DFGR DIMENSIONAL ETF TRUST
GLOBAL REAL EST
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 | 339 | 106,069,316 | $30.74亿 | 29 | 203 | 72 | 10 | $1.89亿 |
| 2026Q1 | 318 | 100,332,717 | $26.68亿 | 24 | 204 | 65 | 14 | $2.02亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Savant Capital, LLC | 加仓 | $6,138.99万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $4,521.42万 |
| Forum Financial Management, LP | 加仓 | $2,346.91万 |
| JMG Financial Group, Ltd. | 加仓 | $1,707.64万 |
| JANE STREET GROUP, LLC | 加仓 | $1,060.92万 |
| Elser Financial Planning, Inc | 新建仓 | $974.38万 |
| BRIGHTON JONES LLC | 加仓 | $497.09万 |
| Allworth Financial LP | 加仓 | $398.57万 |
| GREAT LAKES ADVISORS, LLC | 加仓 | $396.76万 |
| TCI Wealth Advisors, Inc. | 加仓 | $345.99万 |
| CWM, LLC | 加仓 | $332.66万 |
| McLean Asset Management Corp | 加仓 | $318.23万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $298.32万 |
| Evanson Asset Management, LLC | 加仓 | $296.63万 |
| Rockwood Wealth Management, LLC | 加仓 | $279.86万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $279.22万 |
| Summit Financial Strategies, Inc. | 加仓 | $278.21万 |
| LifeGuide Financial Advisors, LLC | 加仓 | $257.60万 |
| Creative Capital Management Investments LLC | 加仓 | $247.28万 |
| MASECO LLP | 加仓 | $224.96万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$2,079.57万 |
| Arax Advisory Partners | 减仓 | -$1,302.90万 |
| CITADEL ADVISORS LLC | 清仓 | -$858.90万 |
| McMill Wealth Management | 清仓 | -$579.96万 |
| Henrickson Nauta Wealth Advisors, Inc. | 减仓 | -$344.89万 |
| Beacon Pointe Advisors, LLC | 减仓 | -$269.43万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$240.30万 |
| Parkshore Wealth Management, Inc. | 减仓 | -$207.20万 |
| Wescott Financial Advisory Group, LLC | 减仓 | -$173.61万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$128.38万 |
| Trust Co of the South | 清仓 | -$125.85万 |
| KFG WEALTH MANAGEMENT, LLC | 减仓 | -$125.78万 |
| EP Wealth Advisors, LLC | 减仓 | -$101.88万 |
| Wealthcare Advisory Partners LLC | 减仓 | -$82.10万 |
| LJI Wealth Management, LLC | 清仓 | -$77.18万 |
| IFG Advisory, LLC | 重新持有 | -$71.21万 |
| SOL Capital Management CO | 清仓 | -$68.70万 |
| BWM Planning, LLC | 减仓 | -$66.81万 |
| EverSource Wealth Advisors, LLC | 减仓 | -$63.44万 |
| Vistica Wealth Advisors, LLC | 减仓 | -$62.31万 |
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 | 17,521,862 | $4.66亿 | 6.59% | 882,960 | 加仓 |
| Savant Capital, LLC | 12,749,013 | $3.39亿 | 1.64% | 2,309,628 | 加仓 |
| JMG Financial Group, Ltd. | 6,344,111 | $1.69亿 | 4.64% | 642,453 | 加仓 |
| Focus Partners Wealth | 4,074,640 | $1.08亿 | 0.12% | 68,769 | 加仓 |
| BRIGHTON JONES LLC | 2,798,216 | $7,437.66万 | 1.64% | 187,016 | 加仓 |
| TCI Wealth Advisors, Inc. | 2,784,684 | $7,401.69万 | 3.93% | 130,168 | 加仓 |
| Wealthspire Advisors, LLC | 2,755,256 | $7,323.47万 | 0.58% | 12,562 | 加仓 |
| LifeGuide Financial Advisors, LLC | 2,509,620 | $6,670.57万 | 21.33% | 96,914 | 加仓 |
| DiNuzzo Private Wealth, Inc. | 1,839,517 | $4,889.44万 | 5.27% | 23,588 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 1,777,101 | $4,702.38万 | 0.47% | 1,708,715 | 加仓 |
| MASECO LLP | 1,556,109 | $4,133.03万 | 1.30% | 84,700 | 加仓 |
| LPL Financial LLC | 1,218,381 | $3,238.46万 | 0.01% | 51,455 | 加仓 |
| Rather & Kittrell, Inc. | 1,109,900 | $2,950.11万 | 4.55% | 80,183 | 加仓 |
| Summit Financial Strategies, Inc. | 1,062,100 | $2,823.06万 | 2.22% | 104,670 | 加仓 |
| Rockwood Wealth Management, LLC | 1,006,511 | $2,675.31万 | 1.91% | 105,290 | 加仓 |
| WPWealth LLP | 963,275 | $2,560.39万 | 3.91% | 31,818 | 加仓 |
| Financial Plan, Inc. | 927,539 | $2,465.40万 | 2.64% | 76,186 | 加仓 |
| Wescott Financial Advisory Group, LLC | 908,162 | $2,413.89万 | 2.12% | -65,315 | 减仓 |
| Guardian Wealth Management, LLC | 905,321 | $2,406.34万 | 7.30% | 31,854 | 加仓 |
| Creative Capital Management Investments LLC | 898,626 | $2,388.55万 | 6.85% | 93,031 | 加仓 |
| Great Waters Wealth Management | 888,367 | $2,361.28万 | 2.50% | 57,214 | 加仓 |
| Index Fund Advisors, Inc. | 881,680 | $2,343.51万 | 1.05% | 24,973 | 加仓 |
| Verisail Partners, LLC | 862,304 | $2,292.00万 | 9.30% | 17,784 | 加仓 |
| OneDigital Investment Advisors LLC | 820,150 | $2,179.96万 | 0.21% | 17,736 | 加仓 |
| Beacon Pointe Advisors, LLC | 813,973 | $2,163.54万 | 0.11% | -101,364 | 减仓 |
| CWM, LLC | 705,922 | $1,876.34万 | 0.05% | 125,154 | 加仓 |
| RS CRUM INC. | 665,326 | $1,768.44万 | 3.42% | 24,251 | 加仓 |
| Quantum Financial Advisors, LLC | 646,029 | $1,717.15万 | 1.69% | -9,084 | 减仓 |
| Wealth Management Nebraska | 620,513 | $1,649.33万 | 1.67% | 57,538 | 加仓 |
| Integris Wealth Management, LLC | 610,267 | $1,622.09万 | 3.73% | 15,999 | 加仓 |
| Private Wealth Management Group, LLC | 608,166 | $1,616.51万 | 4.24% | 38,840 | 加仓 |
| JANE STREET GROUP, LLC | 601,668 | $1,599.23万 | 0.00% | 399,142 | 加仓 |
| Corient Private Wealth LP | 583,571 | $1,551.13万 | 0.02% | -782,383 | 减仓 |
| Level Financial Advisors | 582,284 | $1,547.71万 | 3.95% | 52,616 | 加仓 |
| Evanson Asset Management, LLC | 562,453 | $1,495.00万 | 0.81% | 111,599 | 加仓 |
| Planning Center, Inc. | 547,107 | $1,454.21万 | 1.47% | -2,182 | 减仓 |
| Aspen Capital Management, LLC | 546,636 | $1,452.96万 | 3.60% | 5,648 | 加仓 |
| Syverson Strege & Co | 476,086 | $1,265.44万 | 3.04% | 610 | 加仓 |
| Geometric Wealth Advisors | 444,723 | $1,182.07万 | 1.48% | 21,212 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 439,043 | $1,166.98万 | 0.02% | 20,285 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 434,842 | $1,155.81万 | 0.18% | 105,050 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 411,583 | $1,093.99万 | 0.12% | 112,233 | 加仓 |
| Sprinkle Financial Consultants LLC | 375,364 | $997.72万 | 4.60% | 19,171 | 加仓 |
| Elser Financial Planning, Inc | 364,322 | $974.38万 | 0.47% | 364,322 | 新建仓 |
| Apella Capital, LLC | 330,207 | $956.61万 | 0.14% | 6,567 | 加仓 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 359,686 | $956.05万 | 5.48% | 11,864 | 加仓 |
| American Investment Services, Inc. | 358,613 | $953.19万 | 2.13% | 23,979 | 加仓 |
| XY Planning Network, Inc. | 346,201 | $925.74万 | 1.48% | 36,155 | 加仓 |
| Allworth Financial LP | 338,740 | $900.37万 | 0.04% | 149,950 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 336,697 | $894.94万 | 0.00% | 65,995 | 加仓 |
内部人交易（Form 4）
DFGR 董事、高管和大股东的最新买卖申报。专业版可看 🔒