DFIP DIMENSIONAL ETF TRUST
INFLATION PROTE
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 | 167 | 19,316,203 | $7.97亿 | 6 | 94 | 41 | 8 | $4,321.25万 |
| 2026Q1 | 165 | 18,229,566 | $7.61亿 | 20 | 74 | 45 | 13 | -$1,119.16万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Matson Money. Inc. | 加仓 | $897.59万 |
| Wealthspire Advisors, LLC | 新建仓 | $413.97万 |
| FLOW TRADERS U.S. LLC | 新建仓 | $360.80万 |
| BRIGHTON JONES LLC | 加仓 | $285.14万 |
| Leading Edge Financial Planning LLC | 加仓 | $270.47万 |
| Core Wealth Management, Inc. | 加仓 | $254.16万 |
| Rather & Kittrell, Inc. | 加仓 | $219.33万 |
| PINNEY & SCOFIELD, INC. | 加仓 | $209.04万 |
| Beacon Pointe Advisors, LLC | 加仓 | $195.91万 |
| Fortitude Family Office, LLC | 加仓 | $163.65万 |
| Financial Plan, Inc. | 加仓 | $156.37万 |
| Physician Wealth Solutions Inc. | 加仓 | $143.62万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $117.70万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $117.54万 |
| Saxony Capital Management, LLC | 加仓 | $112.48万 |
| Yardley Wealth Management LLC | 加仓 | $111.12万 |
| Planning Center, Inc. | 加仓 | $110.33万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $105.34万 |
| Stratos Investment Management, LLC | 加仓 | $100.06万 |
| Savant Capital, LLC | 加仓 | $97.54万 |
2026Q2 卖出最多
| CPA Asset Management Group, LLC | 减仓 | -$505.49万 |
| Krilogy Financial LLC | 减仓 | -$475.31万 |
| Broadhurst Jeffrey B | 清仓 | -$275.21万 |
| Larson Financial Group LLC | 减仓 | -$208.58万 |
| CITADEL ADVISORS LLC | 重新持有 | -$157.76万 |
| ROYAL BANK OF CANADA | 减仓 | -$128.30万 |
| Hill Investment Group Partners, LLC | 减仓 | -$89.47万 |
| Forum Financial Management, LP | 减仓 | -$69.52万 |
| GTS SECURITIES LLC | 清仓 | -$39.55万 |
| Verisail Partners, LLC | 清仓 | -$22.97万 |
| Berger Financial Group, Inc | 清仓 | -$20.10万 |
| Plan Group Financial, LLC | 减仓 | -$16.27万 |
| HFG Wealth Management, LLC | 减仓 | -$15.28万 |
| Heirloom Wealth Management | 减仓 | -$14.19万 |
| Root Financial Partners, LLC | 减仓 | -$13.69万 |
| SageView Advisory Group, LLC | 减仓 | -$12.26万 |
| Shearwater Capital LLC | 减仓 | -$11.94万 |
| EP Wealth Advisors, LLC | 重新持有 | -$11.52万 |
| Creative Planning | 减仓 | -$9.50万 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 减仓 | -$9.43万 |
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 |
|---|---|---|---|---|---|
| Matson Money. Inc. | 4,102,699 | $1.70亿 | 4.73% | 216,758 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,182,158 | $4,876.99万 | 0.23% | 47,488 | 加仓 |
| Planning Center, Inc. | 1,085,533 | $4,478.37万 | 4.23% | 26,743 | 加仓 |
| Hill Investment Group Partners, LLC | 769,537 | $3,174.72万 | 3.24% | -21,688 | 减仓 |
| PINNEY & SCOFIELD, INC. | 615,557 | $2,539.48万 | 12.42% | 50,670 | 加仓 |
| Rather & Kittrell, Inc. | 586,834 | $2,420.98万 | 3.38% | 53,164 | 加仓 |
| Leading Edge Financial Planning LLC | 580,584 | $2,395.20万 | 4.27% | 65,560 | 加仓 |
| Fortitude Family Office, LLC | 543,933 | $2,244.00万 | 4.35% | 39,667 | 加仓 |
| Geometric Wealth Advisors | 531,015 | $2,190.70万 | 2.37% | 19,452 | 加仓 |
| Stratos Investment Management, LLC | 490,315 | $2,022.80万 | 0.73% | 24,255 | 加仓 |
| Physician Wealth Solutions Inc. | 462,726 | $1,908.97万 | 7.24% | 34,812 | 加仓 |
| Level Financial Advisors | 362,625 | $1,496.01万 | 3.34% | 20,014 | 加仓 |
| SCRATCH CAPITAL LLC | 350,137 | $1,444.49万 | 7.17% | 1,116 | 加仓 |
| Core Wealth Management, Inc. | 315,342 | $1,300.94万 | 3.66% | 61,607 | 加仓 |
| Yardley Wealth Management LLC | 315,060 | $1,299.78万 | 5.90% | 26,935 | 加仓 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 310,187 | $1,279.68万 | 1.82% | 5,044 | 加仓 |
| KFG WEALTH MANAGEMENT, LLC | 264,903 | $1,092.86万 | 1.23% | 9,858 | 加仓 |
| Savant Capital, LLC | 263,878 | $1,085.76万 | 0.03% | 23,705 | 加仓 |
| New Dimensions Wealth Management, LLC | 256,742 | $1,059.19万 | 8.00% | 21,466 | 加仓 |
| Five Oceans Advisors | 254,425 | $1,049.63万 | 3.37% | 0 | 不变 |
| MONOGRAPH WEALTH ADVISORS, LLC | 237,163 | $978.42万 | 0.80% | 3,788 | 加仓 |
| Apella Capital, LLC | 233,025 | $959.71万 | 0.14% | 5,614 | 加仓 |
| Financial Plan, Inc. | 231,318 | $954.30万 | 0.91% | 37,903 | 加仓 |
| Heirloom Wealth Management | 188,774 | $778.79万 | 1.13% | -3,440 | 减仓 |
| Austin Wealth Management, LLC | 181,479 | $747.96万 | 1.58% | 1,766 | 加仓 |
| Sterling Financial Planning, Inc. | 179,710 | $741.40万 | 2.02% | 8,962 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 162,472 | $670.28万 | 0.00% | 25,534 | 加仓 |
| Vestment Financial LLC | 159,371 | $655.97万 | 2.94% | 825 | 加仓 |
| Forum Financial Management, LP | 146,508 | $604.42万 | 0.08% | -16,851 | 减仓 |
| GOLDMAN SACHS GROUP INC | 146,317 | $603.63万 | 0.00% | 28,490 | 加仓 |
| Foundry Financial LLC | 138,594 | $571.77万 | 1.93% | 19,116 | 加仓 |
| BCU Wealth Advisors, LLC | 127,636 | $526.56万 | 1.75% | 11,636 | 加仓 |
| Henrickson Nauta Wealth Advisors, Inc. | 125,241 | $516.68万 | 1.26% | 15,010 | 加仓 |
| Ares Financial Consulting, LLC | 108,404 | $447.22万 | 3.11% | 3,896 | 加仓 |
| McCartney Wealth Management LLC | 106,130 | $437.84万 | 3.32% | 6,119 | 加仓 |
| Wealthspire Advisors, LLC | 100,344 | $413.97万 | 0.02% | 100,344 | 新建仓 |
| PARK AVENUE SECURITIES LLC | 97,723 | $403.20万 | 0.03% | 18,990 | 加仓 |
| Porter White Investment Advisors, Inc. | 97,595 | $402.63万 | 1.55% | 3,348 | 加仓 |
| AWM CAPITAL, LLC | 97,231 | $401.13万 | 0.32% | 13,390 | 加仓 |
| Farther Finance Advisors, LLC | 96,227 | $396.99万 | 0.03% | 10,702 | 加仓 |
| Grove Street Fiduciary, LLC | 92,861 | $383.10万 | 1.62% | -327 | 减仓 |
| ENTREWEALTH, LLC | 92,575 | $375.16万 | 1.39% | 11,308 | 加仓 |
| FLOW TRADERS U.S. LLC | 87,453 | $360.80万 | 0.15% | 87,453 | 新建仓 |
| Altiora Financial Group, LLC | 78,994 | $325.89万 | 0.51% | 398 | 加仓 |
| City State Bank | 77,711 | $320.60万 | 0.73% | 17,144 | 加仓 |
| Amicus Financial Advisors, LLC | 77,154 | $318.30万 | 0.78% | 21,316 | 加仓 |
| ASSETMARK, INC | 76,723 | $316.52万 | 0.01% | 6,060 | 加仓 |
| BRIGHTON JONES LLC | 74,292 | $306.49万 | 0.06% | 69,116 | 加仓 |
| Balanced Rock Investment Advisors LLC | 69,050 | $284.87万 | 1.78% | 7,497 | 加仓 |
| MB Generational Wealth, LLC | 65,950 | $272.08万 | 1.33% | 10,875 | 加仓 |
内部人交易（Form 4）
DFIP 董事、高管和大股东的最新买卖申报。专业版可看 🔒