13F 机构持仓

DFVX DIMENSIONAL ETF TRUST

US LARGE CAP VEC

持有机构数512026Q2
26Q126Q2
机构合计持股(股)5,753,9402026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2515,753,940$4.89亿 112174-$2,628.39万
2026Q1426,080,602$4.82亿 519105$3,963.33万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

HBK Sorce Advisory LLC加仓$627.66万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$249.09万
GOLDMAN SACHS GROUP INC新建仓$233.49万
CURIO WEALTH, LLC加仓$95.04万
LPL Financial LLC加仓$94.31万
BDFS Capital LLC新建仓$83.87万
Chicago Partners Investment Group LLC加仓$77.46万
Haverford Trust Co新建仓$40.98万
Wealth Enhancement Trust Services, Inc.新建仓$38.97万
Elite Life Management LLC加仓$36.22万
Farther Finance Advisors, LLC加仓$35.40万
IEQ CAPITAL, LLC新建仓$27.53万
Independent Wealth Advisors LLC新建仓$22.66万
Legacy Capital Wealth Partners, LLC新建仓$20.81万
HighPoint Advisor Group LLC新建仓$20.66万
BNP PARIBAS FINANCIAL MARKETS加仓$15.60万
MORGAN STANLEY加仓$14.96万
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC加仓$10.23万
Integrated Wealth Concepts LLC新建仓$10.12万
CARY STREET PARTNERS INVESTMENT ADVISORY LLC加仓$9.61万

2026Q2 卖出最多

Wealthquest Corp减仓-$3,637.56万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$357.31万
M Holdings Securities, Inc.减仓-$341.32万
PRIVATE TRUST CO NA清仓-$35.21万
EWA, LLC减仓-$22.00万
CARY STREET PARTNERS FINANCIAL LLC减仓-$11.74万
American Investment Services, Inc.减仓-$8.47万
CITADEL ADVISORS LLC减仓-$7.46万
Pinion Investment Advisors, LLC减仓-$3.81万
PNC Financial Services Group, Inc.清仓-$9,287
JPMORGAN CHASE & CO清仓-$12

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
HBK Sorce Advisory LLC4,498,358$3.85亿7.29%73,351加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC352,093$2,926.01万0.05%29,973加仓
Wealthquest Corp242,157$1,991.32万1.26%-442,351减仓
CURIO WEALTH, LLC127,323$1,047.01万3.25%11,558加仓
Chicago Partners Investment Group LLC104,531$854.85万0.17%9,472加仓
Elite Life Management LLC86,039$736.24万8.62%4,233加仓
Medallion Wealth Advisors, LLC47,862$393.57万1.20%1,106加仓
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC44,209$378.30万2.25%1,196加仓
GOLDMAN SACHS GROUP INC28,394$233.49万0.00%28,394新建仓
M Holdings Securities, Inc.26,427$217.40万0.30%-41,491减仓
LPL Financial LLC20,110$165.37万0.00%11,468加仓
First Financial Group Corp18,470$151.88万1.10%800加仓
CITADEL ADVISORS LLC16,773$137.93万0.00%-907减仓
WPWealth LLP16,590$136.42万0.20%0不变
Vantage Point Financial LLC12,221$100.50万0.31%9加仓
BDFS Capital LLC10,199$83.87万0.36%10,199新建仓
Pinion Investment Advisors, LLC10,022$82.41万0.16%-463减仓
CARY STREET PARTNERS FINANCIAL LLC9,862$81.10万0.02%-1,428减仓
American Investment Services, Inc.8,180$67.27万0.14%-1,030减仓
EWA, LLC8,148$67.00万0.12%-2,675减仓
Northwest Bancshares, Inc.5,883$48.38万0.09%0不变
Haverford Trust Co4,983$40.98万0.00%4,983新建仓
Farther Finance Advisors, LLC4,921$40.47万0.00%4,305加仓
Wealth Enhancement Trust Services, Inc.4,739$38.97万0.04%4,739新建仓
Rockwood Wealth Management, LLC3,983$32.75万0.02%0不变
BNP PARIBAS FINANCIAL MARKETS3,854$31.69万0.00%1,897加仓
HighTower Advisors, LLC3,791$31.17万0.00%11加仓
Betterment LLC3,578$29.40万0.00%489加仓
IEQ CAPITAL, LLC3,348$27.53万0.00%3,348新建仓
Strategic Investment Solutions, Inc. /IL2,967$24.40万0.06%8加仓
Independent Wealth Advisors LLC2,756$22.66万0.21%2,756新建仓
Legacy Capital Wealth Partners, LLC2,531$20.81万0.04%2,531新建仓
HighPoint Advisor Group LLC2,513$20.66万0.01%2,513新建仓
Evanson Financial, LLC2,502$20.57万0.01%——
MORGAN STANLEY1,933$15.90万0.00%1,819加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,715$14.10万0.00%0不变
CARY STREET PARTNERS INVESTMENT ADVISORY LLC1,693$13.93万0.03%1,168加仓
Signature Resources Capital Management, LLC1,500$12.33万0.05%0不变
RAFFA WEALTH MANAGEMENT, LLC1,450$11.92万0.02%4加仓
Integrated Wealth Concepts LLC1,230$10.12万0.00%1,230新建仓
Aptus Capital Advisors, LLC1,000$8.22万0.00%1,000新建仓
HARBOUR INVESTMENTS, INC.896$7.37万0.00%1加仓
OSAIC HOLDINGS, INC.655$5.39万0.00%100加仓
ASSETMARK, INC378$3.11万0.00%0不变
Crews Bank & Trust325$2.67万0.00%0不变
UBS Group AG317$2.61万0.00%218重新持有
CITIGROUP INC138$1.13万0.00%106加仓
Allworth Financial LP137$1.13万0.00%0不变
FIDUCIARY FINANCIAL ADVISORS130$1.07万0.00%130新建仓
ELEVATE WEALTH ADVISORY, INC70$5,7560.00%0不变

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