DFAU DIMENSIONAL ETF TRUST
US CORE EQT MKT
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 | 600 | 177,017,751 | $91.21亿 | 35 | 251 | 214 | 19 | $5.09亿 |
| 2026Q1 | 575 | 167,020,707 | $75.61亿 | 41 | 268 | 176 | 26 | $2.89亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| SYM FINANCIAL Corp | 加仓 | $1.51亿 |
| MAI Capital Management | 加仓 | $1.33亿 |
| Diversify Advisory Services, LLC | 新建仓 | $5,629.75万 |
| Annex Advisory Services, LLC | 加仓 | $3,368.20万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $2,199.85万 |
| Live Oak Private Wealth LLC | 加仓 | $2,071.98万 |
| Spinnaker Investment Group, LLC | 加仓 | $1,786.14万 |
| Sequoia Financial Advisors, LLC | 加仓 | $1,177.29万 |
| MASECO LLP | 加仓 | $1,060.23万 |
| Arax Advisory Partners | 加仓 | $1,040.87万 |
| Savant Capital, LLC | 加仓 | $1,030.36万 |
| ROYAL BANK OF CANADA | 加仓 | $1,011.72万 |
| Aquire Wealth Advisors, LLC | 加仓 | $1,007.98万 |
| RVW Wealth, LLC | 加仓 | $1,005.19万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 加仓 | $976.12万 |
| MARS JEWETT FINANCIAL GROUP, INC. | 加仓 | $732.40万 |
| Keating Financial Advisory Services, Inc. | 加仓 | $723.26万 |
| OneDigital Investment Advisors LLC | 加仓 | $719.27万 |
| Beacon Pointe Advisors, LLC | 加仓 | $715.66万 |
| Note Advisors, LLC | 加仓 | $637.34万 |
2026Q2 卖出最多
| EVOKE WEALTH, LLC | 清仓 | -$1.14亿 |
| M Holdings Securities, Inc. | 减仓 | -$967.19万 |
| Lido Advisors, LLC | 减仓 | -$952.86万 |
| AdvisorNet Financial, Inc | 减仓 | -$649.99万 |
| Krilogy Financial LLC | 减仓 | -$646.00万 |
| CreativeOne Wealth, LLC | 减仓 | -$534.99万 |
| Private Advisor Group, LLC | 减仓 | -$500.05万 |
| Amicus Financial Advisors, LLC | 减仓 | -$493.61万 |
| Wealthspire Advisors, LLC | 减仓 | -$448.22万 |
| Modera Wealth Management, LLC | 减仓 | -$440.26万 |
| BCR Wealth Strategies, LLC | 清仓 | -$373.60万 |
| Essential Planning, LLC. | 减仓 | -$283.74万 |
| Orion Porfolio Solutions, LLC | 清仓 | -$254.10万 |
| Focus Partners Advisor Solutions, LLC | 减仓 | -$252.40万 |
| HFG Wealth Management, LLC | 减仓 | -$252.05万 |
| Blankinship & Foster, LLC | 减仓 | -$207.89万 |
| Stadion Money Management, LLC | 减仓 | -$207.16万 |
| Cerity Partners LLC | 减仓 | -$204.56万 |
| BCM ADVISORS, LLC | 减仓 | -$202.13万 |
| Mariner, LLC | 减仓 | -$200.90万 |
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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 7,607,402 | $3.93亿 | 1.96% | 227,760 | 加仓 |
| RVW Wealth, LLC | 4,825,000 | $2.49亿 | 16.42% | 194,465 | 加仓 |
| OneDigital Investment Advisors LLC | 4,562,729 | $2.36亿 | 1.99% | 139,150 | 加仓 |
| Sageworth Trust Co | 4,443,421 | $2.30亿 | 9.05% | -36,157 | 减仓 |
| Annex Advisory Services, LLC | 4,358,982 | $2.25亿 | 3.85% | 651,616 | 加仓 |
| Allworth Financial LP | 3,941,811 | $2.04亿 | 0.86% | -29,970 | 减仓 |
| Aquire Wealth Advisors, LLC | 3,613,432 | $1.87亿 | 42.81% | 195,004 | 加仓 |
| Focus Partners Wealth | 3,539,244 | $1.83亿 | 0.19% | 26,220 | 加仓 |
| MAI Capital Management | 3,277,574 | $1.69亿 | 0.64% | 2,580,815 | 加仓 |
| MARS JEWETT FINANCIAL GROUP, INC. | 3,259,597 | $1.68亿 | 34.10% | 141,690 | 加仓 |
| Modera Wealth Management, LLC | 3,135,937 | $1.62亿 | 1.73% | -85,173 | 减仓 |
| SYM FINANCIAL Corp | 3,036,703 | $1.57亿 | 12.62% | 2,913,225 | 加仓 |
| Beacon Pointe Advisors, LLC | 2,939,806 | $1.52亿 | 0.71% | 138,453 | 加仓 |
| Kooman & Associates | 2,864,477 | $1.48亿 | 39.76% | -6,464 | 减仓 |
| Spinnaker Investment Group, LLC | 2,645,051 | $1.37亿 | 21.91% | 345,549 | 加仓 |
| Blankinship & Foster, LLC | 2,582,272 | $1.33亿 | 26.94% | -40,218 | 减仓 |
| AE Wealth Management LLC | 2,402,356 | $1.24亿 | 0.58% | 66,618 | 加仓 |
| Apella Capital, LLC | 2,130,305 | $1.10亿 | 1.56% | -23,235 | 减仓 |
| Savant Capital, LLC | 2,107,505 | $1.09亿 | 0.32% | 199,268 | 加仓 |
| Arista Wealth Management, LLC | 2,104,785 | $1.09亿 | 11.74% | 35,980 | 加仓 |
| MASECO LLP | 2,043,736 | $1.06亿 | 2.97% | 205,173 | 加仓 |
| Elser Financial Planning, Inc | 1,989,838 | $1.03亿 | 4.46% | 8,326 | 加仓 |
| WPWealth LLP | 1,826,859 | $9,443.04万 | 14.01% | -35,243 | 减仓 |
| 55 North Private Wealth, LLC | 1,796,907 | $9,288.21万 | 18.28% | 116,741 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 1,777,063 | $9,185.64万 | 0.78% | -48,829 | 减仓 |
| Pioneer Wealth Management Group | 1,722,295 | $8,902.54万 | 21.51% | 91,683 | 加仓 |
| Krilogy Financial LLC | 1,664,175 | $8,602.12万 | 2.54% | -124,976 | 减仓 |
| Cetera Investment Advisers | 1,375,137 | $7,108.09万 | 0.06% | 120,097 | 加仓 |
| HILL ISLAND FINANCIAL LLC | 1,270,580 | $6,567.63万 | 14.01% | 9,654 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,254,532 | $6,484.68万 | 0.08% | 46,671 | 加仓 |
| HB Wealth Management, LLC | 1,250,136 | $6,461.96万 | 0.36% | -28,636 | 减仓 |
| Pandowealth. LLC | 1,499,476 | $6,109.62万 | 31.39% | 19,548 | 加仓 |
| Amicus Financial Advisors, LLC | 1,175,114 | $6,074.16万 | 14.92% | -95,494 | 减仓 |
| BCM ADVISORS, LLC | 1,157,030 | $5,929.78万 | 11.54% | -39,440 | 减仓 |
| Mariner, LLC | 1,142,829 | $5,907.12万 | 0.06% | -38,867 | 减仓 |
| Meridian Wealth Partners, LLC | 1,134,778 | $5,865.67万 | 7.10% | 19,562 | 加仓 |
| Sterling Wealth Advisors Inc | 1,130,815 | $5,845.18万 | 31.77% | 37,092 | 加仓 |
| LPL Financial LLC | 1,128,224 | $5,831.79万 | 0.01% | 75,823 | 加仓 |
| Austin Wealth Management, LLC | 1,126,791 | $5,804.10万 | 12.26% | 15,950 | 加仓 |
| CURIO WEALTH, LLC | 1,108,237 | $5,728.47万 | 17.77% | 57,188 | 加仓 |
| Diversify Advisory Services, LLC | 1,097,631 | $5,629.75万 | 0.94% | 1,097,631 | 新建仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1,097,631 | $5,629.75万 | 0.94% | -7,507 | 减仓 |
| Essential Planning, LLC. | 1,077,468 | $5,569.44万 | 15.74% | -54,893 | 减仓 |
| Keating Financial Advisory Services, Inc. | 1,068,781 | $5,524.53万 | 7.27% | 139,922 | 加仓 |
| Note Advisors, LLC | 1,060,382 | $5,481.12万 | 23.77% | 123,301 | 加仓 |
| BRIGHTON JONES LLC | 1,015,273 | $5,247.95万 | 0.98% | 19,862 | 加仓 |
| AlphaStar Capital Management, LLC | 999,111 | $5,164.40万 | 3.28% | 121,378 | 加仓 |
| Alpha Financial Advisors, LLC | 990,171 | $5,118.19万 | 13.39% | 38,090 | 加仓 |
| VeraBank, N.A. | 970,684 | $5,017.47万 | 8.30% | 90,074 | 加仓 |
| Valued Wealth Advisors LLC | 959,941 | $4,961.94万 | 18.03% | -1,356 | 减仓 |
内部人交易（Form 4）
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