DFLV DIMENSIONAL ETF TRUST
US LARGE CAP VAL
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 | 392 | 139,857,851 | $55.32亿 | 38 | 200 | 108 | 17 | $3.20亿 |
| 2026Q1 | 367 | 135,012,224 | $48.22亿 | 41 | 202 | 88 | 18 | $3.05亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Savant Capital, LLC | 加仓 | $1.93亿 |
| Vise Technologies, Inc. | 加仓 | $7,959.58万 |
| Root Financial Partners, LLC | 加仓 | $6,208.08万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $4,178.59万 |
| Cetera Investment Advisers | 加仓 | $2,993.29万 |
| Cerity Partners LLC | 加仓 | $2,808.34万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,534.31万 |
| ECLECTIC ASSOCIATES INC /ADV | 加仓 | $1,434.64万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $1,170.57万 |
| Private Advisory Group LLC | 新建仓 | $1,078.01万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $891.29万 |
| CPA Asset Management Group, LLC | 新建仓 | $811.24万 |
| Perigon Wealth Management, LLC | 加仓 | $751.12万 |
| VeraBank, N.A. | 加仓 | $618.74万 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 加仓 | $573.35万 |
| Modera Wealth Management, LLC | 加仓 | $566.85万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $536.83万 |
| ADVISORTRUST PARTNERS, LLC | 新建仓 | $500.88万 |
| Apollon Wealth Management, LLC | 新建仓 | $488.91万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $479.83万 |
2026Q2 卖出最多
| Corient Private Wealth LP | 减仓 | -$1.36亿 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 减仓 | -$8,909.29万 |
| Waterloo Capital, L.P. | 减仓 | -$3,253.19万 |
| HILL ISLAND FINANCIAL LLC | 减仓 | -$2,173.15万 |
| Truepoint, Inc. | 减仓 | -$959.49万 |
| Lakeshore Financial Planning, Inc. | 减仓 | -$650.34万 |
| Blue Trust, Inc. | 清仓 | -$585.20万 |
| Private Advisor Group, LLC | 减仓 | -$439.72万 |
| West Financial Advisors, LLC | 减仓 | -$396.93万 |
| Quadrature Capital Ltd | 清仓 | -$287.00万 |
| WPWealth LLP | 减仓 | -$281.46万 |
| Eldridge Investment Advisors, Inc. | 减仓 | -$251.52万 |
| EP Wealth Advisors, LLC | 减仓 | -$240.92万 |
| Mariner, LLC | 减仓 | -$230.09万 |
| Foster Group, Inc. | 减仓 | -$220.14万 |
| EnRich Financial Partners LLC | 减仓 | -$219.80万 |
| PARK AVENUE SECURITIES LLC | 减仓 | -$217.60万 |
| GEN Financial Management, INC. | 清仓 | -$206.27万 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 减仓 | -$190.01万 |
| Larson Financial Group LLC | 减仓 | -$186.26万 |
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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 25,486,113 | $10.11亿 | 2.97% | 4,863,426 | 加仓 |
| Root Financial Partners, LLC | 4,713,950 | $1.86亿 | 7.24% | 1,570,077 | 加仓 |
| Vise Technologies, Inc. | 4,593,828 | $1.82亿 | 2.06% | 2,013,044 | 加仓 |
| Cetera Investment Advisers | 4,424,238 | $1.75亿 | 0.16% | 757,028 | 加仓 |
| Foster Group, Inc. | 4,003,590 | $1.58亿 | 4.21% | -55,676 | 减仓 |
| Truepoint, Inc. | 3,343,050 | $1.32亿 | 2.76% | -242,663 | 减仓 |
| Corient Private Wealth LP | 3,318,287 | $1.31亿 | 0.18% | -3,451,734 | 减仓 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 3,140,205 | $1.24亿 | 8.33% | 145,003 | 加仓 |
| Cerity Partners LLC | 2,877,128 | $1.14亿 | 0.14% | 710,254 | 加仓 |
| EP Wealth Advisors, LLC | 2,732,777 | $1.08亿 | 0.41% | -60,930 | 减仓 |
| Pathstone Holdings, LLC | 2,586,574 | $1.02亿 | 0.30% | 33,055 | 加仓 |
| Summit Financial Strategies, Inc. | 2,481,330 | $9,811.18万 | 6.89% | 73,061 | 加仓 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,337,885 | $9,244.00万 | 0.74% | -2,253,235 | 减仓 |
| Beacon Pointe Advisors, LLC | 2,312,335 | $9,142.97万 | 0.42% | 121,301 | 加仓 |
| HighTower Advisors, LLC | 2,247,684 | $8,887.34万 | 0.09% | 86,643 | 加仓 |
| LPL Financial LLC | 1,908,901 | $7,547.80万 | 0.02% | 99,907 | 加仓 |
| DiNuzzo Private Wealth, Inc. | 1,758,222 | $6,952.01万 | 6.88% | -46,188 | 减仓 |
| BANK OF MONTREAL /CAN/ | 1,567,008 | $6,195.95万 | 0.02% | 103,226 | 加仓 |
| Apella Capital, LLC | 1,536,111 | $6,126.01万 | 0.87% | 71,379 | 加仓 |
| Quent Capital, LLC | 1,534,807 | $6,068.63万 | 3.71% | 59,154 | 加仓 |
| Index Fund Advisors, Inc. | 1,446,042 | $5,717.65万 | 2.27% | 77,692 | 加仓 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,363,899 | $5,392.86万 | 3.95% | -48,056 | 减仓 |
| MATHER GROUP, LLC. | 1,279,784 | $5,060.26万 | 0.44% | 34,873 | 加仓 |
| Mariner, LLC | 1,077,734 | $4,261.40万 | 0.04% | -58,190 | 减仓 |
| TWO SIGMA INVESTMENTS, LP | 1,056,800 | $4,178.59万 | 0.03% | 1,056,800 | 新建仓 |
| ECLECTIC ASSOCIATES INC /ADV | 1,032,580 | $4,082.88万 | 4.65% | 362,827 | 加仓 |
| Diversified Portfolios, Inc. | 1,024,846 | $4,052.24万 | 2.94% | 108,401 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,024,753 | $4,051.87万 | 0.00% | 66,311 | 加仓 |
| Destiny Wealth Partners, LLC | 988,557 | $4,021.45万 | 5.67% | -26,378 | 减仓 |
| Team Hewins, LLC | 935,378 | $3,698.48万 | 10.12% | -8,994 | 减仓 |
| GREAT OAK CAPITAL PARTNERS, LLC | 922,973 | $3,698.35万 | 7.99% | 9,267 | 加仓 |
| OneDigital Investment Advisors LLC | 923,950 | $3,653.30万 | 0.31% | -12,819 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 920,376 | $3,639.16万 | 0.01% | 135,769 | 加仓 |
| Acropolis Investment Management, LLC | 918,156 | $3,630.39万 | 1.43% | 11,311 | 加仓 |
| Tumwater Wealth Management, LLC | 906,834 | $3,585.62万 | 12.97% | 11,935 | 加仓 |
| Linscomb Wealth, Inc. | 866,940 | $3,427.88万 | 1.49% | 28,879 | 加仓 |
| EnRich Financial Partners LLC | 852,592 | $3,371.15万 | 8.01% | -55,590 | 减仓 |
| Betterment LLC | 843,473 | $3,335.10万 | 0.06% | 32,303 | 加仓 |
| Wescott Financial Advisory Group, LLC | 802,407 | $3,172.72万 | 2.46% | 40,163 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 787,192 | $3,148.77万 | 0.05% | 101,002 | 加仓 |
| Tilson Financial Group, Inc. | 788,526 | $3,117.83万 | 8.57% | 7,179 | 加仓 |
| Fort Vancouver Investment Management, LLC | 775,331 | $3,065.66万 | 14.32% | -6,504 | 减仓 |
| Lakeshore Financial Planning, Inc. | 767,113 | $3,033.17万 | 9.76% | -164,476 | 减仓 |
| WPWealth LLP | 754,491 | $2,983.26万 | 4.43% | -71,184 | 减仓 |
| ACORN CREEK CAPITAL LLC | 747,506 | $2,955.64万 | 9.88% | -43,852 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 736,899 | $2,913.70万 | 0.01% | 121,354 | 加仓 |
| TOBIAS FINANCIAL ADVISORS, INC. | 715,031 | $2,827.23万 | 3.59% | 23,840 | 加仓 |
| VeraBank, N.A. | 710,583 | $2,809.65万 | 4.65% | 156,485 | 加仓 |
| STAGE HARBOR FINANCIAL, LLC | 703,973 | $2,783.51万 | 16.08% | 36,790 | 加仓 |
| Wealth Architects, LLC | 686,834 | $2,715.75万 | 2.14% | -9,928 | 减仓 |
内部人交易（Form 4）
DFLV 董事、高管和大股东的最新买卖申报。专业版可看 🔒