DUSB DIMENSIONAL ETF TRUST
ULTRASHORT FIXED
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 | 186 | 26,903,282 | $13.66亿 | 14 | 104 | 54 | 23 | $1.63亿 |
| 2026Q1 | 196 | 23,747,205 | $12.04亿 | 32 | 97 | 53 | 5 | $9,709.23万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Avestar Capital, LLC | 新建仓 | $1,385.97万 |
| Root Financial Partners, LLC | 加仓 | $1,161.75万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $978.72万 |
| CHOREO, LLC | 新建仓 | $738.91万 |
| Planning Center, Inc. | 加仓 | $688.67万 |
| American Capital Advisory, LLC | 加仓 | $674.84万 |
| Prime Capital Investment Advisors, LLC | 加仓 | $620.24万 |
| SJS Investment Consulting Inc. | 加仓 | $480.59万 |
| Foundry Financial LLC | 加仓 | $385.94万 |
| Apella Capital, LLC | 加仓 | $370.44万 |
| Torren Management, LLC | 加仓 | $364.08万 |
| GK Wealth Management LLC | 新建仓 | $346.28万 |
| SC&H Financial Advisors, Inc. | 加仓 | $345.83万 |
| Tower Research Capital LLC (TRC) | 加仓 | $335.78万 |
| FLOW TRADERS U.S. LLC | 加仓 | $309.40万 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 加仓 | $307.12万 |
| Everest Financial Group LLC | 新建仓 | $306.19万 |
| Beacon Pointe Advisors, LLC | 加仓 | $264.65万 |
| Tillman Hartley LLC | 新建仓 | $250.31万 |
| Creative Planning | 加仓 | $250.12万 |
2026Q1 卖出最多
| ProCore Advisors, LLC | 减仓 | -$1,066.41万 |
| John A. Wolfe & Associates, Inc. | 清仓 | -$716.75万 |
| Moran Wealth Management, LLC | 减仓 | -$559.84万 |
| Chicago Partners Investment Group LLC | 减仓 | -$484.80万 |
| Financial Plan, Inc. | 减仓 | -$393.22万 |
| Altiora Financial Group, LLC | 减仓 | -$351.58万 |
| TAGStone Capital, Inc. | 减仓 | -$260.48万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$237.99万 |
| Optimus Capital Advisors, LLC | 减仓 | -$193.75万 |
| Apollon Wealth Management, LLC | 减仓 | -$152.13万 |
| DRAVO BAY LLC | 减仓 | -$139.38万 |
| CITADEL ADVISORS LLC | 减仓 | -$126.49万 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 减仓 | -$118.70万 |
| Applied Capital LLC | 减仓 | -$102.08万 |
| LJI Wealth Management, LLC | 清仓 | -$95.03万 |
| Arkadios Wealth Advisors | 减仓 | -$89.52万 |
| Factor Wealth Management LTD | 减仓 | -$82.73万 |
| Babb Wealth Advisors LLC | 减仓 | -$79.36万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$67.50万 |
| WEALTHSPAN PARTNERS, LLC | 减仓 | -$63.33万 |
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 |
|---|---|---|---|---|---|
| Planning Center, Inc. | 3,552,627 | $1.80亿 | 18.25% | 135,805 | 加仓 |
| Prudent Man Investment Management, Inc. | 1,597,198 | $8,089.81万 | 27.22% | -185 | 减仓 |
| Root Financial Partners, LLC | 1,514,370 | $7,679.37万 | 3.55% | 229,096 | 加仓 |
| Vise Technologies, Inc. | 1,162,271 | $5,886.90万 | 1.16% | 0 | 不变 |
| Financial Plan, Inc. | 817,942 | $4,147.78万 | 4.45% | -77,543 | 减仓 |
| SJS Investment Consulting Inc. | 737,706 | $3,740.91万 | 4.57% | 94,772 | 加仓 |
| SC&H Financial Advisors, Inc. | 607,348 | $3,079.86万 | 4.64% | 68,198 | 加仓 |
| DiNuzzo Private Wealth, Inc. | 568,272 | $2,881.71万 | 3.10% | 2,418 | 加仓 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 515,043 | $2,611.78万 | 1.89% | 60,565 | 加仓 |
| Sterling Wealth Management, Inc. | 495,047 | $2,510.38万 | 6.89% | 23,156 | 加仓 |
| American Capital Advisory, LLC | 483,517 | $2,451.92万 | 9.90% | 133,078 | 加仓 |
| Chicago Partners Investment Group LLC | 409,458 | $2,075.75万 | 0.43% | -95,631 | 减仓 |
| Savant Capital, LLC | 409,013 | $2,074.11万 | 0.10% | -5,509 | 减仓 |
| Rachor Investment Advisory Services, LLC | 383,900 | $1,946.76万 | 10.23% | 10,887 | 加仓 |
| Three Arch Wealth Management LLC | 363,353 | $1,842.56万 | 3.31% | 17,824 | 加仓 |
| Pillar Financial Advisors, LLC | 340,234 | $1,725.33万 | 10.08% | 16,731 | 加仓 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 328,138 | $1,663.99万 | 2.62% | -23,407 | 减仓 |
| Avestar Capital, LLC | 273,313 | $1,385.97万 | 0.89% | 273,313 | 新建仓 |
| Foundry Financial LLC | 240,613 | $1,220.15万 | 5.17% | 76,108 | 加仓 |
| Mariner, LLC | 238,848 | $1,211.20万 | 0.01% | 14,715 | 加仓 |
| Hiley Hunt Wealth Management | 231,684 | $1,174.87万 | 5.18% | 10,335 | 加仓 |
| TAGStone Capital, Inc. | 228,259 | $1,157.50万 | 4.09% | -51,366 | 减仓 |
| Onyx Financial Advisors, LLC | 227,112 | $1,151.69万 | 4.78% | 22,446 | 加仓 |
| Johnson Wealth Management, LLC | 226,682 | $1,149.50万 | 5.55% | 13,721 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 212,340 | $1,076.78万 | 0.00% | 193,004 | 加仓 |
| Babb Wealth Advisors LLC | 210,509 | $1,067.49万 | 5.84% | -15,649 | 减仓 |
| New Dimensions Wealth Management, LLC | 197,755 | $1,002.82万 | 8.53% | 6,828 | 加仓 |
| Financial Symmetry Inc | 184,504 | $936.54万 | 3.31% | 36,586 | 加仓 |
| Tumwater Wealth Management, LLC | 184,420 | $935.19万 | 3.76% | 28,210 | 加仓 |
| WEALTHSPAN PARTNERS, LLC | 159,183 | $807.22万 | 2.84% | -12,489 | 减仓 |
| Creative Planning | 152,697 | $774.33万 | 0.01% | 49,324 | 加仓 |
| Arkadios Wealth Advisors | 151,658 | $769.06万 | 0.13% | -17,654 | 减仓 |
| Ruedi Wealth Management, Inc. | 151,021 | $765.83万 | 1.97% | -5,418 | 减仓 |
| Parkwoods Wealth Partners, LLC | 148,262 | $751.84万 | 1.84% | -2,593 | 减仓 |
| Mattern Wealth Management LLC | 146,480 | $742.80万 | 1.45% | -9,466 | 减仓 |
| CHOREO, LLC | 145,713 | $738.91万 | 0.09% | 145,713 | 新建仓 |
| Shore Point Advisors, LLC | 148,280 | $738.56万 | 2.92% | 8,780 | 加仓 |
| Cogent Private Wealth, Inc. | 140,258 | $711.25万 | 5.14% | 35,353 | 加仓 |
| Leading Edge Financial Planning LLC | 139,804 | $708.95万 | 1.49% | 8,151 | 加仓 |
| Wolfstich Capital, LLC | 139,231 | $705.48万 | 1.94% | -4,204 | 减仓 |
| Prime Capital Investment Advisors, LLC | 129,381 | $656.09万 | 0.08% | 122,312 | 加仓 |
| 3 FACTOR INDEXING, LLC | 127,718 | $647.66万 | 6.12% | — | — |
| Beacon Pointe Advisors, LLC | 126,456 | $641.26万 | 0.03% | 52,189 | 加仓 |
| Torren Management, LLC | 118,270 | $599.75万 | 2.99% | 71,797 | 加仓 |
| Index Fund Advisors, Inc. | 115,300 | $584.69万 | 0.26% | 14,201 | 加仓 |
| Altiora Financial Group, LLC | 109,301 | $554.27万 | 0.91% | -69,331 | 减仓 |
| Strategic Investment Solutions, Inc. /IL | 109,032 | $551.95万 | 1.34% | -4,469 | 减仓 |
| Betterment LLC | 103,113 | $522.90万 | 0.01% | 10,128 | 加仓 |
| JANE STREET GROUP, LLC | 98,472 | $499.35万 | 0.00% | 17,791 | 加仓 |
| VANCE WEALTH, LLC | 95,575 | $484.66万 | 1.40% | 29,513 | 加仓 |
内部人交易（Form 4）
DUSB 董事、高管和大股东的最新买卖申报。专业版可看 🔒