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Dimensional维度·WORLD EX U.S. CORE EQUITY 2 ETF · 13F 机构持仓分析
期权收益计算器 机构排行
D

Dimensional维度·WORLD EX U.S. CORE EQUITY 2 ETF

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX
持有机构数
712
机构合计市值 (Q2 2026)
$96.91亿
机构合计股数 (Q2 2026)
2.63亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,641.0万股
345 · 58 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,099.2万股
266 · 36 清仓 · ≈
⚖️ 净额
+541.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$96.91亿
持有机构数
712
新买入
58
加仓
287
减仓
230
清仓
36
持股不变
137
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
Focus Partners财富Focus Partners Wealth
0.39%0.39%#256$3.83亿1,039.3万股$3.53亿1,040.2万股-8,885股-0.09%减仓
ALERUS FINANCIAL NA
13.49%14.15%#29$3.08亿836.9万股$2.86亿841.6万股-4.8万股-0.57%减仓
LPL金融LPL Financial LLC
0.07%0.08%#426$3.03亿822.8万股$2.92亿859.1万股-36.3万股-4.22%减仓
Geometric Wealth Advisors
31%31.71%#1$2.87亿777.9万股$2.53亿745.4万股+32.5万股+4.36%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.06%0.06%#445$2.47亿669.4万股$2.24亿660.5万股+8.9万股+1.35%加仓
Allworth金融Allworth Financial LP
1.03%1%#170$2.43亿659.4万股$2.47亿725.9万股-66.4万股-9.15%减仓
MONOGRAPH WEALTH ADVISORS, LLC
19.63%19.86%#16$2.39亿649.1万股$2.09亿616.7万股+32.4万股+5.26%加仓
格伦米德信托GLENMEDE TRUST CO NA
0.85%0.87%#182$1.92亿522.3万股$1.77亿520.9万股+1.4万股+0.27%加仓
Great Waters Wealth Management
17.25%17.57%#21$1.86亿505.4万股$1.66亿488.7万股+16.7万股+3.42%加仓
FM Global互助保险FACTORY MUTUAL INSURANCE CO
1.66%1.84%#130$1.77亿480.7万股$1.63亿480.7万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.21%0.21%#326$1.64亿445.0万股$1.47亿432.4万股+12.6万股+2.92%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.02%#533$1.42亿386.3万股$1.28亿376.9万股+9.4万股+2.49%加仓
Plancorp, LLC
3.45%4.03%#88$1.42亿390.4万股$1.42亿394.2万股-3.9万股-0.98%减仓
JFS WEALTH ADVISORS, LLC
6.88%7.1%#45$1.38亿374.3万股$1.27亿373.7万股+6,179股+0.17%加仓
Triune Financial Partners, LLC
28.41%29.32%#4$1.36亿369.3万股$1.23亿363.0万股+6.3万股+1.73%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
1.09%1.28%#160$1.29亿348.9万股$1.27亿372.8万股-23.9万股-6.41%减仓
五三银行FIFTH THIRD BANCORP
0.2%0.22%#332$1.21亿329.6万股$1.19亿351.3万股-21.8万股-6.19%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#599$1.18亿320.5万股$8,325.1万245.1万股+75.5万股+30.79%加仓
AssetMarkASSETMARK, INC
0.18%0.2%#341$1.04亿281.5万股$9,768.0万287.5万股-6.1万股-2.12%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.57%0.57%#214$1.03亿279.1万股$9,456.5万278.4万股+7,241股+0.26%加仓
瑞银集团UBS Group AG
0.01%0.01%#571$9,961.0万270.4万股$8,556.2万251.9万股+18.5万股+7.35%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#518$9,677.8万262.7万股$8,482.5万249.7万股+13.0万股+5.20%加仓
Morton Capital Management LLC/CA
12.42%12.09%#31$9,082.0万246.5万股$8,124.4万239.2万股+7.4万股+3.08%加仓
Pathstone控股Pathstone Holdings, LLC
0.26%0.34%#295$9,072.5万246.3万股$8,632.5万254.1万股-7.9万股-3.09%减仓
Creative Capital Management Investments LLC
20.69%20.97%#10$8,969.7万243.5万股$7,306.9万215.1万股+28.4万股+13.19%加仓
New Capital Management LP
20.22%20%#11$8,879.3万241.0万股$8,111.4万238.8万股+2.2万股+0.94%加仓
Planning Center, Inc.
8.31%8.38%#41$8,810.1万239.1万股$8,268.4万243.4万股-4.3万股-1.75%减仓
Core Wealth Management, Inc.
23.95%24.92%#6$8,521.7万231.3万股$8,132.6万239.4万股-8.1万股-3.38%减仓
Geo 财富管理GeoWealth Management, LLC
2.68%2.93%#100$8,517.2万231.2万股$8,120.7万239.1万股-7.9万股-3.29%减仓
Evanson Financial, LLC
4.14%#66$8,381.0万227.5万股$00股+227.5万股新买入
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.13%0.17%#381$8,222.3万223.2万股$1.00亿295.2万股-72.0万股-24.40%减仓
简街集团JANE STREET GROUP, LLC
0.01%<0.01%#607$8,159.0万221.5万股$1,516.7万44.6万股+176.8万股+396.05%加仓
Tumwater Wealth Management, LLC
28.76%29.35%#3$7,953.3万215.9万股$7,297.4万214.8万股+1.1万股+0.50%加仓
Confluence Wealth Services, Inc.
2.18%2.32%#115$7,627.3万207.0万股$5,992.3万176.4万股+30.6万股+17.37%加仓
Capstone Financial Advisors, Inc.
3.67%3.78%#82$7,527.9万204.3万股$7,017.1万206.6万股-2.2万股-1.08%减仓
Glassman Wealth Services
8.86%9.23%#38$7,395.9万200.8万股$6,786.4万199.8万股+9,813股+0.49%加仓
Cardinal Point Capital Management ULC
4.1%4.06%#68$7,234.4万196.4万股$6,620.8万194.9万股+1.5万股+0.76%加仓
BAKER BOYER NATIONAL BANK
19.73%17.98%#14$7,182.1万195.0万股$5,985.7万176.2万股+18.7万股+10.64%加仓
Greenspring Advisors, LLC
3.87%4.44%#76$6,978.5万189.4万股$7,281.8万214.4万股-24.9万股-11.63%减仓
BetterWealth, LLC
11.79%12.14%#34$6,663.4万180.9万股$6,190.4万182.2万股-1.4万股-0.75%减仓
LRI Investments, LLC
4.67%4.73%#61$6,569.2万178.3万股$5,345.0万157.3万股+21.0万股+13.33%加仓
MARS JEWETT FINANCIAL GROUP, INC.
12.13%17.11%#33$5,991.1万162.6万股$5,400.6万159.0万股+3.6万股+2.29%加仓
Financial Symmetry Inc
19.71%20.1%#15$5,906.4万160.3万股$5,658.9万154.4万股+5.9万股+3.81%加仓
Trellis Wealth Advisors LLC
20.19%20.96%#12$5,881.2万159.6万股$5,507.5万162.1万股-2.5万股-1.53%减仓
Apella资本Apella Capital, LLC
0.83%0.88%#185$5,860.5万160.3万股$5,957.9万161.3万股-1.0万股-0.64%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#652$5,809.4万158.6万股$4,950.7万150.2万股+8.4万股+5.56%加仓
Asset Dedication, LLC
3.65%4.04%#83$5,792.6万157.2万股$5,767.5万169.8万股-12.5万股-7.39%减仓
HFM Investment Advisors, LLC
19.83%20.45%#13$5,654.4万153.5万股$5,316.9万156.5万股-3.0万股-1.94%减仓
Strathmore Capital Advisors, Inc.
14.65%14.39%#27$5,441.9万149.2万股$5,091.7万140.2万股+9.1万股+6.47%加仓
Altiora Financial Group, LLC
8.53%8.1%#40$5,411.7万146.9万股$4,916.0万144.7万股+2.2万股+1.51%加仓

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