DFNM DIMENSIONAL ETF TRUST
NATL MUN BD ETF
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 | 294 | 40,530,259 | $19.61亿 | 20 | 169 | 66 | 9 | $1.69亿 |
| 2026Q1 | 277 | 36,729,108 | $17.61亿 | 22 | 161 | 56 | 12 | $1.51亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Focus Partners Wealth | 加仓 | $4,097.74万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $2,143.35万 |
| Apella Capital, LLC | 加仓 | $1,307.17万 |
| Integrated Wealth Concepts LLC | 加仓 | $903.68万 |
| GeoWealth Management, LLC | 加仓 | $842.30万 |
| OSAIC HOLDINGS, INC. | 加仓 | $816.00万 |
| Truepoint, Inc. | 加仓 | $560.71万 |
| 55 North Private Wealth, LLC | 加仓 | $449.58万 |
| Kings Path Partners LLC | 加仓 | $447.78万 |
| Forza Wealth Management, LLC | 加仓 | $370.73万 |
| Graves Light Lenhart Wealth, Inc. | 加仓 | $357.01万 |
| HFM Investment Advisors, LLC | 加仓 | $340.88万 |
| RAM Investment Partners, LLC | 加仓 | $324.63万 |
| Savant Capital, LLC | 加仓 | $315.37万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $313.48万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $302.89万 |
| LPL Financial LLC | 加仓 | $290.94万 |
| Rather & Kittrell, Inc. | 加仓 | $217.26万 |
| Vested Financial Planning, LLC | 加仓 | $205.21万 |
| Aerodigm Wealth, LLC | 加仓 | $202.30万 |
2026Q2 卖出最多
| HighTower Advisors, LLC | 减仓 | -$1,446.45万 |
| Penney Financial, LLC | 减仓 | -$297.65万 |
| Broadhurst Jeffrey B | 减仓 | -$157.65万 |
| Symmetry Partners, LLC | 减仓 | -$153.35万 |
| E-Wealth Partners, LLC | 减仓 | -$145.49万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$142.86万 |
| Aspen Wealth Management LLC | 减仓 | -$142.07万 |
| HB Wealth Management, LLC | 减仓 | -$125.93万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$102.34万 |
| Wealthcare Advisory Partners LLC | 减仓 | -$79.67万 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 减仓 | -$76.05万 |
| Strathmore Capital Advisors, Inc. | 减仓 | -$73.30万 |
| Balefire, LLC | 清仓 | -$72.31万 |
| CITADEL ADVISORS LLC | 清仓 | -$63.54万 |
| LEGACY FINANCIAL GROUP, INC. | 减仓 | -$61.24万 |
| 25 LLC | 减仓 | -$61.13万 |
| MATHER GROUP, LLC. | 减仓 | -$57.93万 |
| Generations Wealth, LLC | 减仓 | -$55.58万 |
| Kane Co Wealth Management, Inc. | 减仓 | -$46.23万 |
| EverSource Wealth Advisors, LLC | 清仓 | -$44.17万 |
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | 5,069,659 | $2.45亿 | 0.25% | 847,779 | 加仓 |
| Truepoint, Inc. | 3,211,719 | $1.55亿 | 3.24% | 116,005 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 1,646,788 | $7,959.75万 | 0.67% | 443,437 | 加仓 |
| Apella Capital, LLC | 1,590,906 | $7,681.37万 | 1.08% | 270,730 | 加仓 |
| Foster Group, Inc. | 1,483,405 | $7,170.04万 | 1.91% | 23,179 | 加仓 |
| Symmetry Partners, LLC | 1,285,613 | $6,214.01万 | 3.17% | -31,726 | 减仓 |
| GeoWealth Management, LLC | 1,055,345 | $5,101.01万 | 1.60% | 174,263 | 加仓 |
| Rather & Kittrell, Inc. | 939,121 | $4,539.24万 | 6.34% | 44,948 | 加仓 |
| Sequoia Financial Advisors, LLC | 896,162 | $4,331.60万 | 0.22% | 16,137 | 加仓 |
| Pathstone Holdings, LLC | 808,791 | $3,909.29万 | 0.11% | 20,548 | 加仓 |
| Beaird Harris Wealth Management, LLC | 796,384 | $3,849.32万 | 2.41% | 681 | 加仓 |
| MBL Wealth, LLC | 776,501 | $3,753.22万 | 2.56% | 36,766 | 加仓 |
| AWM CAPITAL, LLC | 725,052 | $3,504.54万 | 2.81% | 6,595 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 672,029 | $3,248.25万 | 0.04% | 18,635 | 加仓 |
| Waterford Advisors, LLC | 545,339 | $2,877.21万 | 7.80% | 9,004 | 加仓 |
| RAM Investment Partners, LLC | 583,595 | $2,820.81万 | 4.51% | 67,163 | 加仓 |
| LPL Financial LLC | 578,747 | $2,797.38万 | 0.01% | 60,193 | 加仓 |
| Graves Light Lenhart Wealth, Inc. | 556,651 | $2,690.57万 | 2.51% | 73,862 | 加仓 |
| Mattern Wealth Management LLC | 548,877 | $2,653.00万 | 4.35% | 18,629 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 481,181 | $2,325.79万 | 0.00% | 62,664 | 加仓 |
| ASPIRIANT, LLC | 432,596 | $2,090.95万 | 0.52% | 3,860 | 加仓 |
| HFM Investment Advisors, LLC | 428,712 | $2,072.18万 | 7.27% | 70,524 | 加仓 |
| Integrated Wealth Concepts LLC | 391,663 | $1,893.10万 | 0.09% | 186,963 | 加仓 |
| Savant Capital, LLC | 376,015 | $1,816.77万 | 0.05% | 65,272 | 加仓 |
| Austin Wealth Management, LLC | 364,914 | $1,754.87万 | 3.71% | 37,584 | 加仓 |
| Vestment Financial LLC | 351,964 | $1,697.52万 | 7.61% | 31,426 | 加仓 |
| ASSETMARK, INC | 350,598 | $1,694.61万 | 0.03% | 18,004 | 加仓 |
| Yardley Wealth Management LLC | 328,185 | $1,586.28万 | 7.21% | 7,572 | 加仓 |
| Wheelhouse Advisory Group LLC | 318,359 | $1,538.79万 | 4.34% | 41,416 | 加仓 |
| HighTower Advisors, LLC | 290,185 | $1,402.61万 | 0.01% | -299,255 | 减仓 |
| Resonant Capital Advisors, LLC | 280,894 | $1,357.70万 | 0.65% | 10,444 | 加仓 |
| Brady Martz Wealth Solutions, LLC | 272,899 | $1,319.06万 | 1.99% | 25,188 | 加仓 |
| Strathmore Capital Advisors, Inc. | 255,575 | $1,224.33万 | 3.30% | -15,301 | 减仓 |
| DOPKINS WEALTH MANAGEMENT, LLC | 247,398 | $1,195.80万 | 4.35% | 7,481 | 加仓 |
| Vested Financial Planning, LLC | 245,079 | $1,184.59万 | 7.96% | 42,456 | 加仓 |
| Allworth Financial LP | 237,528 | $1,148.09万 | 0.05% | 9,914 | 加仓 |
| ENTREWEALTH, LLC | 233,430 | $1,115.56万 | 4.13% | 19,621 | 加仓 |
| OSAIC HOLDINGS, INC. | 230,567 | $1,114.69万 | 0.01% | 168,785 | 加仓 |
| West Financial Advisors, LLC | 215,661 | $1,042.40万 | 1.58% | 13,722 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 212,330 | $1,024.07万 | 0.02% | 3,961 | 加仓 |
| 55 North Private Wealth, LLC | 211,718 | $1,023.34万 | 2.01% | 93,013 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 203,458 | $983.42万 | 0.00% | 64,856 | 加仓 |
| Plancorp, LLC | 201,949 | $973.60万 | 0.24% | 26,004 | 加仓 |
| Citrine Capital LLC | 200,893 | $971.02万 | 3.59% | 8,009 | 加仓 |
| Guardian Wealth Management, LLC | 198,012 | $957.09万 | 2.68% | 11,128 | 加仓 |
| 25 LLC | 195,416 | $944.54万 | 2.59% | -12,647 | 减仓 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 189,628 | $916.57万 | 0.14% | -15,734 | 减仓 |
| Outbound Financial Inc | 188,504 | $911.13万 | 5.90% | 20,480 | 加仓 |
| VESTIA PERSONAL WEALTH ADVISORS | 178,237 | $861.51万 | 3.04% | 30,466 | 加仓 |
| Porter White Investment Advisors, Inc. | 176,591 | $853.55万 | 3.29% | 6,596 | 加仓 |
内部人交易（Form 4）
DFNM 董事、高管和大股东的最新买卖申报。专业版可看 🔒