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 🔒 | ||||||||
2026Q1 买入最多
| Focus Partners Advisor Solutions, LLC | 加仓 | $5,705.59万 |
| Apella Capital, LLC | 加仓 | $3,089.27万 |
| Focus Partners Wealth | 加仓 | $2,679.11万 |
| Concurrent Investment Advisors, LLC | 新建仓 | $921.01万 |
| Truepoint, Inc. | 加仓 | $582.99万 |
| Graves Light Lenhart Wealth, Inc. | 加仓 | $579.28万 |
| Allworth Financial LP | 加仓 | $466.18万 |
| Mills Wealth Advisors LLC | 加仓 | $457.26万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $278.51万 |
| Rather & Kittrell, Inc. | 加仓 | $274.25万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $261.75万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $249.59万 |
| Wheelhouse Advisory Group LLC | 加仓 | $240.22万 |
| Brady Martz Wealth Solutions, LLC | 加仓 | $232.81万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $197.60万 |
| LPL Financial LLC | 加仓 | $190.44万 |
| Guardian Wealth Management, LLC | 加仓 | $184.47万 |
| Vestment Financial LLC | 加仓 | $173.94万 |
| MBL Wealth, LLC | 加仓 | $156.44万 |
| Aspen Wealth Management LLC | 加仓 | $150.73万 |
2026Q1 卖出最多
| Savant Capital, LLC | 减仓 | -$1,020.14万 |
| Austin Wealth Management, LLC | 减仓 | -$931.55万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$656.67万 |
| HighTower Advisors, LLC | 减仓 | -$513.84万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$423.07万 |
| SEVEN MILE ADVISORY | 清仓 | -$320.46万 |
| Corient Private Wealth LP | 减仓 | -$305.75万 |
| Beaird Harris Wealth Management, LLC | 减仓 | -$249.99万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$205.51万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$166.69万 |
| Thrivent Financial for Lutherans | 清仓 | -$152.30万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$148.10万 |
| Strathmore Capital Advisors, Inc. | 减仓 | -$87.91万 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 减仓 | -$82.25万 |
| Pathstone Holdings, LLC | 减仓 | -$79.97万 |
| Resonant Capital Advisors, LLC | 减仓 | -$75.80万 |
| CARY STREET PARTNERS FINANCIAL LLC | 减仓 | -$65.90万 |
| Evanson Asset Management, LLC | 减仓 | -$61.60万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$60.05万 |
| Zhang Financial LLC | 清仓 | -$57.80万 |
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | 4,221,880 | $2.02亿 | 0.23% | 558,962 | 加仓 |
| Truepoint, Inc. | 3,095,714 | $1.48亿 | 3.31% | 121,634 | 加仓 |
| Foster Group, Inc. | 1,460,226 | $6,998.86万 | 2.08% | -5,549 | 减仓 |
| Apella Capital, LLC | 1,320,176 | $6,389.65万 | 0.95% | 638,280 | 加仓 |
| Symmetry Partners, LLC | 1,317,339 | $6,314.01万 | 3.61% | -9,439 | 减仓 |
| Focus Partners Advisor Solutions, LLC | 1,203,351 | $5,745.75万 | 0.58% | 1,194,940 | 加仓 |
| Rather & Kittrell, Inc. | 894,173 | $4,285.77万 | 6.61% | 57,219 | 加仓 |
| GeoWealth Management, LLC | 881,082 | $4,223.02万 | 1.52% | -1,903 | 减仓 |
| Sequoia Financial Advisors, LLC | 880,025 | $4,217.96万 | 0.24% | 30,153 | 加仓 |
| Beaird Harris Wealth Management, LLC | 795,703 | $3,813.80万 | 2.59% | -52,157 | 减仓 |
| Pathstone Holdings, LLC | 788,243 | $3,778.05万 | 0.15% | -16,685 | 减仓 |
| MBL Wealth, LLC | 739,735 | $3,545.55万 | 2.68% | 32,640 | 加仓 |
| AWM CAPITAL, LLC | 718,457 | $3,443.57万 | 3.12% | 17,815 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 653,394 | $3,131.72万 | 0.04% | 41,226 | 加仓 |
| HighTower Advisors, LLC | 589,440 | $2,825.19万 | 0.03% | -107,206 | 减仓 |
| Waterford Advisors, LLC | 536,335 | $2,549.20万 | 8.09% | 9,058 | 加仓 |
| Mattern Wealth Management LLC | 530,248 | $2,541.48万 | 4.96% | -826 | 减仓 |
| LPL Financial LLC | 518,554 | $2,485.43万 | 0.01% | 39,734 | 加仓 |
| RAM Investment Partners, LLC | 516,432 | $2,475.26万 | 4.35% | 7,203 | 加仓 |
| Graves Light Lenhart Wealth, Inc. | 482,789 | $2,314.01万 | 2.41% | 120,859 | 加仓 |
| ASPIRIANT, LLC | 428,736 | $2,054.93万 | 0.59% | 28,660 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 418,517 | $2,005.95万 | 0.00% | 58,108 | 加仓 |
| HFM Investment Advisors, LLC | 358,188 | $1,716.80万 | 6.60% | -8,545 | 减仓 |
| ASSETMARK, INC | 332,594 | $1,594.12万 | 0.03% | -9,014 | 减仓 |
| Austin Wealth Management, LLC | 327,330 | $1,572.82万 | 3.57% | -193,872 | 减仓 |
| Vestment Financial LLC | 320,538 | $1,551.40万 | 7.31% | 35,938 | 加仓 |
| Yardley Wealth Management LLC | 320,613 | $1,536.70万 | 7.87% | 18,126 | 加仓 |
| Savant Capital, LLC | 310,743 | $1,489.39万 | 0.07% | -212,839 | 减仓 |
| Wheelhouse Advisory Group LLC | 276,943 | $1,327.39万 | 4.40% | 50,119 | 加仓 |
| Strathmore Capital Advisors, Inc. | 270,876 | $1,308.41万 | 3.50% | -18,199 | 减仓 |
| Resonant Capital Advisors, LLC | 270,450 | $1,296.27万 | 0.68% | -15,815 | 减仓 |
| Brady Martz Wealth Solutions, LLC | 247,711 | $1,187.28万 | 2.02% | 48,572 | 加仓 |
| DOPKINS WEALTH MANAGEMENT, LLC | 239,917 | $1,149.92万 | 4.62% | 20,573 | 加仓 |
| Allworth Financial LP | 227,614 | $1,090.95万 | 0.04% | 97,262 | 加仓 |
| ENTREWEALTH, LLC | 213,809 | $1,024.79万 | 4.59% | 10,883 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 208,369 | $1,001.84万 | 0.02% | -136,578 | 减仓 |
| 25 LLC | 208,063 | $997.25万 | 3.07% | 5,462 | 加仓 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 205,362 | $984.30万 | 0.15% | -4,161 | 减仓 |
| Integrated Wealth Concepts LLC | 204,700 | $981.13万 | 0.08% | 14,037 | 加仓 |
| Vested Financial Planning, LLC | 202,623 | $971.17万 | 7.40% | -1,701 | 减仓 |
| West Financial Advisors, LLC | 201,939 | $967.89万 | 1.64% | 12,103 | 加仓 |
| Citrine Capital LLC | 192,884 | $924.50万 | 4.01% | 26,346 | 加仓 |
| Concurrent Investment Advisors, LLC | 192,157 | $921.01万 | 0.10% | 192,157 | 新建仓 |
| Guardian Wealth Management, LLC | 186,884 | $895.73万 | 2.72% | 38,488 | 加仓 |
| Plancorp, LLC | 175,945 | $849.11万 | 0.24% | 753 | 加仓 |
| Porter White Investment Advisors, Inc. | 169,995 | $814.79万 | 3.26% | 1,040 | 加仓 |
| Outbound Financial Inc | 168,024 | $805.34万 | 6.04% | 8,646 | 加仓 |
| RW Investment Management LLC | 165,862 | $794.98万 | 0.77% | — | — |
| Compass Financial Group, Inc. | 165,382 | $792.68万 | 3.57% | -1,048 | 减仓 |
| Optimus Capital Advisors, LLC | 151,296 | $725.16万 | 4.29% | 842 | 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 🔒