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 🔒 | ||||||||
2026Q2 买入最多
| JONES FINANCIAL COMPANIES LLLP | 新建仓 | $2,635.03万 |
| Forum Financial Management, LP | 加仓 | $1,455.81万 |
| Integrated Wealth Concepts LLC | 加仓 | $1,451.59万 |
| MASECO LLP | 加仓 | $1,399.84万 |
| Wealth Advisors Northwest LLC | 加仓 | $1,131.86万 |
| OLD MISSION CAPITAL LLC | 新建仓 | $1,050.38万 |
| Allworth Financial LP | 加仓 | $881.58万 |
| Apella Capital, LLC | 加仓 | $774.85万 |
| Integrity Advisory Solutions, LLC | 加仓 | $742.92万 |
| Visionary Wealth Advisors | 新建仓 | $714.51万 |
| Beaird Harris Wealth Management, LLC | 加仓 | $602.83万 |
| Mission Hills Financial Advisory, LLC | 新建仓 | $579.29万 |
| STOLZ & ASSOCIATES, PS | 加仓 | $555.25万 |
| VESTIA PERSONAL WEALTH ADVISORS | 加仓 | $553.85万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $511.55万 |
| CURIO WEALTH, LLC | 加仓 | $504.38万 |
| von Borstel & Associates, Inc. | 加仓 | $494.05万 |
| Vise Technologies, Inc. | 加仓 | $407.04万 |
| Root Financial Partners, LLC | 加仓 | $403.69万 |
| TCI Wealth Advisors, Inc. | 加仓 | $385.09万 |
2026Q2 卖出最多
| JANE STREET GROUP, LLC | 重新持有 | -$959.94万 |
| Pandowealth. LLC | 减仓 | -$854.55万 |
| WPWealth LLP | 减仓 | -$606.39万 |
| PENOBSCOT WEALTH MANAGEMENT | 减仓 | -$342.19万 |
| Symmetry Partners, LLC | 减仓 | -$228.53万 |
| CreativeOne Wealth, LLC | 减仓 | -$115.78万 |
| Merit Financial Group, LLC | 减仓 | -$114.42万 |
| Farther Finance Advisors, LLC | 减仓 | -$110.39万 |
| Brookstone Capital Management | 清仓 | -$97.50万 |
| PARK AVENUE SECURITIES LLC | 减仓 | -$81.58万 |
| MASTER'S WEALTH MANAGEMENT INC. | 减仓 | -$81.55万 |
| Beacon Pointe Advisors, LLC | 减仓 | -$77.12万 |
| TRUIST FINANCIAL CORP | 减仓 | -$64.49万 |
| Private Advisor Group, LLC | 减仓 | -$46.76万 |
| IHT Wealth Management, LLC | 清仓 | -$44.46万 |
| Fisher Asset Management, LLC | 清仓 | -$40.49万 |
| Johnson Wealth Management, LLC | 清仓 | -$36.15万 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 减仓 | -$28.44万 |
| Axis Wealth Partners, LLC | 清仓 | -$28.19万 |
| Advyzon Investment Management, LLC | 清仓 | -$25.02万 |
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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 6,807,681 | $3.71亿 | 4.76% | 267,318 | 加仓 |
| MASECO LLP | 4,107,724 | $2.24亿 | 6.29% | 257,087 | 加仓 |
| Symmetry Partners, LLC | 2,499,991 | $1.36亿 | 6.94% | -41,962 | 减仓 |
| von Borstel & Associates, Inc. | 1,616,680 | $8,804.40万 | 18.05% | 90,718 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,170,296 | $6,373.43万 | 0.30% | -14,160 | 减仓 |
| WPWealth LLP | 1,076,585 | $5,863.08万 | 8.70% | -111,346 | 减仓 |
| Ruedi Wealth Management, Inc. | 1,053,280 | $5,736.16万 | 13.46% | 60,240 | 加仓 |
| CURIO WEALTH, LLC | 930,622 | $5,068.17万 | 15.73% | 92,615 | 加仓 |
| Integrity Advisory Solutions, LLC | 916,984 | $4,993.90万 | 5.14% | 136,415 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 857,514 | $4,670.02万 | 0.44% | 0 | 不变 |
| PENOBSCOT WEALTH MANAGEMENT | 841,792 | $4,584.40万 | 12.26% | -62,833 | 减仓 |
| Beaird Harris Wealth Management, LLC | 743,391 | $4,048.51万 | 2.54% | 110,692 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 712,638 | $3,881.03万 | 0.01% | 27,495 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 708,687 | $3,859.51万 | 0.00% | 93,932 | 加仓 |
| TCI Wealth Advisors, Inc. | 685,446 | $3,732.94万 | 1.62% | 70,711 | 加仓 |
| INTEGRITY ALLIANCE, LLC. | 649,402 | $3,536.65万 | 1.11% | 33,865 | 加仓 |
| AE Wealth Management LLC | 610,795 | $3,326.39万 | 0.16% | 27,232 | 加仓 |
| Allworth Financial LP | 597,304 | $3,252.92万 | 0.14% | 161,877 | 加仓 |
| MilWealth Group LLC | 556,533 | $3,030.88万 | 6.46% | 44,184 | 加仓 |
| Integrated Wealth Concepts LLC | 554,217 | $3,018.26万 | 0.15% | 266,543 | 加仓 |
| Wealth Advisors Northwest LLC | 538,423 | $2,932.25万 | 10.00% | 207,833 | 加仓 |
| Straight Path Wealth Management | 517,408 | $2,817.80万 | 6.59% | 28,509 | 加仓 |
| DiNuzzo Private Wealth, Inc. | 502,670 | $2,737.54万 | 2.71% | 42,368 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 482,694 | $2,635.03万 | 0.01% | 482,694 | 新建仓 |
| RFG Advisory, LLC | 461,737 | $2,514.62万 | 0.39% | 23,253 | 加仓 |
| United Wealth Management, LLC | 448,547 | $2,442.79万 | 5.50% | 24,488 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 436,461 | $2,376.97万 | 0.03% | 39,254 | 加仓 |
| Quantum Financial Advisors, LLC | 392,244 | $2,136.16万 | 1.86% | 67,880 | 加仓 |
| STOLZ & ASSOCIATES, PS | 380,781 | $2,073.73万 | 12.94% | 101,955 | 加仓 |
| Midwest Heritage Bank, FSB | 360,392 | $1,962.70万 | 5.56% | 14,407 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 322,380 | $1,755.68万 | 0.13% | 24,054 | 加仓 |
| Outbound Financial Inc | 307,636 | $1,675.39万 | 10.85% | 24,594 | 加仓 |
| TruNorth Capital Management, LLC | 298,155 | $1,623.75万 | 2.61% | 21,565 | 加仓 |
| Savant Capital, LLC | 285,337 | $1,553.95万 | 0.05% | 67,532 | 加仓 |
| Gradient Capital Advisors, LLC | 234,833 | $1,278.90万 | 2.96% | 17,831 | 加仓 |
| Wheels Up Wealth, Inc. | 228,468 | $1,244.24万 | 10.55% | 14,239 | 加仓 |
| Meredith Wealth Planning | 228,393 | $1,243.83万 | 2.94% | 30,534 | 加仓 |
| GeoWealth Management, LLC | 213,656 | $1,163.57万 | 0.37% | 6,843 | 加仓 |
| Dynamic Advisor Solutions LLC | 197,120 | $1,073.51万 | 0.30% | -2,429 | 减仓 |
| GRAND WEALTH MANAGEMENT, LLC | 196,912 | $1,072.38万 | 4.47% | 16,066 | 加仓 |
| OLD MISSION CAPITAL LLC | 192,871 | $1,050.38万 | 0.17% | 192,871 | 新建仓 |
| Archford Capital Strategies, LLC | 191,581 | $1,043.35万 | 1.06% | 7,194 | 加仓 |
| Modera Wealth Management, LLC | 186,495 | $1,015.65万 | 0.11% | -1,678 | 减仓 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 184,792 | $1,006.38万 | 0.00% | 0 | 不变 |
| Fort Vancouver Investment Management, LLC | 183,660 | $1,000.21万 | 4.67% | 15,219 | 加仓 |
| Signature Resources Capital Management, LLC | 174,708 | $951.46万 | 3.75% | 17,307 | 加仓 |
| FIDUCIARY FINANCIAL ADVISORS | 173,102 | $942.59万 | 0.96% | 60,754 | 加仓 |
| Betterment LLC | 170,324 | $927.60万 | 0.02% | 14,113 | 加仓 |
| Apella Capital, LLC | 167,820 | $910.00万 | 0.13% | 142,896 | 加仓 |
| CSP Financial Group, LLC | 166,233 | $905.31万 | 7.72% | 15,219 | 加仓 |
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 🔒