DISV DIMENSIONAL ETF TRUST
INTL SMALL CAP V
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 | 469 | 96,670,602 | $38.86亿 | 37 | 248 | 122 | 21 | $3.19亿 |
| 2026Q1 | 455 | 90,693,858 | $35.83亿 | 43 | 203 | 142 | 14 | $8,355.57万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $4,789.28万 |
| JANE STREET GROUP, LLC | 加仓 | $1,967.05万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $1,280.38万 |
| EXCHANGE TRADED CONCEPTS, LLC | 新建仓 | $1,183.20万 |
| EXENCIAL WEALTH ADVISORS, LLC | 加仓 | $1,164.55万 |
| Apella Capital, LLC | 加仓 | $1,142.21万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $1,027.83万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $963.06万 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 新建仓 | $933.14万 |
| Sepio Capital, LP | 新建仓 | $744.62万 |
| OLD MISSION CAPITAL LLC | 加仓 | $661.89万 |
| Mariner, LLC | 加仓 | $571.16万 |
| Cerity Partners LLC | 加仓 | $568.04万 |
| Concurrent Investment Advisors, LLC | 加仓 | $545.94万 |
| Merit Financial Group, LLC | 新建仓 | $527.56万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $523.63万 |
| Focus Partners Wealth | 加仓 | $522.51万 |
| AVALON CAPITAL MANAGEMENT | 加仓 | $516.05万 |
| RITHOLTZ WEALTH MANAGEMENT | 加仓 | $489.86万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 新建仓 | $345.42万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$4,397.16万 |
| AFFINITY WEALTH LLC | 清仓 | -$1,790.03万 |
| Henrickson Nauta Wealth Advisors, Inc. | 减仓 | -$1,631.69万 |
| Ocean Park Asset Management, LLC | 清仓 | -$1,256.56万 |
| SEVEN MILE ADVISORY | 清仓 | -$1,119.14万 |
| Forum Financial Management, LP | 减仓 | -$853.06万 |
| HighTower Advisors, LLC | 减仓 | -$818.15万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$804.80万 |
| IFG Advisory, LLC | 减仓 | -$635.22万 |
| MATHER GROUP, LLC. | 减仓 | -$505.34万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$385.91万 |
| CITADEL ADVISORS LLC | 重新持有 | -$376.84万 |
| ROYAL BANK OF CANADA | 减仓 | -$375.79万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$258.40万 |
| Miramar Fiduciary Corp | 减仓 | -$242.78万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$234.26万 |
| Planning Center, Inc. | 减仓 | -$172.80万 |
| von Borstel & Associates, Inc. | 减仓 | -$147.68万 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 减仓 | -$137.71万 |
| Rialto Wealth Management, LLC | 减仓 | -$115.84万 |
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | 13,913,450 | $5.49亿 | 0.61% | 132,482 | 加仓 |
| MATHER GROUP, LLC. | 5,744,036 | $2.27亿 | 2.26% | -128,128 | 减仓 |
| Forum Financial Management, LP | 5,605,360 | $2.21亿 | 3.13% | -216,294 | 减仓 |
| Focus Partners Advisor Solutions, LLC | 2,884,886 | $1.14亿 | 1.15% | 260,660 | 加仓 |
| RITHOLTZ WEALTH MANAGEMENT | 2,281,524 | $8,998.33万 | 1.56% | 124,205 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 2,269,677 | $8,951.61万 | 0.01% | 1,214,321 | 加仓 |
| Cerity Partners LLC | 1,419,318 | $5,597.80万 | 0.08% | 144,026 | 加仓 |
| Asset Dedication, LLC | 1,221,023 | $4,815.71万 | 3.37% | -17,395 | 减仓 |
| NORTHERN TRUST CORP | 1,191,761 | $4,700.31万 | 0.01% | 24,918 | 加仓 |
| Evanson Asset Management, LLC | 1,186,477 | $4,679.47万 | 2.54% | 43,573 | 加仓 |
| EXENCIAL WEALTH ADVISORS, LLC | 1,171,519 | $4,620.47万 | 1.44% | 295,271 | 加仓 |
| Corient Private Wealth LP | 1,058,778 | $4,175.82万 | 0.06% | -1,114,898 | 减仓 |
| Savant Capital, LLC | 1,015,915 | $4,006.77万 | 0.19% | 31,545 | 加仓 |
| HighTower Advisors, LLC | 1,003,422 | $3,957.50万 | 0.04% | -207,442 | 减仓 |
| JANE STREET GROUP, LLC | 998,746 | $3,939.05万 | 0.01% | 498,746 | 加仓 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 945,408 | $3,893.19万 | 3.45% | -33,441 | 减仓 |
| MONOGRAPH WEALTH ADVISORS, LLC | 910,138 | $3,589.58万 | 3.40% | 15,372 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 906,748 | $3,576.22万 | 0.01% | 132,766 | 加仓 |
| Creative Planning | 881,278 | $3,475.76万 | 0.02% | 11,664 | 加仓 |
| GREAT OAK CAPITAL PARTNERS, LLC | 838,344 | $3,463.20万 | 8.06% | 11,161 | 加仓 |
| BANK OF MONTREAL /CAN/ | 807,245 | $3,183.78万 | 0.01% | -9,743 | 减仓 |
| Premier Financial Group | 737,427 | $2,960.03万 | 7.46% | 2,357 | 加仓 |
| Integrated Wealth Concepts LLC | 697,550 | $2,751.14万 | 0.22% | 62,210 | 加仓 |
| Planning Center, Inc. | 688,458 | $2,715.28万 | 2.75% | -43,813 | 减仓 |
| DiNuzzo Private Wealth, Inc. | 646,728 | $2,550.69万 | 2.75% | -13,511 | 减仓 |
| Integris Wealth Management, LLC | 629,411 | $2,482.40万 | 5.71% | -14,161 | 减仓 |
| Index Fund Advisors, Inc. | 625,098 | $2,465.38万 | 1.11% | 42,118 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 570,714 | $2,250.90万 | 0.03% | 324,641 | 加仓 |
| NorthAvenue LLC | 544,816 | $2,148.75万 | 17.08% | 463 | 加仓 |
| Baker Ellis Asset Management LLC | 540,343 | $2,131.11万 | 2.53% | 15,196 | 加仓 |
| Modera Wealth Management, LLC | 525,429 | $2,072.29万 | 0.25% | 2,310 | 加仓 |
| Rather & Kittrell, Inc. | 515,667 | $2,033.79万 | 3.14% | 4,830 | 加仓 |
| EARNED WEALTH ADVISORS, LLC | 514,631 | $2,029.71万 | 1.36% | 27,582 | 加仓 |
| Sequoia Financial Advisors, LLC | 510,281 | $2,012.55万 | 0.11% | 13,871 | 加仓 |
| Financial Harvest, LLC | 500,358 | $1,973.41万 | 11.62% | 17,265 | 加仓 |
| Smartleaf Asset Management LLC | 513,430 | $1,963.36万 | 0.71% | 33,001 | 加仓 |
| Equita Financial Network, Inc. | 459,917 | $1,813.91万 | 5.70% | -24,198 | 减仓 |
| Quantum Financial Advisors, LLC | 457,286 | $1,803.54万 | 1.78% | -7,806 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 456,093 | $1,798.83万 | 0.01% | 244,183 | 加仓 |
| Henrickson Nauta Wealth Advisors, Inc. | 453,448 | $1,788.38万 | 5.02% | -413,718 | 减仓 |
| MB Generational Wealth, LLC | 440,843 | $1,738.68万 | 9.61% | 4,644 | 加仓 |
| KEB ASSET MANAGEMENT, LLC | 426,447 | $1,681.90万 | 3.22% | 15,138 | 加仓 |
| Shakespeare Wealth Management, LLC | 422,782 | $1,667.45万 | 3.95% | -20,224 | 减仓 |
| LRI Investments, LLC | 418,585 | $1,650.90万 | 1.34% | -5,096 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 414,158 | $1,642.14万 | 0.03% | -202,975 | 减仓 |
| Miramar Fiduciary Corp | 408,578 | $1,611.43万 | 13.21% | -61,557 | 减仓 |
| von Borstel & Associates, Inc. | 392,404 | $1,547.60万 | 3.54% | -37,445 | 减仓 |
| Vestmark Advisory Solutions, Inc. | 387,116 | $1,526.79万 | 0.17% | 14,710 | 加仓 |
| Beacon Pointe Advisors, LLC | 379,022 | $1,494.86万 | 0.08% | -7,726 | 减仓 |
| Betterment LLC | 375,997 | $1,482.90万 | 0.03% | 14,309 | 加仓 |
内部人交易（Form 4）
DISV 董事、高管和大股东的最新买卖申报。专业版可看 🔒