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

Dimensional维度·US

DIMENSIONAL USDFUV
持有机构数
801
机构合计市值 (Q2 2026)
$119.86亿
机构合计股数 (Q2 2026)
2.18亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+799.9万股
312 · 79 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,554.5万股
291 · 38 清仓 · ≈
⚖️ 净额
-754.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$119.86亿
持有机构数
801
新买入
79
加仓
233
减仓
253
清仓
38
持股不变
236
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
2.96%3.04%#91$23.70亿4,308.7万股$20.52亿4,233.7万股+75.0万股+1.77%加仓
Savant资本Savant Capital, LLC
2.47%3.61%#104$8.39亿1,524.9万股$7.46亿1,539.8万股-14.9万股-0.97%减仓
Focus Partners财富Focus Partners Wealth
0.8%0.79%#183$7.82亿1,421.8万股$7.12亿1,469.5万股-47.7万股-3.25%减仓
Index Fund Advisors, Inc.
12.64%12.51%#11$3.18亿578.8万股$2.78亿573.9万股+4.9万股+0.85%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
2.33%2.42%#112$2.75亿500.0万股$2.40亿495.0万股+5.0万股+1.01%加仓
北方信托NORTHERN TRUST CORP
0.03%0.04%#521$2.69亿489.3万股$2.69亿554.5万股-65.2万股-11.75%减仓
Creative Planning财富管理Creative Planning
0.16%0.16%#332$2.68亿486.5万股$2.40亿495.3万股-8.7万股-1.77%减仓
HighTower顾问HighTower Advisors, LLC
0.24%0.23%#287$2.44亿443.3万股$2.16亿446.7万股-3.5万股-0.78%减仓
TCI Wealth Advisors, Inc.
9.63%8.91%#20$2.23亿404.5万股$1.68亿346.4万股+58.1万股+16.76%加仓
Corient私人财富Corient Private Wealth LLC
0.16%0.67%#329$2.09亿380.2万股$4.72亿973.6万股-593.4万股-60.95%减仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2.69%2.68%#101$1.85亿335.5万股$1.55亿319.4万股+16.1万股+5.03%加仓
Plancorp, LLC
4.35%7.9%#60$1.78亿324.2万股$2.78亿555.9万股-231.7万股-41.68%减仓
Cerity合伙人Cerity Partners LLC
0.17%0.17%#315$1.45亿264.4万股$1.23亿253.3万股+11.2万股+4.40%加仓
Modera财富管理Modera Wealth Management, LLC
1.35%1.27%#151$1.26亿229.2万股$1.06亿218.0万股+11.2万股+5.13%加仓
MASECO LLP
3.09%3.07%#88$1.10亿199.9万股$9,788.9万202.1万股-2.2万股-1.08%减仓
Truepoint, Inc.
2.18%2.1%#115$1.05亿190.2万股$9,416.4万194.3万股-4.1万股-2.10%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.17%0.19%#318$1.02亿185.3万股$8,791.2万180.7万股+4.7万股+2.59%加仓
Trust Co of the South
13.34%13.46%#9$9,475.3万172.2万股$8,369.9万172.7万股-4,709股-0.27%减仓
JACKSON THORNTON WEALTH MANAGEMENT, LLC
7.26%7.52%#35$9,182.5万166.9万股$8,360.2万167.4万股-4,816股-0.29%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#575$7,746.3万140.8万股$6,656.4万137.4万股+3.5万股+2.52%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.38%0.29%#242$7,634.9万138.8万股$3,678.3万75.9万股+62.9万股+82.85%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.34%0.35%#250$7,382.4万134.2万股$6,655.9万137.3万股-3.1万股-2.29%减仓
LPL金融LPL Financial LLC
0.02%0.02%#599$7,380.4万134.2万股$6,623.0万136.7万股-2.5万股-1.83%减仓
Evanson Financial, LLC
3.58%#73$7,247.1万131.7万股$00股+131.7万股新买入
Choreo资本CHOREO, LLC
0.76%0.76%#187$7,057.8万128.3万股$6,198.6万127.9万股+3,898股+0.30%加仓
Foster Group, Inc.
1.85%1.84%#130$6,949.2万126.3万股$6,173.8万127.4万股-1.1万股-0.84%减仓
Beaird Harris Wealth Management, LLC
4.11%4.03%#63$6,564.0万119.3万股$5,935.4万122.5万股-3.2万股-2.58%减仓
论坛金融管理Forum Financial Management, LP
0.82%0.8%#181$6,376.8万115.9万股$5,687.2万117.4万股-1.4万股-1.23%减仓
Pathstone控股Pathstone Holdings, LLC
0.18%0.22%#307$6,237.0万113.4万股$5,621.2万116.0万股-2.6万股-2.26%减仓
Apella资本Apella Capital, LLC
0.83%0.81%#180$5,875.8万107.0万股$5,474.7万107.5万股-4,864股-0.45%减仓
Parkwoods Wealth Partners, LLC
9.4%12.18%#23$5,848.1万106.3万股$4,966.5万102.5万股+3.8万股+3.73%加仓
SACHEM HILL LLC
10.24%9.96%#18$5,762.5万104.8万股$5,141.0万106.1万股-1.3万股-1.26%减仓
MONOGRAPH WEALTH ADVISORS, LLC
4.62%4.66%#56$5,624.6万102.2万股$4,918.1万101.5万股+7,596股+0.75%加仓
Triune Financial Partners, LLC
11.28%11.02%#17$5,401.6万98.2万股$4,634.7万95.6万股+2.6万股+2.67%加仓
Team Hewins, LLC
14.32%13.89%#6$5,235.8万95.2万股$4,673.3万96.4万股-1.3万股-1.30%减仓
Factor Wealth Management LTD
7.89%6.55%#29$5,216.1万94.8万股$3,481.2万71.8万股+23.0万股+31.99%加仓
TFC Financial Management, Inc.
5.52%5.43%#44$4,982.5万90.6万股$4,405.8万90.9万股-3,404股-0.37%减仓
KEB ASSET MANAGEMENT, LLC
8.02%7.88%#28$4,952.7万90.0万股$4,115.0万84.9万股+5.1万股+6.03%加仓
Porter White Investment Advisors, Inc.
18.78%18.98%#4$4,878.3万88.7万股$4,739.1万97.8万股-9.1万股-9.32%减仓
Elser Financial Planning, Inc
2.11%2.09%#120$4,855.6万88.3万股$4,313.7万89.2万股-9,309股-1.04%减仓
Smartleaf 资产管理Smartleaf Asset Management LLC
1.52%1.45%#142$4,670.7万84.7万股$4,025.1万84.7万股00.00%持仓不变
Disciplined Equity Management, Inc.
20.44%19.69%#3$4,614.8万83.9万股$3,919.0万80.9万股+3.0万股+3.73%加仓
Heritage Investment Group, Inc.
6.18%6.2%#39$4,602.5万83.7万股$4,097.2万84.5万股-8,811股-1.04%减仓
Verus Financial Partners, Inc.
3.92%3.4%#67$4,585.2万83.4万股$3,792.8万75.1万股+8.2万股+10.94%加仓
Guardian Wealth Management, LLC
12.71%12.4%#10$4,534.7万82.4万股$4,087.7万84.4万股-1.9万股-2.27%减仓
EARNED WEALTH ADVISORS, LLC
2.81%2.59%#94$4,358.0万79.2万股$3,879.2万80.0万股-8,272股-1.03%减仓
Timonier Family Office, LTD.
11.96%#13$4,235.6万77.0万股$00股+77.0万股新买入
Wescott Financial Advisory Group, LLC
3.21%3.28%#86$4,149.7万75.4万股$3,739.9万77.2万股-1.7万股-2.25%减仓
DIXON FNANCIAL SERVICES, INC.
16.62%16.33%#5$4,102.6万74.6万股$3,637.2万75.1万股-4,781股-0.64%减仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
1.61%1.83%#137$3,944.8万81.4万股$3,783.1万81.2万股+2,029股+0.25%加仓

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