13F 机构持仓

DFSB DIMENSIONAL ETF TRUST

GLOBAL SUSTAINA

持有机构数1222026Q2
26Q126Q2
机构合计持股（股）10,762,3982026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q212210,762,398$5.61亿 1082185$5,841.90万
2026Q11189,597,780$4.97亿 963144$1,907.93万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Abacus Wealth Partners, LLC加仓$927.55万
MASECO LLP加仓$730.96万
MERCER GLOBAL ADVISORS INC /ADV加仓$514.68万
Beacon Pointe Advisors, LLC加仓$225.31万
AA Financial Advisors, LLC新建仓$221.40万
Farther Finance Advisors, LLC加仓$211.96万
Parkshore Wealth Management, Inc.加仓$204.81万
Focus Partners Advisor Solutions, LLC加仓$204.53万
Apella Capital, LLC加仓$159.41万
SEEDS INVESTOR LLC加仓$136.89万
Allodium Investment Consultants, LLC加仓$92.31万
SEI INVESTMENTS CO加仓$80.00万
Virtu Financial LLC新建仓$71.00万
Quantum Financial Advisors, LLC加仓$58.21万
Momentous Wealth Management, Inc.加仓$56.55万
Sequoia Financial Advisors, LLC加仓$55.65万
Clarity Asset Management, Inc.新建仓$49.77万
Root Financial Partners, LLC加仓$47.62万
OSAIC HOLDINGS, INC.加仓$44.88万
von Borstel & Associates, Inc.加仓$40.20万

2026Q1 卖出最多

ProCore Advisors, LLC清仓-$877.55万
Corient Private Wealth LP减仓-$596.56万
Composition Wealth, LLC减仓-$427.30万
Archer Investment Management, LLC清仓-$371.01万
JANE STREET GROUP, LLC减仓-$262.19万
Avise Financial Cooperative, Inc.清仓-$38.63万
Skyline Advisors, Inc.减仓-$30.73万
Simplicity Wealth,LLC减仓-$11.91万
US BANCORP \DE\清仓-$9.09万
Concord Wealth Partners减仓-$7.97万
Geometric Wealth Advisors减仓-$7.09万
Samalin Investment Counsel, LLC减仓-$4.41万
Flagstone Financial Management减仓-$3.92万
Creative Planning减仓-$3.72万
Vestment Financial LLC减仓-$2.03万
Orion Capital Management LLC减仓-$1.29万
NewEdge Advisors, LLC减仓-$1.17万
Petersen Hastings Wealth Advisors Inc.减仓-$5,174

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
Abacus Wealth Partners, LLC2,610,181$1.35亿12.33%179,261加仓
MASECO LLP1,856,701$9,601.00万3.01%141,357加仓
MERCER GLOBAL ADVISORS INC /ADV841,677$4,355.07万0.06%99,469加仓
Quantum Financial Advisors, LLC526,362$2,723.54万2.69%11,250加仓
SEI INVESTMENTS CO261,136$1,351.18万0.01%15,461加仓
SEEDS INVESTOR LLC256,943$1,340.98万1.83%26,229加仓
Simplicity Wealth,LLC251,974$1,303.78万0.74%-2,301减仓
Composition Wealth, LLC245,066$1,268.04万0.17%-82,581减仓
Parkshore Wealth Management, Inc.216,430$1,119.87万3.74%39,582加仓
Planning Center, Inc.188,959$977.73万0.99%4,748加仓
Momentous Wealth Management, Inc.184,145$952.82万5.44%10,929加仓
Citrine Capital LLC165,210$854.84万3.71%5,654加仓
Apella Capital, LLC159,046$831.49万0.12%30,491加仓
Corient Private Wealth LP125,547$649.62万0.01%-115,293减仓
Allodium Investment Consultants, LLC104,718$541.84万2.59%17,840加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC94,666$490.66万0.01%1,884加仓
Beacon Pointe Advisors, LLC88,898$459.98万0.02%43,545加仓
Focus Partners Advisor Solutions, LLC81,092$419.60万0.04%39,528加仓
OneDigital Investment Advisors LLC77,360$400.28万0.04%717加仓
RAM Investment Partners, LLC62,797$324.93万0.57%3,713加仓
Betterment LLC58,369$302.00万0.01%3,193加仓
SUMMIT WEALTH GROUP LLC / CO49,498$256.12万0.27%1,065加仓
LPL Financial LLC48,492$250.91万0.00%6,836加仓
Farther Finance Advisors, LLC46,704$241.78万0.02%40,943加仓
Broadhurst Jeffrey B44,869$232.16万2.38%2,643加仓
AA Financial Advisors, LLC42,789$221.40万0.31%42,789新建仓
Vermillion Wealth Management, Inc.29,560$152.95万0.60%0不变
Wheels Up Wealth, Inc.27,707$143.36万1.35%2,638加仓
Samalin Investment Counsel, LLC27,094$140.19万0.50%-852减仓
Creative Capital Management Investments LLC26,629$137.79万0.40%537加仓
Sequoia Financial Advisors, LLC26,211$135.63万0.01%10,755加仓
Tanager Wealth Management LLP25,926$134.15万0.13%145加仓
Babb Wealth Advisors LLC25,315$130.99万0.72%2,362加仓
RW Investment Management LLC22,208$114.91万0.11%——
CURIO WEALTH, LLC20,814$107.70万0.37%25加仓
COMMONWEALTH EQUITY SERVICES, LLC20,356$105.33万0.00%887加仓
OSAIC HOLDINGS, INC.19,885$102.89万0.00%8,674加仓
HighTower Advisors, LLC19,401$100.39万0.00%5,336加仓
Cambridge Investment Research Advisors, Inc.18,844$97.50万0.00%5,100加仓
Root Financial Partners, LLC18,087$93.59万0.04%9,203加仓
Strathmore Capital Advisors, Inc.17,468$91.11万0.24%0不变
Wealth Advisors Northwest LLC17,538$90.75万0.38%1,153加仓
von Borstel & Associates, Inc.17,201$89.00万0.20%7,769加仓
Flagstone Financial Management17,130$88.63万0.22%-757减仓
Skyline Advisors, Inc.16,851$87.19万0.30%-5,939减仓
Mason & Associates Inc15,890$81.75万0.16%16加仓
BetterWealth, LLC15,656$81.01万0.16%293加仓
Rehmann Capital Advisory Group14,426$74.64万0.04%0不变
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV14,290$73.94万0.66%1,510加仓
McCartney Wealth Management LLC13,959$72.23万0.61%0不变

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