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 🔒 | ||||||||
2026Q2 买入最多
| Vise Technologies, Inc. | 加仓 | $5,807.43万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $5,789.21万 |
| Focus Partners Wealth | 加仓 | $5,404.10万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $3,217.41万 |
| Root Financial Partners, LLC | 加仓 | $3,084.41万 |
| Parkwoods Wealth Partners, LLC | 加仓 | $2,512.96万 |
| CPA Asset Management Group, LLC | 加仓 | $2,503.20万 |
| IMA Advisory Services, Inc. | 新建仓 | $1,940.53万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $1,648.53万 |
| Integrated Wealth Concepts LLC | 加仓 | $1,325.66万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,261.53万 |
| 55 North Private Wealth, LLC | 加仓 | $928.36万 |
| OneDigital Investment Advisors LLC | 加仓 | $863.99万 |
| Apella Capital, LLC | 加仓 | $832.48万 |
| Great Waters Wealth Management | 加仓 | $789.05万 |
| Factor Wealth Management LTD | 加仓 | $763.81万 |
| Wheelhouse Advisory Group LLC | 加仓 | $733.98万 |
| PARK AVENUE SECURITIES LLC | 加仓 | $637.34万 |
| Beacon Pointe Advisors, LLC | 加仓 | $611.56万 |
| Financial Plan, Inc. | 加仓 | $577.26万 |
2026Q2 卖出最多
| Wealthquest Corp | 减仓 | -$3,334.83万 |
| Allworth Financial LP | 减仓 | -$2,088.77万 |
| SJS Investment Consulting Inc. | 减仓 | -$1,758.38万 |
| Savant Capital, LLC | 减仓 | -$1,189.55万 |
| Torren Management, LLC | 减仓 | -$747.27万 |
| JANE STREET GROUP, LLC | 清仓 | -$520.75万 |
| 49 WEALTH MANAGEMENT, LLC | 清仓 | -$400.14万 |
| Broadhurst Jeffrey B | 清仓 | -$291.74万 |
| EverSource Wealth Advisors, LLC | 减仓 | -$277.88万 |
| Private Advisor Group, LLC | 减仓 | -$220.24万 |
| Altiora Financial Group, LLC | 减仓 | -$217.76万 |
| CreativeOne Wealth, LLC | 减仓 | -$176.94万 |
| Linscomb Wealth, Inc. | 清仓 | -$162.65万 |
| Passive Capital Management, LLC. | 减仓 | -$142.45万 |
| SAX WEALTH ADVISORS, LLC | 减仓 | -$141.52万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$122.15万 |
| Keystone Financial Group, Inc. | 减仓 | -$101.06万 |
| WPWealth LLP | 减仓 | -$100.91万 |
| Optimus Capital Advisors, LLC | 减仓 | -$67.70万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 清仓 | -$61.11万 |
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 | 7,253,853 | $3.46亿 | 0.35% | 1,131,748 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 6,339,321 | $3.03亿 | 2.57% | 1,212,399 | 加仓 |
| Apella Capital, LLC | 5,420,887 | $2.59亿 | 3.65% | 174,560 | 加仓 |
| OneDigital Investment Advisors LLC | 3,880,784 | $1.85亿 | 1.56% | 180,941 | 加仓 |
| Savant Capital, LLC | 3,654,844 | $1.75亿 | 0.51% | -249,121 | 减仓 |
| Root Financial Partners, LLC | 3,637,085 | $1.74亿 | 6.75% | 645,949 | 加仓 |
| Vise Technologies, Inc. | 3,490,783 | $1.67亿 | 1.89% | 1,216,216 | 加仓 |
| Beaird Harris Wealth Management, LLC | 3,199,436 | $1.53亿 | 9.57% | 89,730 | 加仓 |
| Planning Center, Inc. | 2,904,314 | $1.39亿 | 13.09% | 96,059 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,683,166 | $1.28亿 | 0.03% | 264,195 | 加仓 |
| DiNuzzo Private Wealth, Inc. | 2,080,578 | $9,934.76万 | 9.83% | 39,395 | 加仓 |
| HighTower Advisors, LLC | 1,996,685 | $9,534.17万 | 0.09% | 27,782 | 加仓 |
| Great Waters Wealth Management | 1,949,171 | $9,307.29万 | 8.62% | 165,247 | 加仓 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,756,850 | $8,388.96万 | 6.15% | 42,549 | 加仓 |
| Rachor Investment Advisory Services, LLC | 1,519,287 | $7,254.60万 | 35.72% | 66,572 | 加仓 |
| Rather & Kittrell, Inc. | 1,429,896 | $6,827.76万 | 9.54% | 97,885 | 加仓 |
| Diversified Portfolios, Inc. | 1,335,001 | $6,374.63万 | 4.62% | -1,421 | 减仓 |
| ASSETMARK, INC | 1,284,088 | $6,131.52万 | 0.11% | 93,262 | 加仓 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,271,511 | $6,071.47万 | 8.64% | 25,886 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,229,386 | $5,870.32万 | 0.07% | 46,555 | 加仓 |
| WPWealth LLP | 1,188,766 | $5,676.36万 | 8.42% | -21,133 | 减仓 |
| Ruedi Wealth Management, Inc. | 1,144,966 | $5,467.21万 | 12.82% | 47,663 | 加仓 |
| 55 North Private Wealth, LLC | 1,073,749 | $5,127.15万 | 10.09% | 194,420 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,045,893 | $4,994.14万 | 0.23% | 128,075 | 加仓 |
| Financial Plan, Inc. | 1,038,034 | $4,956.61万 | 4.70% | 120,893 | 加仓 |
| CURIO WEALTH, LLC | 1,033,379 | $4,934.39万 | 15.31% | 75,103 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 1,021,000 | $4,875.20万 | 0.06% | 673,814 | 加仓 |
| RAM Investment Partners, LLC | 1,008,448 | $4,815.34万 | 7.70% | 9,986 | 加仓 |
| CPA Asset Management Group, LLC | 980,940 | $4,683.99万 | 13.49% | 524,230 | 加仓 |
| Parkwoods Wealth Partners, LLC | 972,134 | $4,641.94万 | 7.46% | 526,275 | 加仓 |
| PARK AVENUE SECURITIES LLC | 903,188 | $4,312.70万 | 0.27% | 133,476 | 加仓 |
| Altiora Financial Group, LLC | 876,910 | $4,187.25万 | 6.60% | -45,605 | 减仓 |
| Woodward Financial Advisors, Inc. | 857,876 | $4,096.36万 | 13.69% | — | — |
| BANK OF AMERICA CORP /DE/ | 847,823 | $4,048.35万 | 0.00% | 96,173 | 加仓 |
| Signature Resources Capital Management, LLC | 812,642 | $3,880.37万 | 15.30% | 39,562 | 加仓 |
| Wealthquest Corp | 804,122 | $3,839.68万 | 2.42% | -698,394 | 减仓 |
| Elser Financial Planning, Inc | 798,092 | $3,810.89万 | 1.65% | 25,379 | 加仓 |
| ECLECTIC ASSOCIATES INC /ADV | 795,671 | $3,799.34万 | 4.33% | 109,607 | 加仓 |
| MASECO LLP | 772,357 | $3,687.23万 | 1.04% | 33,518 | 加仓 |
| Wheelhouse Advisory Group LLC | 771,244 | $3,682.69万 | 10.39% | 153,714 | 加仓 |
| GREAT OAK CAPITAL PARTNERS, LLC | 663,877 | $3,157.40万 | 6.82% | 68,158 | 加仓 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 640,173 | $3,056.83万 | 4.03% | 85,260 | 加仓 |
| Mattern Wealth Management LLC | 604,523 | $2,886.60万 | 4.74% | 1,149 | 加仓 |
| Valued Wealth Advisors LLC | 601,233 | $2,870.88万 | 10.43% | 43,499 | 加仓 |
| Allegiance Financial Group Advisory Services LLC | 581,099 | $2,774.75万 | 4.80% | 69,200 | 加仓 |
| Farther Finance Advisors, LLC | 579,720 | $2,768.16万 | 0.22% | 11,604 | 加仓 |
| Integrated Wealth Concepts LLC | 562,109 | $2,684.08万 | 0.13% | 277,625 | 加仓 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 549,062 | $2,621.77万 | 2.07% | 42,680 | 加仓 |
| Keyes, Stange & Wooten Wealth Management, LLC | 541,966 | $2,587.89万 | 10.33% | 49,217 | 加仓 |
| LEGACY FINANCIAL GROUP, INC. | 538,926 | $2,573.37万 | 6.01% | 71,612 | 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 🔒