DFSD DIMENSIONAL ETF TRUST
SHORT DURATION F
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 | 450 | 123,681,100 | $59.05亿 | 33 | 274 | 97 | 18 | $5.43亿 |
| 2026Q1 | 430 | 112,352,611 | $53.82亿 | 28 | 272 | 85 | 12 | $6.84亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Focus Partners Advisor Solutions, LLC | 加仓 | $1.91亿 |
| Elser Financial Planning, Inc | 新建仓 | $3,701.30万 |
| Wealthquest Corp | 加仓 | $3,696.50万 |
| Apella Capital, LLC | 加仓 | $3,551.37万 |
| Focus Partners Wealth | 加仓 | $3,238.42万 |
| Allworth Financial LP | 加仓 | $3,236.97万 |
| Root Financial Partners, LLC | 加仓 | $2,425.66万 |
| STEVENS CAPITAL PARTNERS | 新建仓 | $1,150.96万 |
| Wilkerson Advisory Group LLC | 新建仓 | $1,078.58万 |
| Great Waters Wealth Management | 加仓 | $1,073.12万 |
| Farther Finance Advisors, LLC | 加仓 | $1,064.53万 |
| Parkwoods Wealth Partners, LLC | 加仓 | $992.99万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $947.45万 |
| AA Financial Advisors, LLC | 新建仓 | $911.89万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $841.68万 |
| CPA Asset Management Group, LLC | 加仓 | $831.32万 |
| McIlrath & Eck, LLC | 加仓 | $792.53万 |
| Wheelhouse Advisory Group LLC | 加仓 | $745.91万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $742.19万 |
| Mills Wealth Advisors LLC | 加仓 | $714.89万 |
2026Q1 卖出最多
| CITADEL ADVISORS LLC | 重新持有 | -$758.34万 |
| Tortoise Investment Management, LLC | 清仓 | -$595.48万 |
| Corient Private Wealth LP | 减仓 | -$536.13万 |
| Savant Capital, LLC | 减仓 | -$531.92万 |
| Beaird Harris Wealth Management, LLC | 减仓 | -$455.34万 |
| Thrivent Financial for Lutherans | 清仓 | -$435.30万 |
| XY Planning Network, Inc. | 减仓 | -$333.84万 |
| Optimus Capital Advisors, LLC | 减仓 | -$305.37万 |
| Henrickson Nauta Wealth Advisors, Inc. | 减仓 | -$302.81万 |
| Keyes, Stange & Wooten Wealth Management, LLC | 减仓 | -$270.06万 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 减仓 | -$251.54万 |
| Altiora Financial Group, LLC | 减仓 | -$248.75万 |
| EverSource Wealth Advisors, LLC | 减仓 | -$247.74万 |
| Wolfstich Capital, LLC | 减仓 | -$231.56万 |
| ROYAL BANK OF CANADA | 减仓 | -$198.74万 |
| Composition Wealth, LLC | 减仓 | -$176.03万 |
| NORTHERN TRUST CORP | 清仓 | -$162.48万 |
| Vermillion & White Wealth Management Group, LLC | 减仓 | -$159.10万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$151.02万 |
| ASSETMARK, INC | 减仓 | -$142.01万 |
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 | 6,122,105 | $2.93亿 | 0.33% | 676,361 | 加仓 |
| Apella Capital, LLC | 5,246,327 | $2.53亿 | 3.75% | 736,646 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 5,126,922 | $2.45亿 | 2.47% | 3,980,811 | 加仓 |
| Savant Capital, LLC | 3,903,965 | $1.87亿 | 0.90% | -111,094 | 减仓 |
| OneDigital Investment Advisors LLC | 3,699,843 | $1.77亿 | 1.73% | 142,450 | 加仓 |
| Beaird Harris Wealth Management, LLC | 3,109,706 | $1.49亿 | 10.12% | -95,101 | 减仓 |
| Root Financial Partners, LLC | 2,991,136 | $1.43亿 | 6.62% | 506,613 | 加仓 |
| Planning Center, Inc. | 2,808,255 | $1.34亿 | 13.62% | 114,315 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,418,971 | $1.16亿 | 0.03% | 155,010 | 加仓 |
| Vise Technologies, Inc. | 2,274,567 | $1.09亿 | 2.14% | 0 | 不变 |
| DiNuzzo Private Wealth, Inc. | 2,041,183 | $9,773.19万 | 10.53% | -2,451 | 减仓 |
| HighTower Advisors, LLC | 1,968,903 | $9,427.11万 | 0.10% | 81,154 | 加仓 |
| Great Waters Wealth Management | 1,783,924 | $8,541.43万 | 9.04% | 224,127 | 加仓 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,714,301 | $8,208.08万 | 5.95% | -52,536 | 减仓 |
| Wealthquest Corp | 1,502,516 | $7,199.16万 | 2.63% | 771,485 | 加仓 |
| Rachor Investment Advisory Services, LLC | 1,452,715 | $6,955.60万 | 36.55% | 45,292 | 加仓 |
| Diversified Portfolios, Inc. | 1,336,422 | $6,398.79万 | 5.26% | 99,809 | 加仓 |
| Rather & Kittrell, Inc. | 1,332,011 | $6,377.67万 | 9.84% | 100,336 | 加仓 |
| McIlrath & Eck, LLC | 1,297,305 | $6,211.49万 | 4.60% | 165,524 | 加仓 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,245,625 | $5,964.05万 | 9.40% | 24,971 | 加仓 |
| WPWealth LLP | 1,209,899 | $5,793.00万 | 8.85% | 38,786 | 加仓 |
| ASSETMARK, INC | 1,190,826 | $5,701.67万 | 0.12% | -29,659 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,182,831 | $5,663.39万 | 0.08% | 85,652 | 加仓 |
| Ruedi Wealth Management, Inc. | 1,097,303 | $5,253.89万 | 13.53% | 54,458 | 加仓 |
| RAM Investment Partners, LLC | 998,462 | $4,780.64万 | 8.40% | 46,454 | 加仓 |
| CURIO WEALTH, LLC | 958,276 | $4,588.22万 | 15.68% | 27,869 | 加仓 |
| Allworth Financial LP | 935,707 | $4,480.17万 | 0.18% | 676,059 | 加仓 |
| Altiora Financial Group, LLC | 922,515 | $4,417.00万 | 7.28% | -51,952 | 减仓 |
| Beacon Pointe Advisors, LLC | 917,818 | $4,394.51万 | 0.23% | 64,802 | 加仓 |
| Financial Plan, Inc. | 917,141 | $4,391.27万 | 4.71% | 136,929 | 加仓 |
| 55 North Private Wealth, LLC | 879,329 | $4,210.23万 | 10.78% | 13,652 | 加仓 |
| Signature Resources Capital Management, LLC | 773,080 | $3,701.51万 | 17.54% | 91,563 | 加仓 |
| Elser Financial Planning, Inc | 772,713 | $3,701.30万 | 1.79% | 772,713 | 新建仓 |
| PARK AVENUE SECURITIES LLC | 769,712 | $3,685.40万 | 0.29% | -5,340 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 751,650 | $3,598.90万 | 0.00% | 175,789 | 加仓 |
| MASECO LLP | 738,839 | $3,536.82万 | 1.11% | 89,623 | 加仓 |
| ECLECTIC ASSOCIATES INC /ADV | 686,064 | $3,284.84万 | 4.36% | 141,878 | 加仓 |
| Wheelhouse Advisory Group LLC | 617,530 | $2,956.73万 | 9.80% | 155,788 | 加仓 |
| Mattern Wealth Management LLC | 603,374 | $2,888.96万 | 5.63% | 8,061 | 加仓 |
| GREAT OAK CAPITAL PARTNERS, LLC | 595,719 | $2,860.05万 | 6.65% | 16,176 | 加仓 |
| Farther Finance Advisors, LLC | 568,116 | $2,719.57万 | 0.26% | 222,379 | 加仓 |
| Valued Wealth Advisors LLC | 557,734 | $2,670.43万 | 10.82% | 11,299 | 加仓 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 554,913 | $2,656.92万 | 3.99% | 75,483 | 加仓 |
| Allegiance Financial Group Advisory Services LLC | 511,899 | $2,450.93万 | 4.88% | 49,001 | 加仓 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 506,382 | $2,430.13万 | 2.15% | 32,088 | 加仓 |
| Sterling Wealth Advisors Inc | 500,013 | $2,410.56万 | 13.75% | 2,107 | 加仓 |
| Keyes, Stange & Wooten Wealth Management, LLC | 492,749 | $2,359.28万 | 10.53% | -56,403 | 减仓 |
| SC&H Financial Advisors, Inc. | 484,186 | $2,318.28万 | 3.50% | 58,714 | 加仓 |
| Vestment Financial LLC | 477,806 | $2,303.50万 | 10.85% | 41,032 | 加仓 |
| LEGACY FINANCIAL GROUP, INC. | 467,314 | $2,237.50万 | 5.91% | 12,886 | 加仓 |
内部人交易（Form 4）
DFSD 董事、高管和大股东的最新买卖申报。专业版可看 🔒