DFUV DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
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 | 798 | 218,477,818 | $120.10亿 | 55 | 234 | 258 | 27 | -$3.87亿 |
| 2026Q1 | 768 | 225,698,081 | $109.52亿 | 47 | 230 | 255 | 11 | -$2.93亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $5,681.73万 |
| Integrated Wealth Concepts LLC | 加仓 | $3,459.33万 |
| TCI Wealth Advisors, Inc. | 加仓 | $3,194.39万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $2,109.63万 |
| Factor Wealth Management LTD | 加仓 | $1,264.34万 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 加仓 | $883.45万 |
| MAI Capital Management | 加仓 | $739.07万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $691.89万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $646.79万 |
| Modera Wealth Management, LLC | 加仓 | $615.69万 |
| Cerity Partners LLC | 加仓 | $613.45万 |
| Wolfstich Capital, LLC | 新建仓 | $609.37万 |
| CITADEL ADVISORS LLC | 新建仓 | $585.46万 |
| FIDUCIARY FINANCIAL ADVISORS | 加仓 | $499.00万 |
| MARSHALL WACE, LLP | 新建仓 | $493.52万 |
| FISCHER INVESTMENT STRATEGIES, LLC | 加仓 | $475.22万 |
| Verus Financial Partners, Inc. | 加仓 | $452.04万 |
| Quantinno Capital Management LP | 加仓 | $386.87万 |
| OSAIC HOLDINGS, INC. | 加仓 | $315.72万 |
| KEB ASSET MANAGEMENT, LLC | 加仓 | $281.56万 |
2026Q2 卖出最多
| Corient Private Wealth LP | 减仓 | -$3.26亿 |
| Plancorp, LLC | 减仓 | -$1.27亿 |
| NORTHERN TRUST CORP | 减仓 | -$3,585.38万 |
| Focus Partners Wealth | 减仓 | -$2,626.00万 |
| Allworth Financial LP | 减仓 | -$2,196.03万 |
| Kooman & Associates | 减仓 | -$1,844.00万 |
| Root Financial Partners, LLC | 减仓 | -$1,360.53万 |
| Vise Technologies, Inc. | 减仓 | -$1,218.81万 |
| M Holdings Securities, Inc. | 减仓 | -$1,168.77万 |
| Savant Capital, LLC | 减仓 | -$818.31万 |
| Addison Advisors LLC | 减仓 | -$775.02万 |
| Porter White Investment Advisors, Inc. | 减仓 | -$501.34万 |
| Creative Planning | 减仓 | -$480.91万 |
| EverSource Wealth Advisors, LLC | 减仓 | -$379.02万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$368.44万 |
| Mariner, LLC | 减仓 | -$298.22万 |
| WPWealth LLP | 减仓 | -$291.09万 |
| Blue Trust, Inc. | 减仓 | -$231.36万 |
| Quadrature Capital Ltd | 清仓 | -$230.82万 |
| Truepoint, Inc. | 减仓 | -$224.99万 |
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 43,369,886 | $23.86亿 | 2.95% | 1,032,854 | 加仓 |
| Savant Capital, LLC | 15,249,311 | $8.39亿 | 2.46% | -148,711 | 减仓 |
| Focus Partners Wealth | 14,217,663 | $7.82亿 | 0.80% | -477,368 | 减仓 |
| Index Fund Advisors, Inc. | 5,787,541 | $3.18亿 | 12.64% | 48,788 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 4,999,844 | $2.75亿 | 2.33% | 49,879 | 加仓 |
| NORTHERN TRUST CORP | 4,892,951 | $2.69亿 | 0.03% | -651,769 | 减仓 |
| Creative Planning | 4,865,323 | $2.68亿 | 0.16% | -87,422 | 减仓 |
| HighTower Advisors, LLC | 4,432,562 | $2.44亿 | 0.23% | -34,813 | 减仓 |
| TCI Wealth Advisors, Inc. | 4,044,731 | $2.23亿 | 9.63% | 580,692 | 加仓 |
| Corient Private Wealth LP | 3,801,714 | $2.09亿 | 0.29% | -5,934,329 | 减仓 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,355,094 | $1.85亿 | 2.69% | 160,599 | 加仓 |
| Plancorp, LLC | 3,242,114 | $1.78亿 | 4.35% | -2,316,845 | 减仓 |
| Cerity Partners LLC | 2,644,308 | $1.45亿 | 0.18% | 111,516 | 加仓 |
| Modera Wealth Management, LLC | 2,291,735 | $1.26亿 | 1.35% | 111,924 | 加仓 |
| MASECO LLP | 1,999,281 | $1.10亿 | 3.09% | -21,761 | 减仓 |
| Truepoint, Inc. | 1,902,222 | $1.05亿 | 2.18% | -40,900 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,853,369 | $1.02亿 | 0.17% | 46,703 | 加仓 |
| Trust Co of the South | 1,722,466 | $9,475.30万 | 13.34% | -4,709 | 减仓 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1,669,238 | $9,182.48万 | 7.26% | -4,816 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,408,163 | $7,746.30万 | 0.02% | 34,582 | 加仓 |
| Integrated Wealth Concepts LLC | 1,387,899 | $7,634.87万 | 0.37% | 628,852 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,342,005 | $7,382.37万 | 0.34% | -31,471 | 减仓 |
| LPL Financial LLC | 1,341,644 | $7,380.39万 | 0.02% | -25,041 | 减仓 |
| Evanson Financial, LLC | 1,317,420 | $7,247.13万 | 3.58% | — | — |
| CHOREO, LLC | 1,283,006 | $7,057.82万 | 0.77% | 3,898 | 加仓 |
| Foster Group, Inc. | 1,263,263 | $6,949.21万 | 1.85% | -10,739 | 减仓 |
| Beaird Harris Wealth Management, LLC | 1,193,244 | $6,564.04万 | 4.11% | -31,556 | 减仓 |
| Forum Financial Management, LP | 1,159,212 | $6,376.82万 | 0.82% | -14,380 | 减仓 |
| Pathstone Holdings, LLC | 1,133,788 | $6,236.97万 | 0.18% | -26,176 | 减仓 |
| Apella Capital, LLC | 1,070,075 | $5,875.78万 | 0.83% | -4,864 | 减仓 |
| Parkwoods Wealth Partners, LLC | 1,063,093 | $5,848.08万 | 9.40% | 38,217 | 加仓 |
| SACHEM HILL LLC | 1,047,542 | $5,762.53万 | 10.24% | -13,328 | 减仓 |
| MONOGRAPH WEALTH ADVISORS, LLC | 1,022,464 | $5,624.57万 | 4.62% | 7,596 | 加仓 |
| Triune Financial Partners, LLC | 981,939 | $5,401.65万 | 11.28% | 25,534 | 加仓 |
| Team Hewins, LLC | 951,799 | $5,235.85万 | 14.32% | -12,567 | 减仓 |
| Factor Wealth Management LTD | 948,209 | $5,216.10万 | 7.89% | 229,839 | 加仓 |
| TFC Financial Management, Inc. | 905,753 | $4,982.55万 | 5.52% | -3,404 | 减仓 |
| KEB ASSET MANAGEMENT, LLC | 900,330 | $4,952.71万 | 8.02% | 51,184 | 加仓 |
| Porter White Investment Advisors, Inc. | 886,806 | $4,878.32万 | 18.78% | -91,137 | 减仓 |
| Elser Financial Planning, Inc | 882,671 | $4,855.58万 | 2.11% | -9,309 | 减仓 |
| Smartleaf Asset Management LLC | 847,220 | $4,670.72万 | 1.52% | 0 | 不变 |
| Disciplined Equity Management, Inc. | 838,894 | $4,614.76万 | 20.44% | 30,190 | 加仓 |
| Heritage Investment Group, Inc. | 836,665 | $4,602.49万 | 6.18% | -8,811 | 减仓 |
| Verus Financial Partners, Inc. | 833,515 | $4,585.16万 | 3.92% | 82,174 | 加仓 |
| Guardian Wealth Management, LLC | 824,333 | $4,534.66万 | 12.71% | -19,177 | 减仓 |
| EARNED WEALTH ADVISORS, LLC | 792,213 | $4,357.96万 | 2.81% | -8,272 | 减仓 |
| Timonier Family Office, LTD. | 769,971 | $4,235.61万 | 11.96% | — | — |
| Wescott Financial Advisory Group, LLC | 754,353 | $4,149.69万 | 3.21% | -17,394 | 减仓 |
| DIXON FNANCIAL SERVICES, INC. | 745,784 | $4,102.56万 | 16.62% | -4,781 | 减仓 |
| SAX WEALTH ADVISORS, LLC | 814,035 | $3,944.81万 | 1.61% | 2,029 | 加仓 |
内部人交易（Form 4）
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