13F 机构持仓

DFCA DIMENSIONAL ETF TRUST

CALIF MUN BD ETF

持有机构数832026Q2
26Q126Q2
机构合计持股（股）10,820,1962026Q2
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
2026Q28310,820,196$5.43亿 1137173$1,683.66万
2026Q17410,430,110$5.20亿 933143$6,370.24万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

MERCER GLOBAL ADVISORS INC /ADV加仓$4,428.91万
Citrine Capital LLC加仓$1,010.35万
JANE STREET GROUP, LLC重新持有$228.02万
Elmwood Wealth Management, Inc.加仓$177.59万
HighTower Advisors, LLC加仓$148.05万
Root Financial Partners, LLC加仓$89.96万
Mariner, LLC加仓$78.93万
RVW Wealth, LLC新建仓$67.93万
Concurrent Investment Advisors, LLC新建仓$64.57万
TriaGen Wealth Management LLC加仓$62.91万
One Capital Management, LLC加仓$61.66万
Savvy Advisors, Inc.加仓$59.83万
V2 Financial group LLC新建仓$49.55万
Parallel Advisors, LLC加仓$48.50万
Foundry Financial LLC加仓$45.86万
CITADEL ADVISORS LLC加仓$42.50万
Signature Resources Capital Management, LLC加仓$39.66万
Henrickson Nauta Wealth Advisors, Inc.新建仓$29.76万
Integrated Wealth Concepts LLC重新持有$28.35万
ENVESTNET ASSET MANAGEMENT INC新建仓$27.14万

2026Q1 卖出最多

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$278.39万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$168.63万
Pallas Capital Advisors LLC清仓-$50.08万
Corient Private Wealth LP减仓-$25.96万
INDEPENDENT FINANCIAL GROUP, LLC减仓-$20.01万
WESPAC Advisors SoCal, LLC减仓-$18.53万
GAMMA Investing LLC清仓-$10.59万
marrick wealth, LLC减仓-$6.94万
JPMORGAN CHASE & CO减仓-$5.97万
Kaizen Financial Strategies减仓-$5.18万
Brookstone Capital Management减仓-$4.92万
Parkwoods Wealth Partners, LLC减仓-$3.21万
GOLDMAN SACHS GROUP INC减仓-$2.25万
Savant Capital, LLC减仓-$1.87万
Wheels Up Wealth, Inc.减仓-$1.11万
Prospect Financial Group LLC减仓-$8,973
Farther Finance Advisors, LLC减仓-$4,992

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
MERCER GLOBAL ADVISORS INC /ADV7,027,020$3.50亿0.52%888,448加仓
HighTower Advisors, LLC1,044,403$5,206.35万0.06%29,700加仓
Citrine Capital LLC787,340$3,924.89万17.02%202,677加仓
Savvy Advisors, Inc.177,330$883.99万0.24%12,002加仓
One Degree Advisors Inc117,871$587.50万1.54%2,709加仓
Elmwood Wealth Management, Inc.117,789$587.18万1.62%35,625加仓
Signature Resources Capital Management, LLC111,994$558.29万2.65%7,956加仓
One Capital Management, LLC72,498$361.40万0.10%12,369加仓
Root Financial Partners, LLC72,217$360.00万0.17%18,046加仓
TriaGen Wealth Management LLC66,076$329.39万0.90%12,620加仓
Vise Technologies, Inc.54,171$271.29万0.05%0不变
JANE STREET GROUP, LLC51,935$258.90万0.00%45,741重新持有
Integrated Wealth Concepts LLC51,394$256.20万0.02%5,688重新持有
COMMONWEALTH EQUITY SERVICES, LLC43,192$215.31万0.00%1,794加仓
Mariner, LLC35,266$175.80万0.00%15,833加仓
Foundry Financial LLC30,953$154.30万0.65%9,199加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC28,862$144.25万0.00%-55,700减仓
Savant Capital, LLC26,903$134.11万0.01%-375减仓
marrick wealth, LLC23,849$118.89万1.00%-1,392减仓
Nautilus Advisors LLC23,478$117.04万0.80%3,167加仓
LODESTAR PRIVATE ASSET MANAGEMENT LLC22,852$113.92万0.11%728加仓
LPL Financial LLC22,670$113.01万0.00%1,079加仓
Parkshore Wealth Management, Inc.21,515$107.25万0.36%2,328加仓
OSAIC HOLDINGS, INC.21,239$105.88万0.00%0不变
SCRATCH CAPITAL LLC19,593$97.67万0.56%1,088加仓
Parallel Advisors, LLC19,157$95.50万0.02%9,729加仓
Burton Enright Welch18,345$91.45万0.12%153加仓
CITADEL ADVISORS LLC18,144$90.45万0.00%8,525加仓
Prospect Financial Group LLC17,963$89.55万0.83%-180减仓
RAM Investment Partners, LLC17,315$86.32万0.15%1,473加仓
WESPAC Advisors SoCal, LLC14,570$72.63万0.15%-3,718减仓
RVW Wealth, LLC13,627$67.93万0.05%13,627新建仓
True Link Financial Advisors, LLC13,310$66.35万0.04%0不变
RAYMOND JAMES FINANCIAL INC13,195$65.78万0.00%0不变
Concurrent Investment Advisors, LLC12,952$64.57万0.01%12,952新建仓
JPMORGAN CHASE & CO10,925$54.39万0.00%-1,200减仓
FIDUCIARY FINANCIAL GROUP, LLC10,397$51.83万0.07%0不变
V2 Financial group LLC9,940$49.55万0.23%9,940新建仓
Apella Capital, LLC9,252$46.47万0.01%1,863加仓
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC9,068$45.20万0.15%0不变
Roberts Wealth Advisors, LLC8,549$42.62万0.11%112加仓
Hurlow Wealth Management Group, Inc.6,966$34.73万0.08%0不变
Farther Finance Advisors, LLC6,941$34.65万0.00%-100减仓
Tortoise Investment Management, LLC6,590$32.85万0.03%0不变
Pathstone Holdings, LLC6,589$32.85万0.00%0不变
Shore Point Advisors, LLC6,532$32.57万0.13%1,017加仓
Fermata Advisors, LLC6,260$31.20万0.07%34加仓
Johnson Wealth Management, LLC6,165$30.73万0.15%310加仓
Brookstone Capital Management5,998$29.90万0.00%-986减仓
Henrickson Nauta Wealth Advisors, Inc.5,970$29.76万0.08%5,970新建仓

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 🔒