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 🔒 | ||||||||
2026Q1 买入最多
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $1.20亿 |
| Elser Financial Planning, Inc | 加仓 | $4,278.26万 |
| FISCHER INVESTMENT STRATEGIES, LLC | 新建仓 | $2,071.62万 |
| Allworth Financial LP | 加仓 | $1,876.73万 |
| Apella Capital, LLC | 加仓 | $1,714.92万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $1,519.39万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,276.42万 |
| BANK OF MONTREAL /CAN/ | 加仓 | $1,046.37万 |
| Factor Wealth Management LTD | 加仓 | $864.29万 |
| Verus Financial Partners, Inc. | 加仓 | $776.38万 |
| TCI Wealth Advisors, Inc. | 加仓 | $700.48万 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 加仓 | $660.25万 |
| HUB Investment Partners, LLC | 加仓 | $593.29万 |
| M Holdings Securities, Inc. | 加仓 | $553.47万 |
| Integrated Wealth Concepts LLC | 加仓 | $489.13万 |
| Merit Financial Group, LLC | 加仓 | $423.72万 |
| Farther Finance Advisors, LLC | 加仓 | $406.27万 |
| Parkwoods Wealth Partners, LLC | 加仓 | $399.99万 |
| Arkadios Wealth Advisors | 加仓 | $355.02万 |
| Quantinno Capital Management LP | 加仓 | $346.02万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$4.92亿 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$4,358.06万 |
| Savant Capital, LLC | 减仓 | -$1,840.61万 |
| NORTHERN TRUST CORP | 减仓 | -$1,650.19万 |
| McMill Wealth Management | 清仓 | -$1,640.78万 |
| Plancorp, LLC | 减仓 | -$806.45万 |
| Root Financial Partners, LLC | 减仓 | -$432.21万 |
| Creative Planning | 减仓 | -$419.37万 |
| TIAA TRUST, NATIONAL ASSOCIATION | 清仓 | -$369.92万 |
| Pathstone Holdings, LLC | 减仓 | -$368.38万 |
| Focus Partners Wealth | 减仓 | -$352.62万 |
| HighTower Advisors, LLC | 减仓 | -$311.44万 |
| Planning Center, Inc. | 减仓 | -$226.72万 |
| WorthPointe, LLC | 减仓 | -$219.33万 |
| Beaird Harris Wealth Management, LLC | 减仓 | -$214.26万 |
| Symmetry Partners, LLC | 减仓 | -$192.85万 |
| CARDIFF PARK ADVISORS, LLC | 减仓 | -$190.21万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$179.63万 |
| CFS Investment Advisory Services, LLC | 减仓 | -$169.32万 |
| Trust Co of the South | 减仓 | -$169.12万 |
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 42,337,032 | $20.52亿 | 3.04% | 2,473,806 | 加仓 |
| Savant Capital, LLC | 15,398,022 | $7.46亿 | 3.61% | -379,820 | 减仓 |
| Focus Partners Wealth | 14,695,031 | $7.12亿 | 0.79% | -72,756 | 减仓 |
| Corient Private Wealth LP | 9,736,043 | $4.72亿 | 0.67% | -10,161,455 | 减仓 |
| Index Fund Advisors, Inc. | 5,738,753 | $2.78亿 | 12.51% | 5,083 | 加仓 |
| Plancorp, LLC | 5,558,959 | $2.78亿 | 7.85% | -161,483 | 减仓 |
| NORTHERN TRUST CORP | 5,544,720 | $2.69亿 | 0.04% | -340,526 | 减仓 |
| Creative Planning | 4,952,745 | $2.40亿 | 0.16% | -86,540 | 减仓 |
| Focus Partners Advisor Solutions, LLC | 4,949,965 | $2.40亿 | 2.42% | 313,543 | 加仓 |
| HighTower Advisors, LLC | 4,467,375 | $2.16亿 | 0.23% | -64,268 | 减仓 |
| TCI Wealth Advisors, Inc. | 3,464,039 | $1.68亿 | 8.91% | 144,548 | 加仓 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,194,495 | $1.55亿 | 2.68% | 136,247 | 加仓 |
| Cerity Partners LLC | 2,532,792 | $1.23亿 | 0.17% | 56,421 | 加仓 |
| Modera Wealth Management, LLC | 2,179,811 | $1.06亿 | 1.27% | -14,895 | 减仓 |
| MASECO LLP | 2,021,042 | $9,788.92万 | 3.07% | -11,362 | 减仓 |
| Truepoint, Inc. | 1,943,122 | $9,416.37万 | 2.10% | -23,489 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,806,666 | $8,791.23万 | 0.18% | -895,614 | 减仓 |
| Trust Co of the South | 1,727,175 | $8,369.90万 | 13.46% | -34,898 | 减仓 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1,674,054 | $8,360.22万 | 7.40% | -16,466 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,373,581 | $6,656.37万 | 0.02% | 8,286 | 加仓 |
| Beacon Pointe Advisors, LLC | 1,373,476 | $6,655.86万 | 0.35% | 54,042 | 加仓 |
| LPL Financial LLC | 1,366,685 | $6,622.96万 | 0.02% | 11,341 | 加仓 |
| Evanson Asset Management, LLC | 1,338,275 | $6,485.28万 | 3.52% | 5,151 | 加仓 |
| CHOREO, LLC | 1,279,108 | $6,198.56万 | 0.76% | -21,898 | 减仓 |
| Foster Group, Inc. | 1,274,002 | $6,173.81万 | 1.84% | -7,491 | 减仓 |
| Beaird Harris Wealth Management, LLC | 1,224,800 | $5,935.38万 | 4.04% | -44,214 | 减仓 |
| Forum Financial Management, LP | 1,173,592 | $5,687.23万 | 0.80% | -17,349 | 减仓 |
| Pathstone Holdings, LLC | 1,159,964 | $5,621.18万 | 0.22% | -76,017 | 减仓 |
| Apella Capital, LLC | 1,074,939 | $5,474.67万 | 0.81% | 336,721 | 加仓 |
| Allworth Financial LP | 1,104,019 | $5,350.07万 | 0.22% | 387,275 | 加仓 |
| SACHEM HILL LLC | 1,060,870 | $5,140.98万 | 9.96% | -4,075 | 减仓 |
| Parkwoods Wealth Partners, LLC | 1,024,876 | $4,966.55万 | 12.18% | 82,541 | 加仓 |
| MONOGRAPH WEALTH ADVISORS, LLC | 1,014,868 | $4,918.05万 | 4.66% | 46,425 | 加仓 |
| Porter White Investment Advisors, Inc. | 977,943 | $4,739.11万 | 18.98% | 4,367 | 加仓 |
| Team Hewins, LLC | 964,366 | $4,673.32万 | 13.89% | -6,782 | 减仓 |
| Triune Financial Partners, LLC | 956,405 | $4,634.74万 | 11.02% | 8,783 | 加仓 |
| TFC Financial Management, Inc. | 909,157 | $4,405.78万 | 5.43% | -7,865 | 减仓 |
| Elser Financial Planning, Inc | 891,980 | $4,313.69万 | 2.09% | 884,653 | 加仓 |
| KEB ASSET MANAGEMENT, LLC | 849,146 | $4,114.96万 | 7.88% | 20,861 | 加仓 |
| Heritage Investment Group, Inc. | 845,476 | $4,097.18万 | 6.20% | -25,122 | 减仓 |
| Guardian Wealth Management, LLC | 843,510 | $4,087.65万 | 12.40% | -11,608 | 减仓 |
| Smartleaf Asset Management LLC | 847,220 | $4,025.14万 | 1.45% | 20,291 | 加仓 |
| Disciplined Equity Management, Inc. | 808,704 | $3,918.98万 | 19.69% | 6,395 | 加仓 |
| EARNED WEALTH ADVISORS, LLC | 800,485 | $3,879.15万 | 2.59% | 3,106 | 加仓 |
| M Holdings Securities, Inc. | 769,593 | $3,866.60万 | 2.60% | 110,161 | 加仓 |
| Verus Financial Partners, Inc. | 751,341 | $3,792.77万 | 3.40% | 153,800 | 加仓 |
| SAX WEALTH ADVISORS, LLC | 812,006 | $3,783.13万 | 1.83% | -1,376 | 减仓 |
| Wescott Financial Advisory Group, LLC | 771,747 | $3,739.89万 | 3.28% | 1,745 | 加仓 |
| Integrated Wealth Concepts LLC | 759,047 | $3,678.34万 | 0.29% | 100,934 | 加仓 |
| DIXON FNANCIAL SERVICES, INC. | 750,565 | $3,637.24万 | 16.33% | -10,308 | 减仓 |
内部人交易（Form 4）
DFUV 董事、高管和大股东的最新买卖申报。专业版可看 🔒