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 🔒 | ||||||||
2026Q1 买入最多
| Savant Capital, LLC | 加仓 | $1.12亿 |
| Cetera Investment Advisers | 加仓 | $4,806.48万 |
| Waterloo Capital, L.P. | 新建仓 | $3,011.03万 |
| West Financial Advisors, LLC | 新建仓 | $2,041.88万 |
| Compass Advisory Group LLC | 新建仓 | $1,979.66万 |
| Clearstead Advisors, LLC | 加仓 | $1,898.00万 |
| Linscomb Wealth, Inc. | 加仓 | $1,634.85万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,591.09万 |
| Lakeshore Financial Planning, Inc. | 加仓 | $1,482.72万 |
| Cerity Partners LLC | 加仓 | $1,450.79万 |
| Root Financial Partners, LLC | 加仓 | $1,427.20万 |
| EXENCIAL WEALTH ADVISORS, LLC | 加仓 | $1,360.81万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $1,332.09万 |
| McKinley Carter Wealth Services, Inc. | 新建仓 | $1,116.43万 |
| WJ Wealth Management, LLC | 新建仓 | $852.07万 |
| LPL Financial LLC | 加仓 | $788.78万 |
| Summit Financial Strategies, Inc. | 加仓 | $739.33万 |
| Mariner, LLC | 加仓 | $690.66万 |
| Truepoint, Inc. | 加仓 | $626.16万 |
| CWM, LLC | 加仓 | $601.85万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$1.95亿 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1,862.95万 |
| EP Wealth Advisors, LLC | 减仓 | -$1,189.73万 |
| Francis Financial, Inc. | 减仓 | -$873.27万 |
| Wolfstich Capital, LLC | 减仓 | -$411.97万 |
| Composition Wealth, LLC | 减仓 | -$331.61万 |
| Foster Group, Inc. | 减仓 | -$299.43万 |
| SOL Capital Management CO | 清仓 | -$220.00万 |
| WPWealth LLP | 减仓 | -$218.03万 |
| FinDec Wealth Services, Inc. | 减仓 | -$213.17万 |
| Sequoia Financial Advisors, LLC | 减仓 | -$194.95万 |
| Lido Advisors, LLC | 减仓 | -$189.62万 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 减仓 | -$188.87万 |
| McMill Wealth Management | 清仓 | -$180.39万 |
| SENTINEL PENSION ADVISORS, LLC | 减仓 | -$174.09万 |
| JPMORGAN CHASE & CO | 减仓 | -$172.79万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$148.09万 |
| LJI Wealth Management, LLC | 减仓 | -$101.44万 |
| EnRich Financial Partners LLC | 减仓 | -$92.36万 |
| Destiny Wealth Partners, LLC | 减仓 | -$73.92万 |
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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 20,622,687 | $7.36亿 | 3.56% | 3,125,297 | 加仓 |
| Corient Private Wealth LP | 6,770,021 | $2.42亿 | 0.35% | -5,460,865 | 减仓 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,591,120 | $1.64亿 | 2.02% | 150,519 | 加仓 |
| Foster Group, Inc. | 4,059,266 | $1.45亿 | 4.31% | -83,851 | 减仓 |
| Cetera Investment Advisers | 3,667,210 | $1.31亿 | 0.14% | 1,345,977 | 加仓 |
| Truepoint, Inc. | 3,585,713 | $1.28亿 | 2.86% | 175,345 | 加仓 |
| Root Financial Partners, LLC | 3,143,873 | $1.12亿 | 5.19% | 399,663 | 加仓 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 2,995,202 | $1.07亿 | 10.95% | 37,443 | 加仓 |
| EP Wealth Advisors, LLC | 2,793,707 | $9,976.33万 | 0.49% | -333,165 | 减仓 |
| Pathstone Holdings, LLC | 2,553,519 | $9,118.62万 | 0.36% | -5,639 | 减仓 |
| Vise Technologies, Inc. | 2,580,784 | $8,828.86万 | 1.73% | 0 | 不变 |
| Summit Financial Strategies, Inc. | 2,408,269 | $8,599.93万 | 6.78% | 207,037 | 加仓 |
| Beacon Pointe Advisors, LLC | 2,191,034 | $7,824.18万 | 0.41% | 115,795 | 加仓 |
| Cerity Partners LLC | 2,166,874 | $7,737.92万 | 0.11% | 406,269 | 加仓 |
| HighTower Advisors, LLC | 2,161,041 | $7,717.07万 | 0.08% | -1,693 | 减仓 |
| LPL Financial LLC | 1,808,994 | $6,459.92万 | 0.02% | 220,886 | 加仓 |
| DiNuzzo Private Wealth, Inc. | 1,804,410 | $6,443.55万 | 6.94% | -10,986 | 减仓 |
| Apella Capital, LLC | 1,464,732 | $5,470.77万 | 0.81% | 145,829 | 加仓 |
| Quent Capital, LLC | 1,475,653 | $5,269.56万 | 3.74% | 149,458 | 加仓 |
| BANK OF MONTREAL /CAN/ | 1,463,782 | $5,227.17万 | 0.02% | 89,902 | 加仓 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,411,955 | $5,042.09万 | 3.66% | -52,891 | 减仓 |
| Index Fund Advisors, Inc. | 1,368,350 | $4,886.38万 | 2.20% | 162,614 | 加仓 |
| EXENCIAL WEALTH ADVISORS, LLC | 1,326,979 | $4,738.64万 | 1.47% | 381,073 | 加仓 |
| MATHER GROUP, LLC. | 1,244,911 | $4,445.58万 | 0.44% | 64,884 | 加仓 |
| Premier Financial Group | 1,138,949 | $4,088.26万 | 10.30% | 3,124 | 加仓 |
| CWM, LLC | 1,136,931 | $4,059.98万 | 0.11% | 168,537 | 加仓 |
| Mariner, LLC | 1,135,924 | $4,056.34万 | 0.05% | 193,410 | 加仓 |
| Destiny Wealth Partners, LLC | 1,014,935 | $3,624.33万 | 3.96% | -20,699 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 958,442 | $3,422.60万 | 0.00% | -7,624 | 减仓 |
| Team Hewins, LLC | 944,372 | $3,372.35万 | 10.02% | 29,135 | 加仓 |
| GREAT OAK CAPITAL PARTNERS, LLC | 913,706 | $3,361.53万 | 7.82% | 20,223 | 加仓 |
| OneDigital Investment Advisors LLC | 936,769 | $3,345.20万 | 0.33% | 1,188 | 加仓 |
| Lakeshore Financial Planning, Inc. | 931,589 | $3,326.71万 | 12.06% | 415,211 | 加仓 |
| Diversified Portfolios, Inc. | 916,445 | $3,272.62万 | 2.69% | 148,308 | 加仓 |
| EnRich Financial Partners LLC | 908,182 | $3,243.12万 | 8.60% | -25,864 | 减仓 |
| Acropolis Investment Management, LLC | 906,845 | $3,238.34万 | 1.43% | 9,169 | 加仓 |
| Tumwater Wealth Management, LLC | 894,899 | $3,195.68万 | 12.85% | 3,413 | 加仓 |
| Waterloo Capital, L.P. | 843,190 | $3,011.03万 | 2.11% | 843,190 | 新建仓 |
| Linscomb Wealth, Inc. | 838,061 | $2,992.72万 | 1.33% | 457,813 | 加仓 |
| WPWealth LLP | 825,675 | $2,948.48万 | 4.51% | -61,055 | 减仓 |
| Betterment LLC | 811,170 | $2,896.70万 | 0.05% | 70,492 | 加仓 |
| ACORN CREEK CAPITAL LLC | 791,358 | $2,825.94万 | 10.09% | -1,820 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 784,607 | $2,801.83万 | 0.01% | 82,096 | 加仓 |
| Fort Vancouver Investment Management, LLC | 781,835 | $2,791.93万 | 14.18% | 39,203 | 加仓 |
| Tilson Financial Group, Inc. | 781,347 | $2,790.19万 | 8.37% | 16,812 | 加仓 |
| Wescott Financial Advisory Group, LLC | 762,244 | $2,721.97万 | 2.39% | 82,618 | 加仓 |
| Wealth Architects, LLC | 696,762 | $2,488.14万 | 2.22% | 35,363 | 加仓 |
| TOBIAS FINANCIAL ADVISORS, INC. | 691,191 | $2,468.24万 | 3.44% | 91,213 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 686,190 | $2,460.68万 | 0.05% | -519,506 | 减仓 |
| ECLECTIC ASSOCIATES INC /ADV | 669,753 | $2,391.36万 | 3.17% | 160,954 | 加仓 |
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 🔒