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 🔒 | ||||||||
2026Q1 买入最多
| Apella Capital, LLC | 加仓 | $1.00亿 |
| Elser Financial Planning, Inc | 新建仓 | $8,935.63万 |
| Annex Advisory Services, LLC | 加仓 | $3,784.22万 |
| Savant Capital, LLC | 加仓 | $2,409.35万 |
| MASECO LLP | 加仓 | $1,782.62万 |
| Lido Advisors, LLC | 新建仓 | $1,617.49万 |
| Sequoia Financial Advisors, LLC | 加仓 | $1,147.03万 |
| Integrated Wealth Concepts LLC | 加仓 | $1,112.57万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $1,040.12万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $955.47万 |
| Baird Financial Group, Inc. | 加仓 | $843.73万 |
| Keating Financial Advisory Services, Inc. | 加仓 | $820.92万 |
| CVA Family Office, LLC | 加仓 | $818.74万 |
| Pioneer Wealth Management Group | 加仓 | $682.60万 |
| Parkwoods Wealth Partners, LLC | 加仓 | $659.35万 |
| AdvisorNet Financial, Inc | 加仓 | $624.87万 |
| EVOKE WEALTH, LLC | 加仓 | $605.97万 |
| Beacon Pointe Advisors, LLC | 加仓 | $599.64万 |
| Focus Partners Wealth | 加仓 | $587.71万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $569.30万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$8,918.19万 |
| Corient Private Wealth LP | 减仓 | -$3,938.18万 |
| Stadion Money Management, LLC | 减仓 | -$3,033.28万 |
| Austin Wealth Management, LLC | 减仓 | -$2,322.18万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$1,163.98万 |
| SEVEN MILE ADVISORY | 清仓 | -$880.89万 |
| AlTi Global, Inc. | 清仓 | -$780.88万 |
| Spinnaker Investment Group, LLC | 减仓 | -$571.16万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$565.98万 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 减仓 | -$489.07万 |
| COWA, LLC | 减仓 | -$396.28万 |
| LIBERTY WEALTH MANAGEMENT LLC | 减仓 | -$381.78万 |
| Modera Wealth Management, LLC | 减仓 | -$366.78万 |
| BCM ADVISORS, LLC | 减仓 | -$347.35万 |
| Arista Wealth Management, LLC | 减仓 | -$339.91万 |
| ARK & TLK INVESTMENTS, LLC | 减仓 | -$322.30万 |
| MAGNOLIA CAPITAL ADVISORS LLC | 减仓 | -$296.44万 |
| HB Wealth Management, LLC | 减仓 | -$291.15万 |
| Forvis Mazars Wealth Advisors, LLC | 减仓 | -$243.62万 |
| Quantum Financial Advisors, LLC | 减仓 | -$216.80万 |
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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 7,379,642 | $3.33亿 | 1.86% | 254,218 | 加仓 |
| RVW Wealth, LLC | 4,630,535 | $2.09亿 | 16.27% | 118,160 | 加仓 |
| Sageworth Trust Co | 4,479,578 | $2.02亿 | 8.69% | -25,051 | 减仓 |
| OneDigital Investment Advisors LLC | 4,423,579 | $2.00亿 | 1.95% | 83,664 | 加仓 |
| Allworth Financial LP | 3,971,781 | $1.79亿 | 0.73% | 122,381 | 加仓 |
| Annex Advisory Services, LLC | 3,707,366 | $1.67亿 | 3.13% | 838,701 | 加仓 |
| Focus Partners Wealth | 3,513,024 | $1.59亿 | 0.18% | 130,255 | 加仓 |
| Aquire Wealth Advisors, LLC | 3,418,428 | $1.54亿 | 40.53% | 102,457 | 加仓 |
| Modera Wealth Management, LLC | 3,221,110 | $1.45亿 | 1.74% | -81,290 | 减仓 |
| MARS JEWETT FINANCIAL GROUP, INC. | 3,117,907 | $1.41亿 | 44.57% | 19,309 | 加仓 |
| Kooman & Associates | 2,870,941 | $1.30亿 | 38.62% | 41,452 | 加仓 |
| Beacon Pointe Advisors, LLC | 2,801,353 | $1.26亿 | 0.67% | 132,899 | 加仓 |
| Blankinship & Foster, LLC | 2,622,490 | $1.18亿 | 26.16% | -32,072 | 减仓 |
| EVOKE WEALTH, LLC | 2,537,064 | $1.14亿 | 2.06% | 134,302 | 加仓 |
| Apella Capital, LLC | 2,153,540 | $1.06亿 | 1.57% | 2,044,648 | 加仓 |
| AE Wealth Management LLC | 2,335,738 | $1.05亿 | 0.57% | 78,560 | 加仓 |
| Spinnaker Investment Group, LLC | 2,299,502 | $1.04亿 | 21.13% | -126,588 | 减仓 |
| Arista Wealth Management, LLC | 2,068,805 | $9,334.45万 | 11.36% | -75,334 | 减仓 |
| Elser Financial Planning, Inc | 1,981,512 | $8,935.63万 | 4.33% | 1,981,512 | 新建仓 |
| Krilogy Financial LLC | 1,789,151 | $8,673.80万 | 2.75% | 52,946 | 加仓 |
| Savant Capital, LLC | 1,908,237 | $8,609.97万 | 0.42% | 533,988 | 加仓 |
| WPWealth LLP | 1,862,102 | $8,401.80万 | 12.84% | 97,042 | 加仓 |
| MASECO LLP | 1,838,563 | $8,293.76万 | 2.60% | 395,171 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 1,825,892 | $8,235.12万 | 0.83% | 211,846 | 加仓 |
| 55 North Private Wealth, LLC | 1,680,166 | $7,580.91万 | 19.41% | 71,173 | 加仓 |
| Pioneer Wealth Management Group | 1,630,612 | $7,357.32万 | 20.64% | 151,285 | 加仓 |
| BCM ADVISORS, LLC | 1,196,470 | $5,926.12万 | 11.62% | -70,129 | 减仓 |
| HB Wealth Management, LLC | 1,278,772 | $5,769.82万 | 0.37% | -64,528 | 减仓 |
| Amicus Financial Advisors, LLC | 1,270,608 | $5,732.98万 | 15.79% | -8,215 | 减仓 |
| HILL ISLAND FINANCIAL LLC | 1,260,926 | $5,689.30万 | 13.82% | 22,553 | 加仓 |
| Cetera Investment Advisers | 1,255,040 | $5,662.74万 | 0.06% | 68,009 | 加仓 |
| Pandowealth. LLC | 1,479,928 | $5,472.30万 | 31.15% | 66,247 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,207,861 | $5,449.87万 | 0.08% | -4,275 | 减仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1,105,138 | $5,424.02万 | 0.95% | -16,625 | 减仓 |
| Sterling Wealth Advisors Inc | 1,093,723 | $5,367.99万 | 30.61% | -8,118 | 减仓 |
| Mariner, LLC | 1,181,696 | $5,331.67万 | 0.06% | 46,332 | 加仓 |
| Essential Planning, LLC. | 1,132,361 | $5,109.22万 | 16.25% | -34,025 | 减仓 |
| Austin Wealth Management, LLC | 1,110,841 | $5,076.54万 | 11.53% | -508,136 | 减仓 |
| Meridian Wealth Partners, LLC | 1,115,216 | $5,031.86万 | 6.91% | 37,088 | 加仓 |
| AdvisorNet Financial, Inc | 1,059,654 | $4,781.16万 | 2.47% | 138,490 | 加仓 |
| LPL Financial LLC | 1,052,401 | $4,748.43万 | 0.01% | -5,601 | 减仓 |
| CURIO WEALTH, LLC | 1,051,049 | $4,742.33万 | 16.21% | 83,926 | 加仓 |
| BRIGHTON JONES LLC | 995,411 | $4,491.29万 | 0.99% | 258 | 加仓 |
| Financial Connections Group, Inc. | 962,980 | $4,344.90万 | 15.11% | -2,983 | 减仓 |
| Valued Wealth Advisors LLC | 961,297 | $4,337.37万 | 17.58% | 59,212 | 加仓 |
| Alpha Financial Advisors, LLC | 952,081 | $4,295.79万 | 13.16% | 47,813 | 加仓 |
| TCP Asset Management, LLC | 949,861 | $4,285.77万 | 5.51% | 6,574 | 加仓 |
| Note Advisors, LLC | 937,081 | $4,228.11万 | 21.13% | 76,138 | 加仓 |
| Keating Financial Advisory Services, Inc. | 928,859 | $4,191.01万 | 6.77% | 181,941 | 加仓 |
| Corient Private Wealth LP | 910,877 | $4,113.01万 | 0.06% | -872,159 | 减仓 |
内部人交易(Form 4)
DFAU 董事、高管和大股东的最新买卖申报。专业版可看 🔒