13FBOX
Dimensional维度·U.S. EQUITY MARKET 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. EQUITY MARKET ETF

DIMENSIONAL U.S. EQUITY MARKET ETFDFUS
持有机构数
869
机构合计市值 (Q2 2026)
$170.60亿
机构合计股数 (Q2 2026)
2.09亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+996.2万股
406 · 72 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,038.0万股
291 · 47 清仓 · ≈
⚖️ 净额
-41.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$170.60亿
持有机构数
869
新买入
72
加仓
334
减仓
244
清仓
47
持股不变
219
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
保德信金融PRUDENTIAL FINANCIAL INC
3.55%3.85%#105$32.57亿3,975.2万股$31.25亿4,407.4万股-432.2万股-9.81%减仓
Focus Partners财富Focus Partners Wealth
0.79%0.74%#221$7.74亿944.3万股$6.64亿934.0万股+10.3万股+1.10%加仓
MASECO LLP
16.97%16.65%#17$6.04亿737.2万股$5.31亿748.7万股-11.5万股-1.54%减仓
Root Financial 合伙人Root Financial Partners, LLC
16.55%20.09%#18$4.26亿519.9万股$4.34亿612.6万股-92.7万股-15.14%减仓
Index Fund Advisors, Inc.
16.23%15.8%#19$4.09亿499.0万股$3.51亿495.2万股+3.8万股+0.76%加仓
Vise科技Vise Technologies, Inc.
4.49%6.91%#92$3.97亿483.9万股$3.52亿474.2万股+9.7万股+2.05%加仓
Plancorp, LLC
8.84%9.39%#51$3.63亿442.7万股$3.30亿445.8万股-3.1万股-0.69%减仓
TCI Wealth Advisors, Inc.
13.57%12.51%#25$3.14亿382.9万股$2.36亿332.1万股+50.8万股+15.29%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.39%0.36%#283$3.13亿382.5万股$2.41亿339.4万股+43.1万股+12.70%加仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
12.27%13.89%#30$3.01亿425.1万股$2.87亿386.7万股+38.4万股+9.93%加仓
LPL金融LPL Financial LLC
0.06%0.07%#542$2.79亿340.8万股$2.60亿366.3万股-25.5万股-6.96%减仓
Creative Planning财富管理Creative Planning
0.16%0.16%#411$2.72亿332.1万股$2.38亿335.7万股-3.6万股-1.07%减仓
Great Waters Wealth Management
22.28%21.15%#8$2.40亿293.5万股$2.00亿281.8万股+11.7万股+4.14%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
1.87%1.81%#149$2.21亿269.9万股$1.80亿253.6万股+16.3万股+6.42%加仓
Zhang Financial LLC
6.37%6.21%#73$2.18亿266.0万股$1.80亿253.4万股+12.7万股+4.99%加仓
MarinerMariner, LLC
0.22%0.25%#362$2.14亿261.8万股$2.12亿299.4万股-37.6万股-12.57%减仓
G2 CAPITAL MANAGEMENT, LLC / OH
42.05%40.09%#1$1.93亿235.3万股$1.65亿232.6万股+2.8万股+1.19%加仓
Apella资本Apella Capital, LLC
2.54%2.5%#130$1.80亿220.0万股$1.69亿218.1万股+1.9万股+0.88%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
4.93%4.64%#86$1.52亿186.6万股$1.29亿186.6万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#760$1.45亿177.2万股$1.20亿169.1万股+8.1万股+4.79%加仓
EARNED WEALTH ADVISORS, LLC
9.12%8.02%#47$1.41亿172.6万股$1.20亿169.1万股+3.5万股+2.07%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.04%0.03%#606$1.40亿170.6万股$1.11亿157.0万股+13.6万股+8.68%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.16%0.16%#407$1.30亿159.2万股$1.17亿165.3万股-6.1万股-3.70%减仓
Flagstone Financial Management
28.5%26.95%#3$1.27亿155.5万股$1.09亿153.1万股+2.4万股+1.59%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#662$1.17亿143.0万股$9,894.1万139.5万股+3.4万股+2.45%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.02%#704$1.14亿139.7万股$9,797.0万138.2万股+1.6万股+1.14%加仓
JFS WEALTH ADVISORS, LLC
5.45%5.39%#79$1.09亿133.4万股$9,625.9万135.7万股-2.4万股-1.76%减仓
Corient私人财富Corient Private Wealth LLC
0.08%0.17%#511$1.06亿129.8万股$1.17亿165.1万股-35.3万股-21.38%减仓
Intelligence Driven Advisers, LLC
17.02%15.83%#16$1.05亿127.9万股$9,077.8万128.0万股-1,059股-0.08%减仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.52%0.51%#258$1.04亿126.9万股$9,199.3万129.7万股-2.8万股-2.15%减仓
Savant资本Savant Capital, LLC
0.3%0.32%#324$1.03亿125.3万股$6,578.9万92.8万股+32.5万股+35.00%加仓
Colony Family Offices, LLC
21.69%20.25%#10$9,870.2万120.5万股$8,209.8万115.8万股+4.7万股+4.04%加仓
Modera财富管理Modera Wealth Management, LLC
1.03%0.93%#198$9,645.3万117.7万股$7,725.5万108.9万股+8.8万股+8.04%加仓
DiNuzzo Private Wealth, Inc.
9.48%8.99%#45$9,585.9万117.0万股$8,343.0万117.7万股-6,702股-0.57%减仓
论坛金融管理Forum Financial Management, LP
1.21%1.18%#186$9,385.5万114.5万股$8,305.9万117.1万股-2.6万股-2.21%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
1.85%1.92%#152$9,281.5万115.0万股$8,578.2万110.6万股+4.4万股+3.96%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.14%0.16%#436$8,469.6万104.2万股$7,244.7万102.9万股+1.3万股+1.29%加仓
Foster Group, Inc.
2.05%2%#142$7,714.1万94.1万股$6,716.2万94.7万股-5,712股-0.60%减仓
Austin Asset Management Co Inc
11%11.21%#41$7,711.3万94.1万股$6,645.7万93.7万股+3,895股+0.42%加仓
Choreo资本CHOREO, LLC
0.82%0.81%#215$7,667.9万93.6万股$6,619.8万93.4万股+2,253股+0.24%加仓
Evanson Financial, LLC
3.77%#102$7,622.5万93.0万股$00股+93.0万股新买入
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.12%0.11%#461$7,561.5万92.3万股$6,536.8万92.2万股+854股+0.09%加仓
Elser Financial Planning, Inc
3.27%3.21%#112$7,545.6万92.1万股$6,604.0万93.1万股-1.0万股-1.09%减仓
OLIO Financial Planning
18.22%17.34%#14$7,348.6万89.7万股$6,258.4万88.3万股+1.4万股+1.61%加仓
PENNEY FINANCIAL, LLC
25.59%#6$7,320.9万89.3万股$00股+89.3万股新买入
Heritage Wealth Management, Inc./Texas
28.07%27.11%#4$7,290.4万89.0万股$6,343.8万89.5万股-4,889股-0.55%减仓
Wealth Management Nebraska
6.45%6%#69$7,234.2万88.3万股$5,922.8万83.5万股+4.8万股+5.70%加仓
Quadcap Wealth Management, LLC
6.88%6.67%#63$7,072.7万86.3万股$5,864.5万82.7万股+3.6万股+4.37%加仓
Tencap Wealth Coaching, LLC
21.93%22.5%#9$6,917.0万84.3万股$5,977.8万84.2万股+1,124股+0.13%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#810$6,784.9万83.5万股$5,604.3万81.4万股+2.1万股+2.61%加仓

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