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 🔒

2026Q1 买入最多

Wealthquest Corp加仓$1,998.03万
HBK Sorce Advisory LLC加仓$975.65万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$807.62万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$161.69万
CURIO WEALTH, LLC加仓$77.82万
Medallion Wealth Advisors, LLC加仓$43.09万
Chicago Partners Investment Group LLC加仓$28.89万
Elite Life Management LLC加仓$23.17万
Betterment LLC新建仓$23.00万
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC加仓$22.48万
First Financial Group Corp加仓$22.14万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO新建仓$12.74万
HARBOUR INVESTMENTS, INC.新建仓$6.65万
Farther Finance Advisors, LLC新建仓$4.60万
LPL Financial LLC加仓$4.34万
BNP PARIBAS FINANCIAL MARKETS加仓$3.15万
Crews Bank & Trust新建仓$2.41万
ASSETMARK, INC加仓$2.37万
CARY STREET PARTNERS INVESTMENT ADVISORY LLC加仓$7,958
OSAIC HOLDINGS, INC.加仓$4,086

2026Q1 卖出最多

CITADEL ADVISORS LLC减仓-$153.42万
EWA, LLC减仓-$29.76万
CARY STREET PARTNERS FINANCIAL LLC减仓-$20.20万
American Investment Services, Inc.减仓-$18.32万
WELLS FARGO & COMPANY/MN清仓-$11.17万
OPTIMA CAPITAL LLC清仓-$10.00万
MORGAN STANLEY减仓-$6.47万
Pinion Investment Advisors, LLC减仓-$3.34万
ROYAL BANK OF CANADA清仓-$2.40万
PNC Financial Services Group, Inc.减仓-$2.38万
Vantage Point Financial LLC减仓-$4,532
CITIGROUP INC减仓-$74
ELEVATE WEALTH ADVISORY, INC减仓-$74
JPMORGAN CHASE & CO清仓-$12

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
HBK Sorce Advisory LLC4,425,007$3.57亿7.01%120,808加仓
Wealthquest Corp684,508$5,087.90万1.86%268,808加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC322,120$2,406.24万0.05%108,115加仓
CURIO WEALTH, LLC115,765$860.11万2.94%10,474加仓
Chicago Partners Investment Group LLC95,059$754.80万0.15%3,638加仓
Elite Life Management LLC81,806$660.67万8.26%2,869加仓
M Holdings Securities, Inc.67,918$504.60万0.34%0不变
SUSQUEHANNA INTERNATIONAL GROUP, LLP48,092$357.31万0.00%21,763加仓
Medallion Wealth Advisors, LLC46,756$347.38万1.13%5,800加仓
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC43,013$346.86万2.18%2,788加仓
CITADEL ADVISORS LLC17,680$131.36万0.00%-20,649减仓
First Financial Group Corp17,670$131.28万1.07%2,980加仓
WPWealth LLP16,590$123.26万0.19%0不变
Vantage Point Financial LLC12,212$90.74万0.32%-61减仓
CARY STREET PARTNERS FINANCIAL LLC11,290$83.89万0.02%-2,719减仓
EWA, LLC10,823$80.41万0.18%-4,005减仓
Pinion Investment Advisors, LLC10,485$77.90万0.18%-450减仓
American Investment Services, Inc.9,210$68.43万0.15%-2,466减仓
LPL Financial LLC8,642$64.21万0.00%584加仓
Northwest Bancshares, Inc.5,883$43.71万0.09%0不变
PRIVATE TRUST CO NA4,739$35.21万0.03%0不变
Rockwood Wealth Management, LLC3,983$29.59万0.02%0不变
HighTower Advisors, LLC3,780$28.09万0.00%13加仓
Betterment LLC3,089$23.00万0.00%3,089新建仓
Strategic Investment Solutions, Inc. /IL2,959$21.98万0.05%10加仓
BNP PARIBAS FINANCIAL MARKETS1,957$14.54万0.00%424加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,715$12.74万0.00%1,715新建仓
Signature Resources Capital Management, LLC1,500$11.14万0.05%0不变
RAFFA WEALTH MANAGEMENT, LLC1,446$10.74万0.02%5加仓
CWM, LLC1,077$8.00万0.00%0不变
HARBOUR INVESTMENTS, INC.895$6.65万0.00%895新建仓
Farther Finance Advisors, LLC616$4.60万0.00%616新建仓
OSAIC HOLDINGS, INC.555$4.12万0.00%55加仓
CARY STREET PARTNERS INVESTMENT ADVISORY LLC525$3.90万0.01%107加仓
ASSETMARK, INC378$2.81万0.00%319加仓
Crews Bank & Trust325$2.41万0.00%325新建仓
Allworth Financial LP137$1.02万0.00%1加仓
PNC Financial Services Group, Inc.125$9,2870.00%-321减仓
MORGAN STANLEY114$8,4700.00%-871减仓
ELEVATE WEALTH ADVISORY, INC70$5,2010.00%-1减仓
Colonial Trust Co / SC56$4,1610.00%0不变
CITIGROUP INC32$2,3780.00%-1减仓

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