13FBOX
Dimensional维度ETF信托 · 13F 机构持仓分析
期权收益计算器 机构排行
D

Dimensional维度ETF信托

DIMENSIONAL ETF TRUSTDFAC
持有机构数
1215
机构合计市值 (Q2 2026)
$384.92亿
机构合计股数 (Q2 2026)
8.64亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4,668.6万股
584 · 100 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,831.9万股
404 · 48 清仓 · ≈
⚖️ 净额
+2,836.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$384.92亿
持有机构数
1215
新买入
100
加仓
484
减仓
356
清仓
48
持股不变
275
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
4.06%4.04%#235$32.47亿7,319.9万股$27.32亿7,029.2万股+290.7万股+4.13%加仓
论坛金融管理Forum Financial Management, LP
24.27%23.27%#48$18.89亿4,259.5万股$16.45亿4,232.9万股+26.6万股+0.63%加仓
Focus Partners财富Focus Partners Wealth
1.91%1.85%#306$18.69亿4,212.9万股$16.60亿4,258.4万股-45.5万股-1.07%减仓
LPL金融LPL Financial LLC
0.18%0.18%#636$8.22亿1,853.3万股$6.80亿1,750.7万股+102.6万股+5.86%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
6.62%6.99%#196$7.81亿1,760.7万股$6.93亿1,784.6万股-23.9万股-1.34%减仓
Apella资本Apella Capital, LLC
10.05%9.8%#156$7.13亿1,611.1万股$6.62亿1,572.5万股+38.6万股+2.46%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.14%0.14%#673$6.13亿1,381.2万股$5.15亿1,326.0万股+55.3万股+4.17%加仓
Savant资本Savant Capital, LLC
1.77%2.33%#317$6.04亿1,360.5万股$4.81亿1,238.8万股+121.7万股+9.83%加仓
Greenspring Advisors, LLC
31.06%31.65%#27$5.61亿1,263.9万股$5.19亿1,336.5万股-72.5万股-5.43%减仓
Rockwood Wealth Management, LLC
34.59%33.59%#21$5.47亿1,233.9万股$4.69亿1,207.8万股+26.1万股+2.16%加仓
SJS Investment Consulting Inc.
45.28%43.82%#3$4.16亿937.8万股$3.59亿923.2万股+14.6万股+1.58%加仓
Geometric Wealth Advisors
43.45%42.32%#6$4.02亿905.5万股$3.38亿869.7万股+35.8万股+4.11%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.47%0.45%#492$3.71亿836.9万股$3.24亿833.8万股+3.1万股+0.38%加仓
Plancorp, LLC
8.54%11.9%#174$3.50亿788.7万股$4.19亿1,033.6万股-244.9万股-23.70%减仓
Wealthspire顾问Wealthspire Advisors, LLC
1.83%2.29%#310$3.35亿754.9万股$2.92亿750.5万股+4.4万股+0.58%加仓
MONOGRAPH WEALTH ADVISORS, LLC
25.73%25.19%#41$3.13亿706.5万股$2.66亿683.8万股+22.7万股+3.32%加仓
Symmetry Partners, LLC
15.17%14.86%#112$2.98亿670.7万股$2.60亿669.5万股+1.2万股+0.18%加仓
Allworth金融Allworth Financial LP
1.22%1.21%#346$2.87亿646.4万股$3.00亿770.9万股-124.5万股-16.15%减仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#1045$2.64亿594.9万股$2.28亿587.1万股+7.8万股+1.32%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
1.21%1.21%#347$2.61亿588.6万股$2.29亿590.1万股-1.5万股-0.25%减仓
TFO Wealth Partners, LLC
27.56%24.65%#34$2.53亿571.1万股$1.81亿466.5万股+104.7万股+22.44%加仓
AssetMarkASSETMARK, INC
0.43%0.18%#507$2.50亿563.4万股$8,897.4万229.0万股+334.4万股+146.05%加仓
Capstone Financial Advisors, Inc.
11.98%11.61%#141$2.46亿554.4万股$2.16亿554.7万股-2,999股-0.05%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
1.21%0.97%#348$2.46亿553.7万股$1.22亿314.2万股+239.4万股+76.20%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.06%0.06%#838$2.39亿538.2万股$1.79亿461.1万股+77.0万股+16.71%加仓
HighTower顾问HighTower Advisors, LLC
0.23%0.22%#608$2.33亿525.0万股$2.11亿543.4万股-18.4万股-3.38%减仓
AWM CAPITAL, LLC
18.41%17.06%#88$2.30亿518.2万股$1.89亿485.2万股+33.0万股+6.80%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
2.1%2.17%#296$2.24亿504.2万股$1.96亿503.7万股+5,164股+0.10%加仓
JACKSON THORNTON WEALTH MANAGEMENT, LLC
17.29%17.87%#97$2.19亿493.0万股$1.99亿490.3万股+2.7万股+0.54%加仓
Geo 财富管理GeoWealth Management, LLC
6.83%6.93%#191$2.17亿489.3万股$1.92亿495.2万股-5.9万股-1.19%减仓
Modera财富管理Modera Wealth Management, LLC
2.28%2.25%#288$2.13亿481.1万股$1.88亿483.1万股-2.0万股-0.42%减仓
Roehl & Yi Investment Advisors, LLC
0.07%#818$2.05亿4,617股$00股+4,617股新买入
JFS WEALTH ADVISORS, LLC
9.99%8.8%#158$2.00亿451.6万股$1.57亿404.6万股+46.9万股+11.60%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.27%0.27%#570$1.98亿446.6万股$1.72亿441.4万股+5.2万股+1.19%加仓
Asset Dedication, LLC
12.46%12.13%#138$1.98亿446.5万股$1.73亿445.8万股+6,539股+0.15%加仓
Cerity合伙人Cerity Partners LLC
0.24%0.24%#596$1.96亿442.9万股$1.73亿446.2万股-3.3万股-0.74%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.23%0.13%#607$1.92亿432.0万股$8,828.1万227.2万股+204.8万股+90.15%加仓
Stratos 投资管理Stratos Investment Management, LLC
6.81%6.52%#192$1.88亿424.9万股$1.63亿418.2万股+6.7万股+1.60%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
1.59%1.53%#328$1.88亿424.7万股$1.57亿403.3万股+21.3万股+5.29%加仓
PARK AVENUE SECURITIES LLC
1.16%1.17%#353$1.86亿420.2万股$1.50亿385.1万股+35.1万股+9.10%加仓
纯粹金融顾问Pure Financial Advisors, LLC
2.34%2.36%#286$1.82亿410.3万股$1.63亿418.6万股-8.3万股-1.98%减仓
DecisionPoint Financial, LLC
33.32%31.76%#22$1.80亿406.1万股$1.47亿379.2万股+27.0万股+7.12%加仓
Austin Asset Management Co Inc
25.37%26.5%#45$1.78亿400.9万股$1.57亿404.3万股-3.4万股-0.84%减仓
Evanson Financial, LLC
8.72%#170$1.76亿397.8万股$00股+397.8万股新买入
Burton Enright Welch
20.72%19.78%#67$1.76亿397.7万股$1.45亿374.4万股+23.3万股+6.21%加仓
Corient私人财富Corient Private Wealth LLC
0.13%0.23%#695$1.76亿395.9万股$1.63亿420.6万股-24.7万股-5.86%减仓
Rockbridge Investment Management, LCC
13.84%13.32%#125$1.70亿384.1万股$1.48亿381.4万股+2.7万股+0.71%加仓
McGlone Suttner Wealth Management, Inc.
19.89%19.47%#76$1.70亿382.2万股$1.47亿378.3万股+3.9万股+1.02%加仓
Onyx Financial Advisors, LLC
60.48%59.32%#1$1.68亿378.4万股$1.43亿367.6万股+10.8万股+2.93%加仓
Triune Financial Partners, LLC
34.97%34.05%#18$1.67亿377.5万股$1.43亿368.5万股+9.0万股+2.45%加仓

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