DFSU DIMENSIONAL ETF TRUST
US SUSTAINABILTY
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 | 276 | 36,440,220 | $17.00亿 | 22 | 129 | 77 | 9 | $9,224.76万 |
| 2026Q1 | 260 | 34,560,882 | $14.24亿 | 15 | 139 | 60 | 8 | $1.13亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Pathstone Holdings, LLC | 加仓 | $1,285.96万 |
| AWM CAPITAL, LLC | 加仓 | $1,076.87万 |
| Focus Partners Wealth | 加仓 | $1,063.03万 |
| Citrine Capital LLC | 加仓 | $885.80万 |
| Wealthspire Advisors, LLC | 加仓 | $729.04万 |
| Clarity Wealth Development LLC | 新建仓 | $728.44万 |
| Savant Capital, LLC | 加仓 | $429.15万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $359.06万 |
| Vise Technologies, Inc. | 加仓 | $347.23万 |
| MISSION WEALTH MANAGEMENT, LP | 加仓 | $254.05万 |
| OSAIC HOLDINGS, INC. | 加仓 | $210.36万 |
| Cerity Partners LLC | 新建仓 | $209.99万 |
| MASECO LLP | 加仓 | $206.90万 |
| Equita Financial Network, Inc. | 加仓 | $189.18万 |
| Private Wealth Management Group, LLC | 新建仓 | $188.77万 |
| OneDigital Investment Advisors LLC | 加仓 | $178.64万 |
| EP Wealth Advisors, LLC | 加仓 | $143.32万 |
| BRIGHTON JONES LLC | 加仓 | $133.70万 |
| MARS JEWETT FINANCIAL GROUP, INC. | 新建仓 | $131.69万 |
| Composition Wealth, LLC | 加仓 | $123.13万 |
2026Q2 卖出最多
| Broadhurst Jeffrey B | 减仓 | -$564.29万 |
| JANE STREET GROUP, LLC | 清仓 | -$202.53万 |
| Addison Advisors LLC | 减仓 | -$179.95万 |
| Caprock Group, LLC | 清仓 | -$151.52万 |
| Monument Group Wealth Advisors, LLC | 减仓 | -$149.30万 |
| Quantum Financial Advisors, LLC | 减仓 | -$102.62万 |
| CONSILIO WEALTH ADVISORS, LLC | 清仓 | -$97.46万 |
| Truepoint, Inc. | 减仓 | -$80.32万 |
| BANK OF AMERICA CORP /DE/ | 清仓 | -$78.32万 |
| Betterment LLC | 减仓 | -$72.72万 |
| SJS Investment Consulting Inc. | 减仓 | -$72.59万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$68.87万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$67.65万 |
| Rockbridge Investment Management, LCC | 减仓 | -$63.58万 |
| Ascentis Independent Advisors | 清仓 | -$47.06万 |
| Clearstead Advisors, LLC | 减仓 | -$46.25万 |
| Alpha Financial Advisors, LLC | 清仓 | -$38.42万 |
| Avise Financial Cooperative, Inc. | 清仓 | -$36.99万 |
| GTS SECURITIES LLC | 减仓 | -$34.37万 |
| Corient Private Wealth LP | 减仓 | -$31.70万 |
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 |
|---|---|---|---|---|---|
| Retirement Solution LLC | 5,478,280 | $2.55亿 | 49.95% | 11,912 | 加仓 |
| AWM CAPITAL, LLC | 3,511,890 | $1.64亿 | 13.11% | 230,939 | 加仓 |
| Quantum Financial Advisors, LLC | 2,379,557 | $1.11亿 | 9.65% | -22,007 | 减仓 |
| Focus Partners Wealth | 2,160,532 | $1.01亿 | 0.10% | 227,971 | 加仓 |
| MASECO LLP | 2,068,712 | $9,649.51万 | 2.71% | 44,357 | 加仓 |
| Citrine Capital LLC | 1,569,106 | $7,316.74万 | 27.08% | 189,964 | 加仓 |
| Pathstone Holdings, LLC | 1,508,057 | $7,032.07万 | 0.20% | 275,779 | 加仓 |
| Abacus Wealth Partners, LLC | 1,300,763 | $6,063.27万 | 6.37% | 19,051 | 加仓 |
| EP Wealth Advisors, LLC | 734,838 | $3,426.55万 | 0.13% | 30,736 | 加仓 |
| Savant Capital, LLC | 549,074 | $2,562.40万 | 0.08% | 91,959 | 加仓 |
| Five Oceans Advisors | 489,837 | $2,284.11万 | 7.34% | 22,508 | 加仓 |
| Forum Financial Management, LP | 471,383 | $2,198.06万 | 0.28% | 21,800 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 460,197 | $2,145.90万 | 0.03% | 77,003 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 415,678 | $1,971.56万 | 0.03% | -14,264 | 减仓 |
| Pure Financial Advisors, LLC | 419,670 | $1,956.92万 | 0.25% | 10,442 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 416,292 | $1,941.17万 | 0.16% | 11,626 | 加仓 |
| Apella Capital, LLC | 409,314 | $1,926.23万 | 0.27% | 13,871 | 加仓 |
| Gibson Capital, LLC | 375,765 | $1,752.19万 | 2.87% | 0 | 不变 |
| Beacon Pointe Advisors, LLC | 341,750 | $1,593.58万 | 0.07% | 4,713 | 加仓 |
| Simplicity Wealth,LLC | 319,712 | $1,490.82万 | 0.50% | 22,506 | 加仓 |
| Triune Financial Partners, LLC | 281,794 | $1,314.01万 | 2.74% | 81 | 加仓 |
| TCI Wealth Advisors, Inc. | 275,091 | $1,282.75万 | 0.55% | 4,099 | 加仓 |
| Wealth Architects, LLC | 267,678 | $1,248.19万 | 0.99% | 593 | 加仓 |
| OneDigital Investment Advisors LLC | 267,228 | $1,246.08万 | 0.11% | 38,310 | 加仓 |
| QUARRY HILL ADVISORS, LLC | 257,533 | $1,200.88万 | 4.61% | 13,597 | 加仓 |
| New Capital Management LP | 247,912 | $1,156.01万 | 2.63% | 422 | 加仓 |
| Betterment LLC | 246,132 | $1,147.70万 | 0.02% | -15,595 | 减仓 |
| Elser Financial Planning, Inc | 242,897 | $1,132.63万 | 0.49% | 16,858 | 加仓 |
| BRIGHTON JONES LLC | 233,340 | $1,088.07万 | 0.20% | 28,673 | 加仓 |
| NWAM LLC | 210,940 | $983.61万 | 0.49% | 1,590 | 加仓 |
| Corient Private Wealth LP | 206,975 | $965.12万 | 0.01% | -6,799 | 减仓 |
| SJS Investment Consulting Inc. | 194,776 | $908.24万 | 0.99% | -15,568 | 减仓 |
| Momentous Wealth Management, Inc. | 194,319 | $906.11万 | 4.64% | 256 | 加仓 |
| Planning Center, Inc. | 186,762 | $870.87万 | 0.82% | 2,019 | 加仓 |
| LPL Financial LLC | 185,046 | $862.87万 | 0.00% | 17,328 | 加仓 |
| Cardinal Point Capital Management ULC | 182,564 | $851.30万 | 0.48% | -250 | 减仓 |
| Wealthspire Advisors, LLC | 173,982 | $811.28万 | 0.04% | 156,346 | 加仓 |
| Equita Financial Network, Inc. | 159,672 | $744.55万 | 2.07% | 40,570 | 加仓 |
| Composition Wealth, LLC | 158,946 | $741.17万 | 0.09% | 26,406 | 加仓 |
| Clarity Wealth Development LLC | 156,216 | $728.44万 | 4.04% | 156,216 | 新建仓 |
| Sequoia Financial Advisors, LLC | 150,199 | $700.38万 | 0.03% | -1,199 | 减仓 |
| ELEVATION WEALTH PARTNERS, LLC | 143,443 | $668.87万 | 2.00% | -677 | 减仓 |
| Allodium Investment Consultants, LLC | 142,553 | $664.72万 | 2.82% | -3,384 | 减仓 |
| RAM Investment Partners, LLC | 136,596 | $636.95万 | 1.02% | 7,981 | 加仓 |
| Donalies Financial Planning, LLC | 132,972 | $620.05万 | 4.57% | -2,152 | 减仓 |
| Vise Technologies, Inc. | 131,054 | $611.11万 | 0.07% | 74,465 | 加仓 |
| Root Financial Partners, LLC | 129,700 | $604.79万 | 0.23% | 15,591 | 加仓 |
| BROWN ADVISORY INC | 129,060 | $601.81万 | 0.01% | 6,929 | 加仓 |
| Wealth Management Strategies, Inc. | 124,022 | $578.31万 | 2.26% | -121 | 减仓 |
| Foster Group, Inc. | 115,631 | $539.19万 | 0.14% | -2,214 | 减仓 |
内部人交易（Form 4）
DFSU 董事、高管和大股东的最新买卖申报。专业版可看 🔒