DFSB DIMENSIONAL ETF TRUST
GLOBAL SUSTAINA
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 | 122 | 10,762,398 | $5.61亿 | 10 | 82 | 18 | 5 | $5,841.90万 |
| 2026Q1 | 118 | 9,597,780 | $4.97亿 | 9 | 63 | 14 | 4 | $1,907.93万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Abacus Wealth Partners, LLC | 加仓 | $1,421.64万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $859.66万 |
| Shira Ridge Wealth Management | 新建仓 | $661.40万 |
| CITADEL ADVISORS LLC | 新建仓 | $469.35万 |
| Clarity Wealth Development LLC | 新建仓 | $375.57万 |
| MASECO LLP | 加仓 | $343.27万 |
| Simplicity Wealth,LLC | 加仓 | $198.72万 |
| SEI INVESTMENTS CO | 加仓 | $127.10万 |
| Apella Capital, LLC | 加仓 | $115.50万 |
| FIDUCIARY FINANCIAL ADVISORS | 加仓 | $104.95万 |
| Parkshore Wealth Management, Inc. | 加仓 | $101.01万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $96.36万 |
| von Borstel & Associates, Inc. | 加仓 | $88.80万 |
| JANE STREET GROUP, LLC | 加仓 | $81.29万 |
| OneDigital Investment Advisors LLC | 加仓 | $81.27万 |
| Quantum Financial Advisors, LLC | 加仓 | $73.99万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $68.92万 |
| Vise Technologies, Inc. | 加仓 | $65.76万 |
| Freedom Day Solutions, LLC | 新建仓 | $61.48万 |
| OSAIC HOLDINGS, INC. | 加仓 | $57.93万 |
2026Q2 卖出最多
| Broadhurst Jeffrey B | 减仓 | -$141.32万 |
| Virtu Financial LLC | 清仓 | -$71.00万 |
| Aerodigm Wealth, LLC | 清仓 | -$68.37万 |
| NewEdge Advisors, LLC | 减仓 | -$26.07万 |
| Composition Wealth, LLC | 减仓 | -$18.69万 |
| Mason & Associates Inc | 减仓 | -$14.44万 |
| Farther Finance Advisors, LLC | 减仓 | -$13.10万 |
| M. Kulyk & Associates, LLC | 减仓 | -$11.09万 |
| Fortis Capital Management LLC | 减仓 | -$5.73万 |
| Citrine Capital LLC | 减仓 | -$5.40万 |
| RAM Investment Partners, LLC | 减仓 | -$3.28万 |
| AA Financial Advisors, LLC | 减仓 | -$2.64万 |
| SUMMIT WEALTH GROUP LLC / CO | 减仓 | -$2.39万 |
| Legacy Financial Advisors, Inc. | 减仓 | -$2.32万 |
| Skyline Advisors, Inc. | 减仓 | -$2.16万 |
| PINNEY & SCOFIELD, INC. | 减仓 | -$1.69万 |
| Burk Holdings LLC | 清仓 | -$1.53万 |
| CAHILL FINANCIAL ADVISORS INC | 减仓 | -$1.49万 |
| Steward Partners Investment Advisory, LLC | 清仓 | -$1.03万 |
| Krilogy Financial LLC | 减仓 | -$1.02万 |
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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | 2,882,992 | $1.50亿 | 15.79% | 272,811 | 加仓 |
| MASECO LLP | 1,922,639 | $1.00亿 | 2.81% | 65,938 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 1,006,647 | $5,245.64万 | 0.06% | 164,970 | 加仓 |
| Quantum Financial Advisors, LLC | 540,560 | $2,816.86万 | 2.45% | 14,198 | 加仓 |
| Simplicity Wealth,LLC | 290,108 | $1,511.75万 | 0.51% | 38,134 | 加仓 |
| SEI INVESTMENTS CO | 285,526 | $1,487.88万 | 0.01% | 24,390 | 加仓 |
| SEEDS INVESTOR LLC | 258,358 | $1,346.31万 | 1.38% | 1,415 | 加仓 |
| Composition Wealth, LLC | 241,479 | $1,258.35万 | 0.15% | -3,587 | 减仓 |
| Parkshore Wealth Management, Inc. | 235,814 | $1,228.83万 | 3.53% | 19,384 | 加仓 |
| Planning Center, Inc. | 193,316 | $1,007.37万 | 0.95% | 4,357 | 加仓 |
| Momentous Wealth Management, Inc. | 189,457 | $987.26万 | 5.06% | 5,312 | 加仓 |
| Apella Capital, LLC | 181,331 | $939.84万 | 0.13% | 22,285 | 加仓 |
| Citrine Capital LLC | 164,174 | $855.51万 | 3.17% | -1,036 | 减仓 |
| Corient Private Wealth LP | 135,845 | $707.89万 | 0.01% | 10,298 | 加仓 |
| Shira Ridge Wealth Management | 126,923 | $661.40万 | 2.31% | 126,923 | 新建仓 |
| Allodium Investment Consultants, LLC | 110,544 | $576.05万 | 2.45% | 5,826 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 101,695 | $526.17万 | 0.01% | 7,029 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 94,318 | $491.49万 | 0.04% | 13,226 | 加仓 |
| OneDigital Investment Advisors LLC | 92,956 | $484.40万 | 0.04% | 15,596 | 加仓 |
| Beacon Pointe Advisors, LLC | 92,724 | $483.19万 | 0.02% | 3,826 | 加仓 |
| CITADEL ADVISORS LLC | 90,070 | $469.35万 | 0.00% | 90,070 | 新建仓 |
| Clarity Wealth Development LLC | 72,072 | $375.57万 | 2.08% | 72,072 | 新建仓 |
| RAM Investment Partners, LLC | 62,167 | $323.95万 | 0.52% | -630 | 减仓 |
| Betterment LLC | 58,449 | $304.60万 | 0.01% | 80 | 加仓 |
| LPL Financial LLC | 49,833 | $259.68万 | 0.00% | 1,341 | 加仓 |
| SUMMIT WEALTH GROUP LLC / CO | 49,039 | $255.54万 | 0.21% | -459 | 减仓 |
| BEACON HILL WEALTH MANAGEMENT LTD. | 44,461 | $231.69万 | 1.61% | — | — |
| Farther Finance Advisors, LLC | 44,191 | $230.28万 | 0.02% | -2,513 | 减仓 |
| AA Financial Advisors, LLC | 42,282 | $220.33万 | 0.26% | -507 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 37,328 | $194.60万 | 0.00% | 18,484 | 加仓 |
| Sequoia Financial Advisors, LLC | 36,340 | $189.37万 | 0.01% | 10,129 | 加仓 |
| Creative Capital Management Investments LLC | 34,240 | $178.42万 | 0.41% | 7,611 | 加仓 |
| von Borstel & Associates, Inc. | 34,250 | $178.40万 | 0.37% | 17,049 | 加仓 |
| Wheels Up Wealth, Inc. | 31,600 | $164.67万 | 1.40% | 3,893 | 加仓 |
| OSAIC HOLDINGS, INC. | 31,001 | $161.55万 | 0.00% | 11,116 | 加仓 |
| Vermillion Wealth Management, Inc. | 29,868 | $155.64万 | 0.36% | 308 | 加仓 |
| Babb Wealth Advisors LLC | 28,869 | $150.44万 | 0.73% | 3,554 | 加仓 |
| JANE STREET GROUP, LLC | 27,687 | $144.28万 | 0.00% | 15,600 | 加仓 |
| Tanager Wealth Management LLP | 27,362 | $142.58万 | 0.12% | 1,436 | 加仓 |
| Samalin Investment Counsel, LLC | 27,209 | $141.79万 | 0.44% | 115 | 加仓 |
| FIDUCIARY FINANCIAL ADVISORS | 25,742 | $134.13万 | 0.14% | 20,142 | 加仓 |
| Vise Technologies, Inc. | 25,149 | $131.05万 | 0.01% | 12,620 | 加仓 |
| RW Investment Management LLC | 22,272 | $116.06万 | 0.10% | 64 | 加仓 |
| Root Financial Partners, LLC | 21,465 | $111.85万 | 0.04% | 3,378 | 加仓 |
| Wealth Advisors Northwest LLC | 21,157 | $110.25万 | 0.38% | 3,619 | 加仓 |
| CURIO WEALTH, LLC | 21,108 | $109.99万 | 0.34% | 294 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 20,479 | $106.71万 | 0.00% | 123 | 加仓 |
| HighTower Advisors, LLC | 19,418 | $101.19万 | 0.00% | 17 | 加仓 |
| Broadhurst Jeffrey B | 17,750 | $92.50万 | 1.97% | -27,119 | 减仓 |
| Flagstone Financial Management | 17,292 | $90.11万 | 0.20% | 162 | 加仓 |
内部人交易（Form 4）
DFSB 董事、高管和大股东的最新买卖申报。专业版可看 🔒