DFCA DIMENSIONAL ETF TRUST
CALIF MUN BD ETF
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 | 83 | 10,820,196 | $5.43亿 | 11 | 37 | 17 | 3 | $1,683.66万 |
| 2026Q1 | 74 | 10,430,110 | $5.20亿 | 9 | 33 | 14 | 3 | $6,370.24万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $3,263.80万 |
| Citrine Capital LLC | 加仓 | $1,075.01万 |
| Three Arch Wealth Management LLC | 新建仓 | $238.87万 |
| Laird Norton Wetherby Trust Company, LLC | 新建仓 | $132.98万 |
| Vise Technologies, Inc. | 加仓 | $71.74万 |
| Savvy Advisors, Inc. | 加仓 | $71.13万 |
| Beacon Pointe Advisors, LLC | 新建仓 | $70.48万 |
| Private Advisor Group, LLC | 新建仓 | $64.26万 |
| Vistica Wealth Advisors, LLC | 新建仓 | $41.55万 |
| FMB WEALTH MANAGEMENT | 新建仓 | $40.35万 |
| SEEDS INVESTOR LLC | 加仓 | $33.10万 |
| Elmwood Wealth Management, Inc. | 加仓 | $33.01万 |
| Parallel Advisors, LLC | 加仓 | $32.70万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $31.92万 |
| Seaside Wealth Management, Inc. | 新建仓 | $31.83万 |
| TriaGen Wealth Management LLC | 加仓 | $25.51万 |
| OSAIC HOLDINGS, INC. | 加仓 | $23.43万 |
| Aspen Capital Management, LLC | 新建仓 | $22.73万 |
| One Degree Advisors Inc | 加仓 | $22.40万 |
| Pathstone Holdings, LLC | 加仓 | $21.76万 |
2026Q2 卖出最多
| HighTower Advisors, LLC | 减仓 | -$3,077.50万 |
| JANE STREET GROUP, LLC | 减仓 | -$237.25万 |
| CITADEL ADVISORS LLC | 清仓 | -$90.45万 |
| Mariner, LLC | 减仓 | -$86.83万 |
| OLD MISSION CAPITAL LLC | 重新持有 | -$80.81万 |
| Elequin Capital, LP | 重新持有 | -$57.65万 |
| Parkshore Wealth Management, Inc. | 减仓 | -$52.64万 |
| Root Financial Partners, LLC | 减仓 | -$41.65万 |
| WESPAC Advisors SoCal, LLC | 减仓 | -$35.50万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 清仓 | -$25.87万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$22.76万 |
| RVW Wealth, LLC | 减仓 | -$14.63万 |
| Signature Resources Capital Management, LLC | 减仓 | -$12.15万 |
| Roberts Wealth Advisors, LLC | 减仓 | -$10.74万 |
| Foundry Financial LLC | 减仓 | -$7.42万 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 减仓 | -$3.54万 |
| Farther Finance Advisors, LLC | 减仓 | -$3.53万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$3.44万 |
| RAM Investment Partners, LLC | 减仓 | -$1.38万 |
| Horizon Investments, LLC | 减仓 | -$1,502 |
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 7,677,438 | $3.85亿 | 0.48% | 650,418 | 加仓 |
| Citrine Capital LLC | 1,001,570 | $5,025.88万 | 18.60% | 214,230 | 加仓 |
| HighTower Advisors, LLC | 431,110 | $2,163.31万 | 0.02% | -613,293 | 减仓 |
| Savvy Advisors, Inc. | 191,505 | $960.97万 | 0.20% | 14,175 | 加仓 |
| Elmwood Wealth Management, Inc. | 124,368 | $624.08万 | 1.56% | 6,579 | 加仓 |
| One Degree Advisors Inc | 122,336 | $613.80万 | 1.37% | 4,465 | 加仓 |
| Signature Resources Capital Management, LLC | 109,573 | $549.84万 | 2.17% | -2,421 | 减仓 |
| One Capital Management, LLC | 72,498 | $361.40万 | 0.10% | 0 | 不变 |
| TriaGen Wealth Management LLC | 71,160 | $357.08万 | 0.89% | 5,084 | 加仓 |
| Vise Technologies, Inc. | 68,467 | $343.57万 | 0.04% | 14,296 | 加仓 |
| Root Financial Partners, LLC | 63,917 | $320.73万 | 0.12% | -8,300 | 减仓 |
| Integrated Wealth Concepts LLC | 53,670 | $269.32万 | 0.01% | 2,276 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 49,553 | $248.66万 | 0.00% | 6,361 | 加仓 |
| Three Arch Wealth Management LLC | 47,602 | $238.87万 | 0.37% | 47,602 | 新建仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 29,721 | $148.87万 | 0.00% | 859 | 加仓 |
| Foundry Financial LLC | 29,474 | $147.90万 | 0.50% | -1,479 | 减仓 |
| Savant Capital, LLC | 27,057 | $135.77万 | 0.00% | 154 | 加仓 |
| Laird Norton Wetherby Trust Company, LLC | 26,500 | $132.98万 | 0.03% | 26,500 | 新建仓 |
| OSAIC HOLDINGS, INC. | 25,909 | $130.01万 | 0.00% | 4,670 | 加仓 |
| Parallel Advisors, LLC | 25,673 | $128.83万 | 0.02% | 6,516 | 加仓 |
| marrick wealth, LLC | 25,416 | $127.54万 | 0.91% | 1,567 | 加仓 |
| Nautilus Advisors LLC | 24,187 | $121.15万 | 0.71% | 709 | 加仓 |
| LPL Financial LLC | 23,606 | $118.45万 | 0.00% | 936 | 加仓 |
| Elequin Capital, LP | 22,667 | $113.74万 | 0.03% | -11,489 | 重新持有 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 22,146 | $111.13万 | 0.10% | -706 | 减仓 |
| SCRATCH CAPITAL LLC | 20,379 | $102.26万 | 0.51% | 786 | 加仓 |
| Burton Enright Welch | 19,841 | $99.56万 | 0.12% | 1,496 | 加仓 |
| Mariner, LLC | 17,963 | $90.14万 | 0.00% | -17,303 | 减仓 |
| Prospect Financial Group LLC | 17,960 | $90.12万 | 0.73% | -3 | 减仓 |
| RAM Investment Partners, LLC | 17,040 | $85.51万 | 0.14% | -275 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 16,928 | $84.94万 | 0.00% | 3,733 | 加仓 |
| Beacon Pointe Advisors, LLC | 14,046 | $70.48万 | 0.00% | 14,046 | 新建仓 |
| JPMORGAN CHASE & CO | 13,442 | $67.44万 | 0.00% | 2,517 | 加仓 |
| True Link Financial Advisors, LLC | 13,310 | $66.79万 | 0.04% | 0 | 不变 |
| Private Advisor Group, LLC | 12,806 | $64.26万 | 0.00% | 12,806 | 新建仓 |
| Concurrent Investment Advisors, LLC | 12,266 | $61.55万 | 0.01% | -686 | 减仓 |
| SEEDS INVESTOR LLC | 11,609 | $58.25万 | 0.06% | 6,596 | 加仓 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 11,083 | $55.61万 | 0.17% | 2,015 | 加仓 |
| Parkshore Wealth Management, Inc. | 11,026 | $55.33万 | 0.16% | -10,489 | 减仓 |
| Pathstone Holdings, LLC | 10,926 | $54.83万 | 0.00% | 4,337 | 加仓 |
| RVW Wealth, LLC | 10,711 | $53.75万 | 0.04% | -2,916 | 减仓 |
| Apella Capital, LLC | 10,579 | $53.02万 | 0.01% | 1,327 | 加仓 |
| FIDUCIARY FINANCIAL GROUP, LLC | 10,397 | $52.17万 | 0.06% | 0 | 不变 |
| V2 Financial group LLC | 10,394 | $52.16万 | 0.19% | 454 | 加仓 |
| Tortoise Investment Management, LLC | 9,190 | $46.12万 | 0.03% | 2,600 | 加仓 |
| Vistica Wealth Advisors, LLC | 8,280 | $41.55万 | 0.36% | 8,280 | 新建仓 |
| ENVESTNET ASSET MANAGEMENT INC | 8,056 | $40.42万 | 0.00% | 2,611 | 加仓 |
| FMB WEALTH MANAGEMENT | 8,041 | $40.35万 | 0.15% | 8,041 | 新建仓 |
| WESPAC Advisors SoCal, LLC | 7,495 | $37.61万 | 0.07% | -7,075 | 减仓 |
| FLC Capital Advisors | 7,110 | $35.68万 | 0.06% | 2,200 | 加仓 |
内部人交易（Form 4）
DFCA 董事、高管和大股东的最新买卖申报。专业版可看 🔒