189.84万 |
2026Q1 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 Alabama | 12,668,769 | $4.29亿 | 1.43% | 0 | 不变 |
| MATHER GROUP, LLC. | 12,087,652 | $4.09亿 | 4.08% | -78,969 | 减仓 |
| FMR LLC | 9,835,944 | $3.33亿 | 0.02% | 569,363 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 6,797,040 | $2.30亿 | 0.02% | 671,311 | 加仓 |
| UBS Group AG | 6,760,200 | $2.29亿 | 0.03% | 339,233 | 加仓 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,308,904 | $1.46亿 | 1.80% | 15,803 | 加仓 |
| Mariner, LLC | 4,257,033 | $1.44亿 | 0.17% | 114,946 | 加仓 |
| Foster Group, Inc. | 3,795,256 | $1.29亿 | 3.82% | -135,817 | 减仓 |
| Root Financial Partners, LLC | 3,229,392 | $1.09亿 | 5.06% | 194,902 | 加仓 |
| FACTORY MUTUAL INSURANCE CO | 3,086,900 | $1.05亿 | 1.18% | 0 | 不变 |
| Horizon Investments, LLC | 2,777,922 | $9,406.04万 | 1.05% | 1,437,005 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,681,016 | $9,077.92万 | 0.06% | 195,610 | 加仓 |
| Washington Trust Bank | 2,606,969 | $8,827.20万 | 6.51% | 80,970 | 加仓 |
| Vise Technologies, Inc. | 2,670,478 | $8,697.75万 | 1.71% | 0 | 不变 |
| Wealthspire Advisors, LLC | 2,436,299 | $8,249.31万 | 0.65% | -118,313 | 减仓 |
| Cetera Investment Advisers | 2,351,377 | $7,961.76万 | 0.08% | -36,146 | 减仓 |
| Cerity Partners LLC | 2,317,535 | $7,847.20万 | 0.11% | 588,994 | 加仓 |
| McKinley Carter Wealth Services, Inc. | 2,179,072 | $7,378.34万 | 4.25% | 1,655,721 | 加仓 |
| Focus Partners Wealth | 2,152,211 | $7,340.88万 | 0.08% | -2,205 | 减仓 |
| EVOKE WEALTH, LLC | 2,129,704 | $7,211.18万 | 1.30% | 109,979 | 加仓 |
| Annex Advisory Services, LLC | 2,099,668 | $7,109.48万 | 1.33% | 2,099,668 | 新建仓 |
| HighTower Advisors, LLC | 2,072,908 | $7,018.87万 | 0.07% | 51,796 | 加仓 |
| TCI Wealth Advisors, Inc. | 2,056,150 | $6,962.12万 | 3.70% | 106,750 | 加仓 |
| ROYAL BANK OF CANADA | 1,924,506 | $6,516.40万 | 0.01% | -163,637 | 减仓 |
| True Link Financial Advisors, LLC | 1,819,051 | $6,159.31万 | 3.80% | 40,221 | 加仓 |
| Millburn Ridgefield LLC /DE/ | 1,706,676 | $5,778.80万 | 1.24% | 137,023 | 加仓 |
| Catalyst Capital Advisors LLC | 1,706,676 | $5,778.80万 | 1.08% | 137,023 | 加仓 |
| Corient Private Wealth LP | 1,646,838 | $5,575.30万 | 0.08% | -1,720,235 | 减仓 |
| FOUNDERS FINANCIAL SECURITIES LLC | 1,396,774 | $5,010.23万 | 2.83% | 50,107 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,468,867 | $4,973.58万 | 0.01% | 371,568 | 加仓 |
| Creative Planning | 1,440,907 | $4,878.91万 | 0.03% | -50,116 | 减仓 |
| MASECO LLP | 1,399,794 | $4,738.30万 | 1.49% | 108,103 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 1,342,067 | $4,544.24万 | 0.07% | 154,520 | 加仓 |
| RAM Investment Partners, LLC | 1,325,462 | $4,488.01万 | 7.88% | 36,734 | 加仓 |
| Petersen Hastings Wealth Advisors Inc. | 1,284,848 | $4,350.50万 | 3.99% | 13,056 | 加仓 |
| CWM, LLC | 1,265,472 | $4,284.89万 | 0.11% | 17,881 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 1,232,298 | $4,172.29万 | 0.42% | 200,691 | 加仓 |
| LPL Financial LLC | 1,153,999 | $3,907.44万 | 0.01% | 15,329 | 加仓 |
| Aquire Wealth Advisors, LLC | 1,093,683 | $3,703.21万 | 9.73% | 12,084 | 加仓 |
| Klaas Financial Asset Advisors, LLC | 1,075,966 | $3,643.22万 | 5.03% | 1,067,533 | 加仓 |
| Great Point Wealth Advisors, LLC | 1,073,678 | $3,635.47万 | 6.71% | -3,642 | 减仓 |
| OneDigital Investment Advisors LLC | 1,049,627 | $3,554.04万 | 0.35% | 10,855 | 加仓 |
| Ledyard National Bank | 1,000,247 | $3,386.84万 | 2.94% | 6,594 | 加仓 |
| PARK AVENUE SECURITIES LLC | 945,379 | $3,201.10万 | 0.25% | 44,937 | 加仓 |
| WPWealth LLP | 873,406 | $2,957.35万 | 4.52% | 8,872 | 加仓 |
| West Financial Advisors, LLC | 862,196 | $2,919.40万 | 4.96% | -27,952 | 减仓 |
| RVW Wealth, LLC | 858,565 | $2,907.10万 | 2.26% | -26,641 | 减仓 |
| Prime Capital Investment Advisors, LLC | 850,754 | $2,880.65万 | 0.33% | -10,143 | 减仓 |
| Perigon Wealth Management, LLC | 817,064 | $2,766.58万 | 0.50% | 34,226 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 806,633 | $2,731.26万 | 0.04% | 44,432 | 加仓 |
内部人交易（Form 4）
DFAE 董事、高管和大股东的最新买卖申报。专业版可看 🔒