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 TRUSTDFIV
持有机构数
892
机构合计市值 (Q2 2026)
$160.57亿
机构合计股数 (Q2 2026)
2.97亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3,020.9万股
522 · 101 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,251.5万股
269 · 54 清仓 · ≈
⚖️ 净额
+1,769.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$160.57亿
持有机构数
892
新买入
101
加仓
421
减仓
215
清仓
54
持股不变
155
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
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.97%1.01%#223$18.12亿3,354.5万股$16.45亿3,117.6万股+236.9万股+7.60%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
1.6%1.74%#177$12.84亿2,377.5万股$11.75亿2,226.2万股+151.3万股+6.80%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.46%0.5%#292$9.29亿1,720.2万股$8.69亿1,645.6万股+74.6万股+4.53%加仓
Focus Partners财富Focus Partners Wealth
0.95%0.8%#227$9.29亿1,719.8万股$7.15亿1,354.2万股+365.6万股+27.00%加仓
Savant资本Savant Capital, LLC
1.69%2.23%#170$5.74亿1,054.9万股$4.62亿875.8万股+179.1万股+20.45%加仓
EP财富顾问EP Wealth Advisors, LLC
1.9%1.88%#153$4.97亿919.9万股$3.81亿722.7万股+197.2万股+27.29%加仓
北方信托NORTHERN TRUST CORP
0.05%0.05%#578$3.91亿723.9万股$3.81亿722.0万股+1.9万股+0.26%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
2.72%3.22%#118$3.20亿593.1万股$3.20亿605.5万股-12.5万股-2.06%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.06%0.06%#533$2.75亿508.5万股$2.21亿418.8万股+89.7万股+21.42%加仓
Farther金融顾问Farther Finance Advisors, LLC
1.99%2.02%#145$2.55亿471.3万股$2.14亿402.0万股+69.3万股+17.23%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.07%0.08%#527$2.53亿468.5万股$2.51亿475.0万股-6.5万股-1.37%减仓
Plancorp, LLC
5.08%5.74%#45$2.08亿376.5万股$2.02亿366.4万股+10.1万股+2.76%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#719$2.07亿383.5万股$1.79亿339.8万股+43.7万股+12.85%加仓
Cerity合伙人Cerity Partners LLC
0.24%0.24%#371$1.96亿363.2万股$1.70亿321.3万股+41.9万股+13.05%加仓
Index Fund Advisors, Inc.
7.7%8.43%#15$1.94亿359.0万股$1.87亿355.1万股+4.0万股+1.12%加仓
Corient私人财富Corient Private Wealth LLC
0.14%0.41%#434$1.90亿352.6万股$2.87亿544.3万股-191.7万股-35.21%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.08%0.07%#514$1.88亿348.0万股$1.36亿264.8万股+83.2万股+31.44%加仓
HighTower顾问HighTower Advisors, LLC
0.18%0.19%#406$1.83亿339.2万股$1.78亿336.9万股+2.3万股+0.70%加仓
Creative Planning财富管理Creative Planning
0.11%0.12%#473$1.83亿338.1万股$1.80亿341.5万股-3.4万股-0.99%减仓
Foster Group, Inc.
4.22%4.6%#62$1.59亿293.8万股$1.55亿293.1万股+6,724股+0.23%加仓
LPL金融LPL Financial LLC
0.03%0.03%#614$1.48亿274.8万股$1.23亿233.4万股+41.5万股+17.78%加仓
Kestra投资管理Kestra Investment Management, LLC
2.7%3.66%#120$1.39亿257.7万股$2.12亿402.5万股-144.9万股-35.99%减仓
瑞银集团UBS Group AG
0.02%0.02%#690$1.32亿244.9万股$1.12亿212.1万股+32.8万股+15.47%加仓
Modera财富管理Modera Wealth Management, LLC
1.33%1.41%#198$1.25亿230.6万股$1.18亿223.4万股+7.2万股+3.23%加仓
Confluence Wealth Services, Inc.
3.2%3.64%#97$1.12亿207.2万股$9,392.8万178.0万股+29.3万股+16.44%加仓
野村资产管理国际NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.16%#418$1.08亿199.8万股$00股+199.8万股新买入
Apella资本Apella Capital, LLC
1.51%1.56%#190$1.07亿194.3万股$1.05亿189.5万股+4.8万股+2.53%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.49%0.39%#284$1.06亿196.5万股$7,406.6万140.3万股+56.2万股+40.03%加仓
Cetera投资顾问Cetera Investment Advisers
0.09%0.1%#488$1.04亿191.8万股$9,842.9万186.5万股+5.3万股+2.85%加仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1.45%1.63%#193$9,917.4万183.6万股$9,423.8万178.5万股+5.0万股+2.82%加仓
TCI Wealth Advisors, Inc.
4.17%4.52%#66$9,648.7万178.6万股$8,503.4万161.1万股+17.5万股+10.86%加仓
Team Hewins, LLC
25.8%27.63%#2$9,430.1万174.6万股$9,296.0万176.1万股-1.6万股-0.89%减仓
JACKSON THORNTON WEALTH MANAGEMENT, LLC
6.88%7.95%#21$8,698.5万161.0万股$8,830.5万160.2万股+8,186股+0.51%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#724$8,339.7万154.4万股$7,724.0万146.3万股+8.0万股+5.49%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.13%0.14%#450$8,042.8万145.1万股$6,364.4万119.7万股+25.4万股+21.24%加仓
Choreo资本CHOREO, LLC
0.86%0.95%#231$7,981.3万147.7万股$7,773.1万147.3万股+4,729股+0.32%加仓
Evanson Financial, LLC
3.82%#80$7,728.6万143.1万股$00股+143.1万股新买入
Wealth Management Nebraska
6.83%7.1%#22$7,651.7万141.6万股$7,009.8万132.8万股+8.8万股+6.65%加仓
简街集团JANE STREET GROUP, LLC
0.01%0.01%#778$7,057.9万130.7万股$1.13亿214.6万股-84.0万股-39.13%减仓
Falcon Wealth Planning
4.4%4.53%#60$6,976.2万129.1万股$6,647.4万125.9万股+3.2万股+2.54%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#736$6,726.1万124.5万股$5,319.4万100.8万股+23.7万股+23.54%加仓
DIXON FNANCIAL SERVICES, INC.
26.99%29.45%#1$6,664.2万123.4万股$6,560.2万124.3万股-9,279股-0.75%减仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.33%0.37%#330$6,578.8万121.8万股$6,571.8万124.5万股-2.7万股-2.19%减仓
Vise科技Vise Technologies, Inc.
0.72%0.72%#248$6,391.5万118.3万股$3,657.5万73.3万股+45.0万股+61.42%加仓
Root Financial 合伙人Root Financial Partners, LLC
2.48%2.13%#130$6,373.8万118.0万股$4,605.9万87.3万股+30.7万股+35.21%加仓
EARNED WEALTH ADVISORS, LLC
4.05%3.57%#69$6,284.2万116.3万股$5,333.9万101.1万股+15.3万股+15.11%加仓
Beaird Harris Wealth Management, LLC
3.87%4.12%#79$6,182.3万114.4万股$6,064.8万114.9万股-4,623股-0.40%减仓
True Link Financial Advisors, LLC
3.45%3.65%#88$5,974.3万110.6万股$5,912.9万112.0万股-1.4万股-1.28%减仓
Petersen Hastings Wealth Advisors Inc.
4.99%5.41%#48$5,951.5万110.2万股$5,910.2万112.0万股-1.8万股-1.61%减仓
Smartleaf 资产管理Smartleaf Asset Management LLC
1.9%2.01%#152$5,848.8万108.4万股$5,568.0万108.4万股00.00%持仓不变

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