13FBOX
Dimensional维度·U.S. SMALL CAP ETF · 13F 机构持仓分析
期权收益计算器 机构排行
D

Dimensional维度·U.S. SMALL CAP ETF

DIMENSIONAL U.S. SMALL CAP ETFDFAS
持有机构数
908
机构合计市值 (Q2 2026)
$125.88亿
机构合计股数 (Q2 2026)
1.53亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,285.7万股
474 · 81 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-528.6万股
320 · 45 清仓 · ≈
⚖️ 净额
+757.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$125.88亿
持有机构数
908
新买入
81
加仓
393
减仓
275
清仓
45
持股不变
159
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
Creative Planning财富管理Creative Planning
1.34%1.27%#180$22.91亿2,782.3万股$18.66亿2,623.1万股+159.2万股+6.07%加仓
北方信托NORTHERN TRUST CORP
0.09%0.09%#522$7.78亿945.0万股$6.54亿919.4万股+25.6万股+2.78%加仓
美国银行BANK OF AMERICA CORP /DE/
0.04%0.03%#632$5.62亿682.1万股$4.71亿661.9万股+20.2万股+3.06%加仓
Index Fund Advisors, Inc.
19.25%18.89%#2$4.85亿588.8万股$4.20亿590.1万股-1.3万股-0.22%减仓
Focus Partners财富Focus Partners Wealth
0.28%0.28%#359$2.70亿327.7万股$2.50亿344.7万股-17.1万股-4.95%减仓
纯粹金融顾问Pure Financial Advisors, LLC
3.45%3.3%#84$2.69亿326.3万股$2.27亿319.8万股+6.5万股+2.03%加仓
TCI Wealth Advisors, Inc.
10.05%9.8%#12$2.32亿282.1万股$1.85亿259.5万股+22.6万股+8.70%加仓
Root Financial 合伙人Root Financial Partners, LLC
7.45%5.22%#25$1.92亿233.0万股$1.13亿158.6万股+74.3万股+46.85%加仓
Vise科技Vise Technologies, Inc.
2.09%1.72%#133$1.84亿223.8万股$8,762.6万125.8万股+98.0万股+77.92%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.04%0.03%#630$1.54亿187.5万股$1.23亿172.3万股+15.2万股+8.81%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.14%0.14%#455$1.13亿136.7万股$9,664.8万135.9万股+7,977股+0.59%加仓
中西部信托Midwest Trust Co
1.24%1.22%#190$1.09亿132.9万股$9,791.8万137.7万股-4.8万股-3.47%减仓
Savant资本Savant Capital, LLC
0.31%0.38%#347$1.05亿128.0万股$7,774.3万109.3万股+18.7万股+17.09%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.03%0.03%#637$1.03亿124.8万股$8,624.0万121.2万股+3.6万股+2.94%加仓
Confluence Wealth Services, Inc.
2.91%2.88%#100$1.02亿123.6万股$7,424.5万104.4万股+19.2万股+18.40%加仓
Plancorp, LLC
2.45%2.68%#119$1.01亿124.7万股$9,417.8万127.0万股-2.4万股-1.86%减仓
Evanson Financial, LLC
4.95%#49$1.00亿121.8万股$00股+121.8万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.02%#748$9,888.1万120.1万股$8,706.0万122.4万股-2.3万股-1.88%减仓
Great Waters Wealth Management
8.77%8.25%#18$9,470.2万115.0万股$7,799.9万109.7万股+5.4万股+4.88%加仓
HighTower顾问HighTower Advisors, LLC
0.09%0.08%#523$9,284.0万112.8万股$7,086.3万99.6万股+13.1万股+13.18%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.02%#678$9,281.1万112.7万股$7,309.1万102.8万股+10.0万股+9.69%加仓
WASHINGTON TRUST BANK
6.42%5.99%#32$9,186.9万111.6万股$8,117.4万114.1万股-2.5万股-2.23%减仓
瑞银集团UBS Group AG
0.01%0.01%#770$8,786.3万106.7万股$7,212.3万101.4万股+5.3万股+5.24%加仓
Moisand Fitzgerald Tamayo, LLC
7.88%7.42%#22$8,066.2万98.0万股$6,902.8万97.0万股+9,180股+0.95%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.66%0.67%#264$7,768.0万94.3万股$6,671.8万94.0万股+3,397股+0.36%加仓
LPL金融LPL Financial LLC
0.02%0.02%#732$7,762.7万94.3万股$6,363.9万89.5万股+4.8万股+5.37%加仓
Sageworth 信托Sageworth Trust Co
2.98%#98$7,570.7万91.9万股$00股+91.9万股新买入
Pathstone控股Pathstone Holdings, LLC
0.22%0.24%#397$7,482.9万90.9万股$6,078.5万85.5万股+5.4万股+6.34%加仓
Davenport公司DAVENPORT & Co LLC
0.36%0.29%#330$7,421.2万90.1万股$5,367.9万75.5万股+14.7万股+19.43%加仓
First Command顾问服务First Command Advisory Services, Inc.
0.43%0.52%#312$7,303.8万88.7万股$7,768.6万109.2万股-20.5万股-18.76%减仓
布朗顾问BROWN ADVISORY INC
0.11%0.09%#491$7,235.1万87.9万股$5,619.7万79.0万股+8.9万股+11.22%加仓
Bernicke Wealth Management, Ltd.
7.97%#21$6,864.7万83.4万股$00股+83.4万股新买入
布利克利金融集团Bleakley Financial Group, LLC
0.86%0.83%#235$6,753.6万82.0万股$5,336.1万75.0万股+7.0万股+9.33%加仓
Wealth Management Nebraska
5.94%5.41%#35$6,656.4万80.8万股$5,337.3万75.0万股+5.8万股+7.74%加仓
Stordahl Capital Management, Inc.
10.92%10.43%#9$5,964.1万72.4万股$5,063.7万71.2万股+1.2万股+1.75%加仓
MassMutual Private Wealth & Trust, FSB
1.53%1.42%#167$5,922.8万71.9万股$5,231.0万73.5万股-1.6万股-2.19%减仓
DiNuzzo Private Wealth, Inc.
5.86%5.64%#36$5,921.6万71.9万股$5,231.9万73.6万股-1.6万股-2.23%减仓
Cerity合伙人Cerity Partners LLC
0.07%0.06%#550$5,804.2万70.5万股$4,046.8万56.9万股+13.6万股+23.90%加仓
MarinerMariner, LLC
0.06%0.05%#565$5,647.5万68.6万股$4,597.4万64.6万股+4.0万股+6.12%加仓
Cetera投资顾问Cetera Investment Advisers
0.05%0.05%#583$5,593.2万67.9万股$4,552.8万64.0万股+3.9万股+6.13%加仓
EP财富顾问EP Wealth Advisors, LLC
0.21%0.24%#399$5,567.8万67.6万股$4,817.0万67.7万股-1,017股-0.15%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.07%0.07%#551$5,541.7万67.3万股$4,786.4万67.3万股+113股+0.02%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
1.1%1.17%#206$5,513.1万68.5万股$5,247.1万68.1万股+3,073股+0.45%加仓
Three Arch Wealth Management LLC
7.86%8.06%#23$5,121.8万62.2万股$4,481.9万63.0万股-8,069股-1.28%减仓
DIXON FNANCIAL SERVICES, INC.
18.47%17.8%#3$4,559.0万55.4万股$3,965.4万55.7万股-3,814股-0.68%减仓
THRIVENT FINANCIAL FOR LUTHERANS
0.07%0.06%#548$4,523.8万54.9万股$3,430.1万48.2万股+6.7万股+13.93%加仓
Elser Financial Planning, Inc
1.93%1.91%#146$4,441.0万53.9万股$3,939.3万55.6万股-1.6万股-2.94%减仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
1.75%1.85%#153$4,291.1万60.3万股$3,815.9万54.8万股+5.6万股+10.14%加仓
Truist金融TRUIST FINANCIAL CORP
0.05%0.06%#586$4,250.0万51.6万股$4,209.5万59.2万股-7.6万股-12.78%减仓
Modera财富管理Modera Wealth Management, LLC
0.45%0.43%#308$4,212.2万51.2万股$3,608.0万50.7万股+4,321股+0.85%加仓

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