DFGP DIMENSIONAL ETF TRUST
GLOBAL CORE PLUS
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 | 184 | 42,225,357 | $22.91亿 | 17 | 123 | 28 | 10 | $2.20亿 |
| 2026Q1 | 175 | 37,830,419 | $20.42亿 | 25 | 112 | 19 | 12 | $1.84亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MASECO LLP | 加仓 | $2,494.74万 |
| Forum Financial Management, LP | 加仓 | $1,508.55万 |
| Allworth Financial LP | 加仓 | $1,213.04万 |
| Beaird Harris Wealth Management, LLC | 加仓 | $1,105.42万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 新建仓 | $997.69万 |
| Fort Vancouver Investment Management, LLC | 新建仓 | $909.41万 |
| AA Financial Advisors, LLC | 新建仓 | $825.34万 |
| von Borstel & Associates, Inc. | 加仓 | $742.46万 |
| STOLZ & ASSOCIATES, PS | 加仓 | $614.43万 |
| VESTIA PERSONAL WEALTH ADVISORS | 新建仓 | $544.42万 |
| Integrity Advisory Solutions, LLC | 加仓 | $453.54万 |
| Savant Capital, LLC | 加仓 | $446.90万 |
| CURIO WEALTH, LLC | 加仓 | $407.98万 |
| Midwest Heritage Bank, FSB | 加仓 | $404.28万 |
| Ruedi Wealth Management, Inc. | 加仓 | $400.18万 |
| Symmetry Partners, LLC | 加仓 | $379.46万 |
| Meredith Wealth Planning | 加仓 | $355.36万 |
| Professional Financial Advisors, LLC | 新建仓 | $354.27万 |
| WPWealth LLP | 加仓 | $321.95万 |
| United Wealth Management, LLC | 加仓 | $291.82万 |
2026Q1 卖出最多
| Archer Investment Management, LLC | 清仓 | -$951.71万 |
| Thrivent Financial for Lutherans | 清仓 | -$537.00万 |
| Wolfstich Capital, LLC | 清仓 | -$471.61万 |
| Kestra Investment Management, LLC | 清仓 | -$305.67万 |
| Foundry Financial LLC | 减仓 | -$189.54万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$103.78万 |
| Investor's Fiduciary Advisor Network, LLC | 清仓 | -$99.80万 |
| Equita Financial Network, Inc. | 清仓 | -$98.98万 |
| Merit Financial Group, LLC | 减仓 | -$62.58万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$49.66万 |
| MASTER'S WEALTH MANAGEMENT INC. | 减仓 | -$46.89万 |
| Virtu Financial LLC | 清仓 | -$41.00万 |
| Ameritas Advisory Services, LLC | 清仓 | -$34.69万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$23.50万 |
| Creative Planning | 清仓 | -$23.40万 |
| Clearstead Advisors, LLC | 清仓 | -$22.84万 |
| Acorn Wealth Advisors, LLC | 减仓 | -$20.84万 |
| TRUIST FINANCIAL CORP | 减仓 | -$17.65万 |
| Optimus Capital Advisors, LLC | 减仓 | -$15.43万 |
| UBS Group AG | 重新持有 | -$15.00万 |
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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 6,540,363 | $3.53亿 | 5.00% | 279,412 | 加仓 |
| MASECO LLP | 3,850,637 | $2.08亿 | 6.52% | 462,160 | 加仓 |
| Symmetry Partners, LLC | 2,541,953 | $1.37亿 | 7.84% | 70,283 | 加仓 |
| von Borstel & Associates, Inc. | 1,525,962 | $8,238.60万 | 18.85% | 137,520 | 加仓 |
| WPWealth LLP | 1,187,931 | $6,413.64万 | 9.80% | 59,631 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,184,456 | $6,394.88万 | 0.34% | 8,712 | 加仓 |
| Ruedi Wealth Management, Inc. | 993,040 | $5,361.42万 | 13.81% | 74,122 | 加仓 |
| PENOBSCOT WEALTH MANAGEMENT | 904,625 | $4,884.07万 | 14.43% | 45,651 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 857,514 | $4,629.72万 | 0.51% | 16,052 | 加仓 |
| CURIO WEALTH, LLC | 838,007 | $4,524.40万 | 15.46% | 75,566 | 加仓 |
| Integrity Advisory Solutions, LLC | 780,569 | $4,214.30万 | 5.57% | 84,005 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 685,143 | $3,699.09万 | 0.01% | 36,417 | 加仓 |
| Beaird Harris Wealth Management, LLC | 632,699 | $3,415.94万 | 2.32% | 204,745 | 加仓 |
| INTEGRITY ALLIANCE, LLC. | 615,537 | $3,323.28万 | 1.26% | 49,362 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 614,755 | $3,319.06万 | 0.00% | -19,222 | 减仓 |
| TCI Wealth Advisors, Inc. | 614,735 | $3,318.95万 | 1.76% | 10,823 | 加仓 |
| AE Wealth Management LLC | 583,563 | $3,150.66万 | 0.17% | 18,891 | 加仓 |
| MilWealth Group LLC | 512,349 | $2,766.17万 | 6.58% | 14,592 | 加仓 |
| Straight Path Wealth Management | 488,899 | $2,639.56万 | 7.05% | 53,257 | 加仓 |
| DiNuzzo Private Wealth, Inc. | 460,302 | $2,485.17万 | 2.68% | 23,805 | 加仓 |
| RFG Advisory, LLC | 438,484 | $2,367.38万 | 0.43% | 19,440 | 加仓 |
| Allworth Financial LP | 435,427 | $2,350.87万 | 0.10% | 224,679 | 加仓 |
| United Wealth Management, LLC | 424,059 | $2,289.49万 | 5.69% | 54,051 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 397,207 | $2,144.52万 | 0.03% | 23,126 | 加仓 |
| Midwest Heritage Bank, FSB | 345,985 | $1,867.97万 | 5.99% | 74,881 | 加仓 |
| Wealth Advisors Northwest LLC | 330,590 | $1,784.86万 | 7.49% | 35,661 | 加仓 |
| Quantum Financial Advisors, LLC | 324,364 | $1,751.24万 | 1.73% | 33,135 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 298,326 | $1,610.66万 | 0.10% | 49,609 | 加仓 |
| Integrated Wealth Concepts LLC | 287,674 | $1,553.15万 | 0.12% | 6,754 | 加仓 |
| Outbound Financial Inc | 283,042 | $1,528.14万 | 11.46% | 15,085 | 加仓 |
| STOLZ & ASSOCIATES, PS | 278,826 | $1,517.50万 | 10.59% | 112,896 | 加仓 |
| TruNorth Capital Management, LLC | 276,590 | $1,493.31万 | 2.86% | 6,189 | 加仓 |
| Savant Capital, LLC | 217,805 | $1,175.93万 | 0.06% | 82,775 | 加仓 |
| Gradient Capital Advisors, LLC | 217,002 | $1,171.59万 | 3.04% | 52,666 | 加仓 |
| Wheels Up Wealth, Inc. | 214,229 | $1,156.62万 | 10.87% | 5,050 | 加仓 |
| GeoWealth Management, LLC | 206,813 | $1,116.58万 | 0.40% | 27,133 | 加仓 |
| Dynamic Advisor Solutions LLC | 199,549 | $1,077.37万 | 0.34% | 17,852 | 加仓 |
| Meredith Wealth Planning | 197,859 | $1,068.24万 | 2.89% | 65,820 | 加仓 |
| Modera Wealth Management, LLC | 188,173 | $1,015.95万 | 0.12% | 283 | 加仓 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 184,792 | $997.69万 | 0.00% | 184,792 | 新建仓 |
| Archford Capital Strategies, LLC | 184,387 | $995.51万 | 1.14% | 32,992 | 加仓 |
| GRAND WEALTH MANAGEMENT, LLC | 180,846 | $976.39万 | 4.60% | 24,152 | 加仓 |
| Fort Vancouver Investment Management, LLC | 168,441 | $909.41万 | 4.62% | 168,441 | 新建仓 |
| Pandowealth. LLC | 164,247 | $886.77万 | 5.05% | 9,051 | 加仓 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 162,187 | $875.65万 | 5.02% | 2,646 | 加仓 |
| PARK AVENUE SECURITIES LLC | 158,902 | $857.90万 | 0.07% | 26,095 | 加仓 |
| Signature Resources Capital Management, LLC | 157,401 | $849.81万 | 4.03% | 14,058 | 加仓 |
| Betterment LLC | 156,211 | $843.40万 | 0.02% | 14,344 | 加仓 |
| AA Financial Advisors, LLC | 152,869 | $825.34万 | 1.16% | 152,869 | 新建仓 |
| CSP Financial Group, LLC | 151,014 | $815.33万 | 8.35% | — | — |
内部人交易（Form 4）
DFGP 董事、高管和大股东的最新买卖申报。专业版可看 🔒