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 🔒 | ||||||||
2026Q1 买入最多
| Matson Money. Inc. | 加仓 | $627.23万 |
| Fortitude Family Office, LLC | 加仓 | $316.12万 |
| Foundry Financial LLC | 加仓 | $246.59万 |
| Merit Financial Group, LLC | 新建仓 | $203.13万 |
| Financial Plan, Inc. | 加仓 | $194.19万 |
| PINNEY & SCOFIELD, INC. | 加仓 | $185.42万 |
| Planning Center, Inc. | 加仓 | $175.91万 |
| Leading Edge Financial Planning LLC | 加仓 | $164.25万 |
| Apella Capital, LLC | 加仓 | $163.21万 |
| Creative Planning | 新建仓 | $154.30万 |
| Physician Wealth Solutions Inc. | 加仓 | $143.80万 |
| SCRATCH CAPITAL LLC | 加仓 | $127.35万 |
| Rather & Kittrell, Inc. | 加仓 | $117.45万 |
| KFG WEALTH MANAGEMENT, LLC | 加仓 | $97.39万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $96.21万 |
| Level Financial Advisors | 加仓 | $94.07万 |
| Farther Finance Advisors, LLC | 加仓 | $93.30万 |
| City State Bank | 加仓 | $92.48万 |
| Stratos Investment Management, LLC | 加仓 | $84.61万 |
| Yardley Wealth Management LLC | 加仓 | $75.52万 |
2026Q1 卖出最多
| Heirloom Wealth Management | 减仓 | -$3,770.64万 |
| Austin Wealth Management, LLC | 减仓 | -$389.30万 |
| Henrickson Nauta Wealth Advisors, Inc. | 减仓 | -$307.14万 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 清仓 | -$140.62万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 清仓 | -$137.94万 |
| Larson Financial Group LLC | 减仓 | -$137.90万 |
| Pioneer Wealth Management Group | 清仓 | -$105.05万 |
| JANE STREET GROUP, LLC | 清仓 | -$88.33万 |
| CPA Asset Management Group, LLC | 减仓 | -$75.13万 |
| Plan Group Financial, LLC | 减仓 | -$66.63万 |
| Applied Capital LLC | 清仓 | -$63.58万 |
| Geometric Wealth Advisors | 减仓 | -$59.90万 |
| Hill Investment Group Partners, LLC | 减仓 | -$47.49万 |
| StoneX Group Inc. | 清仓 | -$43.62万 |
| HRT FINANCIAL LP | 清仓 | -$32.10万 |
| Composition Wealth, LLC | 清仓 | -$31.30万 |
| Legacy Capital Wealth Partners, LLC | 清仓 | -$28.64万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$25.13万 |
| JPMORGAN CHASE & CO | 减仓 | -$23.59万 |
| SpringVest Wealth Management LLC | 清仓 | -$21.87万 |
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 |
|---|---|---|---|---|---|
| Matson Money. Inc. | 3,885,941 | $1.62亿 | 4.97% | 150,342 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,134,670 | $4,733.84万 | 0.25% | 795 | 加仓 |
| Planning Center, Inc. | 1,058,790 | $4,417.27万 | 4.48% | 42,165 | 加仓 |
| Hill Investment Group Partners, LLC | 791,225 | $3,300.99万 | 3.65% | -11,383 | 减仓 |
| PINNEY & SCOFIELD, INC. | 564,887 | $2,356.71万 | 12.71% | 44,443 | 加仓 |
| Rather & Kittrell, Inc. | 533,670 | $2,226.47万 | 3.44% | 28,153 | 加仓 |
| Leading Edge Financial Planning LLC | 515,024 | $2,148.68万 | 4.52% | 39,369 | 加仓 |
| Geometric Wealth Advisors | 511,563 | $2,134.24万 | 2.67% | -14,358 | 减仓 |
| Fortitude Family Office, LLC | 504,266 | $2,103.80万 | 4.70% | 75,772 | 加仓 |
| Stratos Investment Management, LLC | 466,060 | $1,944.40万 | 0.78% | 20,281 | 加仓 |
| Physician Wealth Solutions Inc. | 427,914 | $1,785.26万 | 7.39% | 34,468 | 加仓 |
| SCRATCH CAPITAL LLC | 349,021 | $1,456.12万 | 8.34% | 30,526 | 加仓 |
| Level Financial Advisors | 342,611 | $1,429.37万 | 3.65% | 22,549 | 加仓 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 305,143 | $1,273.06万 | 2.01% | 4,046 | 加仓 |
| Yardley Wealth Management LLC | 288,125 | $1,202.06万 | 6.16% | 18,102 | 加仓 |
| KFG WEALTH MANAGEMENT, LLC | 255,045 | $1,064.05万 | 1.38% | 23,344 | 加仓 |
| Five Oceans Advisors | 254,425 | $1,061.46万 | 3.84% | -7 | 减仓 |
| Core Wealth Management, Inc. | 253,735 | $1,058.58万 | 3.24% | 13,047 | 加仓 |
| Savant Capital, LLC | 240,173 | $1,002.00万 | 0.05% | -941 | 减仓 |
| New Dimensions Wealth Management, LLC | 235,276 | $981.57万 | 8.35% | 8,380 | 加仓 |
| MONOGRAPH WEALTH ADVISORS, LLC | 233,375 | $973.64万 | 0.92% | 9,240 | 加仓 |
| Apella Capital, LLC | 227,411 | $958.99万 | 0.14% | 38,703 | 加仓 |
| Financial Plan, Inc. | 193,415 | $806.93万 | 0.86% | 46,545 | 加仓 |
| Heirloom Wealth Management | 192,214 | $801.92万 | 1.44% | -903,797 | 减仓 |
| Austin Wealth Management, LLC | 179,713 | $752.55万 | 1.71% | -92,968 | 减仓 |
| Sterling Financial Planning, Inc. | 170,748 | $712.36万 | 2.11% | 16,057 | 加仓 |
| Forum Financial Management, LP | 163,359 | $681.54万 | 0.10% | -704 | 减仓 |
| Vestment Financial LLC | 158,546 | $668.51万 | 3.15% | 4,224 | 加仓 |
| CPA Asset Management Group, LLC | 147,462 | $615.21万 | 2.06% | -18,007 | 减仓 |
| Krilogy Financial LLC | 144,234 | $606.65万 | 0.19% | 5,948 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 136,938 | $571.30万 | 0.00% | -1,315 | 减仓 |
| Foundry Financial LLC | 119,478 | $498.46万 | 2.11% | 59,106 | 加仓 |
| GOLDMAN SACHS GROUP INC | 117,827 | $491.57万 | 0.00% | 5,107 | 加仓 |
| BCU Wealth Advisors, LLC | 116,000 | $483.95万 | 1.80% | 3,097 | 加仓 |
| Henrickson Nauta Wealth Advisors, Inc. | 110,231 | $459.89万 | 1.29% | -73,618 | 减仓 |
| Ares Financial Consulting, LLC | 104,508 | $436.01万 | 3.33% | 5,258 | 加仓 |
| McCartney Wealth Management LLC | 100,011 | $417.25万 | 3.51% | 1,563 | 加仓 |
| Porter White Investment Advisors, Inc. | 94,247 | $393.20万 | 1.57% | 4,885 | 加仓 |
| Grove Street Fiduciary, LLC | 93,188 | $388.78万 | 1.71% | -1,638 | 减仓 |
| Larson Financial Group LLC | 86,230 | $359.75万 | 0.11% | -33,054 | 减仓 |
| Farther Finance Advisors, LLC | 85,525 | $356.81万 | 0.03% | 22,363 | 加仓 |
| AWM CAPITAL, LLC | 83,841 | $349.78万 | 0.32% | -1,051 | 减仓 |
| ENTREWEALTH, LLC | 81,267 | $339.05万 | 1.52% | 6,080 | 加仓 |
| PARK AVENUE SECURITIES LLC | 78,733 | $328.50万 | 0.03% | -4,897 | 减仓 |
| Altiora Financial Group, LLC | 78,596 | $327.90万 | 0.54% | 0 | 不变 |
| ASSETMARK, INC | 70,663 | $294.81万 | 0.01% | -1,465 | 减仓 |
| Broadhurst Jeffrey B | 65,967 | $275.21万 | 2.82% | 1,744 | 加仓 |
| Balanced Rock Investment Advisors LLC | 61,553 | $256.80万 | 1.80% | 2,010 | 加仓 |
| City State Bank | 60,567 | $252.69万 | 0.66% | 22,167 | 加仓 |
| CFS Investment Advisory Services, LLC | 56,576 | $238.58万 | 0.16% | 2,635 | 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 🔒