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 TRUSTDFAU
持有机构数
600
机构合计市值 (Q2 2026)
$91.51亿
机构合计股数 (Q2 2026)
1.78亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,655.4万股
299 · 56 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-394.7万股
237 · 25 清仓 · ≈
⚖️ 净额
+1,260.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$91.51亿
持有机构数
600
新买入
56
加仓
243
减仓
212
清仓
25
持股不变
89
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
红杉金融顾问Sequoia Financial Advisors, LLC
1.96%1.86%#132$3.93亿760.7万股$3.33亿738.0万股+22.8万股+3.09%加仓
RVW Wealth, LLC
16.42%16.27%#17$2.49亿482.5万股$2.09亿463.1万股+19.4万股+4.20%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
1.99%1.95%#130$2.36亿456.3万股$2.00亿442.4万股+13.9万股+3.15%加仓
Sageworth 信托Sageworth Trust Co
9.05%10.96%#38$2.30亿444.3万股$2.02亿448.0万股-3.6万股-0.81%减仓
附件咨询服务Annex Advisory Services, LLC
3.85%3.13%#87$2.25亿435.9万股$1.67亿370.7万股+65.2万股+17.58%加仓
Allworth金融Allworth Financial LP
0.86%0.73%#190$2.04亿394.2万股$1.79亿397.2万股-3.0万股-0.75%减仓
Aquire Wealth Advisors, LLC
42.81%40.53%#1$1.87亿361.3万股$1.54亿341.8万股+19.5万股+5.70%加仓
Focus Partners财富Focus Partners Wealth
0.19%0.18%#315$1.83亿353.9万股$1.59亿351.3万股+2.6万股+0.75%加仓
MAI资本管理MAI Capital Management
0.64%0.18%#213$1.69亿327.8万股$3,143.8万69.7万股+258.1万股+370.40%加仓
MARS JEWETT FINANCIAL GROUP, INC.
34.1%44.57%#3$1.68亿326.0万股$1.41亿311.8万股+14.2万股+4.54%加仓
Modera财富管理Modera Wealth Management, LLC
1.73%1.74%#138$1.62亿313.6万股$1.45亿322.1万股-8.5万股-2.64%减仓
SYM FINANCIAL Corp
12.62%0.56%#27$1.57亿303.7万股$557.1万12.3万股+291.3万股+2,359.31%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.71%0.67%#201$1.52亿294.0万股$1.26亿280.1万股+13.8万股+4.94%加仓
Kooman & Associates
39.76%38.62%#2$1.48亿286.4万股$1.30亿287.1万股-6,464股-0.23%减仓
Spinnaker Investment Group, LLC
21.91%21.13%#9$1.37亿264.5万股$1.04亿230.0万股+34.6万股+15.03%加仓
Blankinship & Foster, LLC
26.94%26.16%#6$1.33亿258.2万股$1.18亿262.2万股-4.0万股-1.53%减仓
AE财富管理AE Wealth Management LLC
0.58%0.57%#220$1.24亿240.2万股$1.05亿233.6万股+6.7万股+2.85%加仓
EVOKE WEALTH, LLC
2.25%2.06%#123$1.14亿253.7万股$1.14亿253.7万股00.00%持仓不变
Apella资本Apella Capital, LLC
1.55%1.57%#146$1.10亿213.0万股$1.06亿215.4万股-2.3万股-1.08%减仓
Savant资本Savant Capital, LLC
0.32%0.42%#272$1.09亿210.8万股$8,610.0万190.8万股+19.9万股+10.44%加仓
Arista Wealth Management, LLC
11.74%11.36%#31$1.09亿210.5万股$9,334.4万206.9万股+3.6万股+1.74%加仓
MASECO LLP
2.97%2.6%#106$1.06亿204.4万股$8,293.8万183.9万股+20.5万股+11.16%加仓
Elser Financial Planning, Inc
4.46%4.34%#74$1.03亿199.0万股$8,935.6万198.2万股+8,326股+0.42%加仓
WPWealth LLP
14.01%12.84%#24$9,443.0万182.7万股$8,401.8万186.2万股-3.5万股-1.89%减仓
55 North Private Wealth, LLC
18.28%19.41%#12$9,288.2万179.7万股$7,580.9万168.0万股+11.7万股+6.95%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.78%0.83%#195$9,185.6万177.7万股$8,235.1万182.6万股-4.9万股-2.67%减仓
Pioneer Wealth Management Group
21.51%20.64%#10$8,902.5万172.2万股$7,357.3万163.1万股+9.2万股+5.62%加仓
Krilogy Financial LLC
2.54%2.79%#111$8,602.1万166.4万股$8,673.8万178.9万股-12.5万股-6.99%减仓
Cetera投资顾问Cetera Investment Advisers
0.06%0.06%#405$7,108.1万137.5万股$5,662.7万125.5万股+12.0万股+9.57%加仓
HILL ISLAND FINANCIAL LLC
14.01%13.82%#23$6,567.6万127.1万股$5,689.3万126.1万股+9,654股+0.77%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.08%0.08%#396$6,484.7万125.5万股$5,449.9万120.8万股+4.7万股+3.86%加仓
HB财富管理HB Wealth Management, LLC
0.36%0.37%#258$6,462.0万125.0万股$5,769.8万127.9万股-2.9万股-2.24%减仓
Pandowealth. LLC
27.91%#5$6,109.6万149.9万股$00股+149.9万股新买入
Amicus Financial Advisors, LLC
14.92%15.79%#20$6,074.2万117.5万股$5,733.0万127.1万股-9.5万股-7.52%减仓
BCM ADVISORS, LLC
11.54%11.69%#32$5,929.8万115.7万股$5,926.1万119.6万股-3.9万股-3.30%减仓
MarinerMariner, LLC
0.06%0.06%#411$5,907.1万114.3万股$5,331.7万118.2万股-3.9万股-3.29%减仓
Meridian Wealth Partners, LLC
7.1%6.91%#52$5,865.7万113.5万股$5,031.9万111.5万股+2.0万股+1.75%加仓
Sterling Wealth Advisors Inc
31.77%30.61%#4$5,845.2万113.1万股$5,368.0万109.4万股+3.7万股+3.39%加仓
LPL金融LPL Financial LLC
0.01%0.01%#494$5,831.8万112.8万股$4,748.4万105.2万股+7.6万股+7.20%加仓
Austin Wealth Management, LLC
12.26%11.53%#30$5,804.1万112.7万股$5,076.5万111.1万股+1.6万股+1.44%加仓
CURIO WEALTH, LLC
17.77%16.21%#14$5,728.5万110.8万股$4,742.3万105.1万股+5.7万股+5.44%加仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.66%0.97%#208$5,629.8万109.8万股$5,424.0万110.5万股-7,507股-0.68%减仓
Essential Planning, LLC.
15.74%16.25%#18$5,569.4万107.7万股$5,109.2万113.2万股-5.5万股-4.85%减仓
Keating Financial Advisory Services, Inc.
7.27%6.77%#51$5,524.5万106.9万股$4,191.0万92.9万股+14.0万股+15.06%加仓
Note Advisors, LLC
23.77%21.13%#8$5,481.1万106.0万股$4,228.1万93.7万股+12.3万股+13.16%加仓
布莱顿·琼斯BRIGHTON JONES LLC
0.98%1.89%#184$5,247.9万101.5万股$4,491.3万99.5万股+2.0万股+2.00%加仓
AlphaStar Capital Management, LLC
3.28%2.92%#98$5,164.4万99.9万股$3,960.3万87.8万股+12.1万股+13.83%加仓
Alpha Financial Advisors, LLC
13.39%13.16%#25$5,118.2万99.0万股$4,295.8万95.2万股+3.8万股+4.00%加仓
VeraBank, N.A.
8.3%7.27%#45$5,017.5万97.1万股$3,973.3万88.1万股+9.0万股+10.23%加仓
Valued Wealth Advisors LLC
18.03%17.58%#13$4,961.9万96.0万股$4,337.4万96.1万股-1,356股-0.14%减仓

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