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 TRUSTDFSV
持有机构数
582
机构合计市值 (Q2 2026)
$62.55亿
机构合计股数 (Q2 2026)
1.61亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,632.2万股
337 · 58 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,309.5万股
200 · 24 清仓 · ≈
⚖️ 净额
+322.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$62.55亿
持有机构数
582
新买入
58
加仓
279
减仓
176
清仓
24
持股不变
69
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
Savant资本Savant Capital, LLC
2.87%3.2%#53$9.76亿2,500.9万股$6.61亿1,887.8万股+613.1万股+32.48%加仓
Mather集团MATHER GROUP, LLC.
2.24%2.3%#72$2.57亿663.2万股$2.30亿656.8万股+6.4万股+0.98%加仓
JMG Financial Group, Ltd.
5.91%6.02%#20$2.45亿631.1万股$2.17亿619.1万股+12.0万股+1.94%加仓
Focus Partners财富Focus Partners Wealth
0.19%0.18%#279$1.82亿470.2万股$1.58亿450.1万股+20.0万股+4.45%加仓
Cetera投资顾问Cetera Investment Advisers
0.17%0.14%#291$1.82亿470.0万股$1.36亿388.9万股+81.2万股+20.87%加仓
Cerity合伙人Cerity Partners LLC
0.21%0.21%#270$1.73亿446.9万股$1.51亿430.8万股+16.2万股+3.75%加仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
2.35%2.34%#67$1.58亿406.9万股$1.35亿385.8万股+21.2万股+5.49%加仓
Corient私人财富Corient Private Wealth LLC
0.09%0.37%#344$1.26亿324.4万股$2.57亿733.8万股-409.4万股-55.79%减仓
Modera财富管理Modera Wealth Management, LLC
1.22%1.16%#110$1.14亿294.8万股$9,683.3万276.4万股+18.4万股+6.67%加仓
Index Fund Advisors, Inc.
4.38%4.35%#33$1.10亿284.4万股$9,677.3万276.2万股+8.2万股+2.98%加仓
Pathstone控股Pathstone Holdings, LLC
0.3%0.38%#239$1.03亿266.7万股$9,652.6万275.5万股-8.8万股-3.19%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#453$9,225.7万237.8万股$8,019.1万228.9万股+9.0万股+3.92%加仓
LPL金融LPL Financial LLC
0.02%0.02%#461$9,156.4万236.1万股$7,753.2万221.3万股+14.8万股+6.68%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.73%0.74%#145$8,633.9万222.6万股$7,386.7万210.9万股+11.7万股+5.55%加仓
Creative Planning财富管理Creative Planning
0.05%0.05%#395$8,485.1万218.7万股$7,754.1万221.3万股-2.5万股-1.15%减仓
Arista Wealth Management, LLC
9.01%8.97%#4$8,347.3万215.2万股$7,370.4万210.3万股+4.8万股+2.31%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#460$7,644.5万197.1万股$6,805.7万194.2万股+2.8万股+1.47%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#512$6,613.6万170.5万股$5,509.8万157.2万股+13.3万股+8.43%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.54%0.58%#182$5,764.6万148.6万股$5,210.4万148.7万股-898股-0.06%减仓
EP财富顾问EP Wealth Advisors, LLC
0.2%0.24%#274$5,168.7万133.2万股$4,976.7万142.0万股-8.8万股-6.18%减仓
DiNuzzo Private Wealth, Inc.
4.99%5.09%#27$5,045.2万130.1万股$4,721.9万134.8万股-4.7万股-3.48%减仓
Truepoint, Inc.
0.97%1.05%#127$4,631.2万119.4万股$4,700.6万134.1万股-14.8万股-11.00%减仓
Evanson Financial, LLC
2.22%#74$4,500.2万116.0万股$00股+116.0万股新买入
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.36%0.96%#220$4,493.0万114.3万股$7,813.9万223.0万股-108.7万股-48.76%减仓
MOSAIC FAMILY WEALTH PARTNERS, LLC
2.68%3.58%#58$3,998.6万103.1万股$3,497.0万99.8万股+3.3万股+3.29%加仓
Leading Edge Financial Planning LLC
7.1%7.15%#14$3,984.8万102.7万股$3,396.3万96.9万股+5.8万股+5.98%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.01%0.01%#479$3,970.4万102.4万股$3,471.0万99.1万股+3.3万股+3.33%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.04%#404$3,758.3万96.9万股$2,735.3万78.1万股+18.8万股+24.11%加仓
Integrity Advisory Solutions, LLC
3.75%4%#41$3,646.8万94.0万股$3,026.0万86.4万股+7.7万股+8.87%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.49%0.47%#189$3,607.7万93.0万股$3,036.7万86.7万股+6.3万股+7.32%加仓
Elser Financial Planning, Inc
1.55%1.54%#98$3,582.5万92.4万股$3,175.0万91.2万股+1.2万股+1.29%加仓
Seaside Wealth Management, Inc.
8.84%8.88%#5$3,578.2万92.2万股$3,159.0万90.2万股+2.1万股+2.32%加仓
Stordahl Capital Management, Inc.
6.49%6.57%#16$3,543.7万91.4万股$3,188.0万91.0万股+3,745股+0.41%加仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#515$3,512.3万90.5万股$2,973.5万84.9万股+5.7万股+6.70%加仓
United Wealth Management, LLC
7.89%7.83%#10$3,508.0万90.4万股$3,150.8万89.9万股+5,136股+0.57%加仓
JACKSON THORNTON WEALTH MANAGEMENT, LLC
2.68%2.78%#59$3,387.4万87.3万股$3,083.9万85.3万股+2.0万股+2.34%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.15%0.15%#297$3,290.1万84.8万股$2,857.8万81.6万股+3.3万股+4.00%加仓
von Borstel & Associates, Inc.
6.67%6.65%#15$3,254.5万83.9万股$2,906.2万82.9万股+9,608股+1.16%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.05%0.05%#389$3,208.2万82.7万股$2,427.8万69.0万股+13.7万股+19.92%加仓
HighTower顾问HighTower Advisors, LLC
0.03%0.03%#428$3,125.0万80.6万股$2,755.3万78.6万股+1.9万股+2.45%加仓
Hassell Wealth Management, LLC
9.03%8.97%#3$2,944.3万77.1万股$2,672.3万76.3万股+8,296股+1.09%加仓
Zhang Financial LLC
0.85%0.85%#137$2,912.1万75.1万股$2,460.6万70.2万股+4.9万股+6.91%加仓
Diversified Portfolios, Inc.
2.07%2%#79$2,850.2万73.5万股$2,436.8万69.5万股+3.9万股+5.66%加仓
Rather & Kittrell, Inc.
3.9%3.73%#40$2,789.3万71.9万股$2,419.9万69.1万股+2.8万股+4.13%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.14%0.14%#310$2,772.8万71.5万股$2,566.5万73.2万股-1.8万股-2.41%减仓
PARK AVENUE SECURITIES LLC
0.17%0.19%#285$2,770.4万71.4万股$2,369.5万67.6万股+3.8万股+5.62%加仓
INTEGRITY ALLIANCE, LLC.
0.85%0.94%#136$2,732.7万70.4万股$2,472.4万70.6万股-1,112股-0.16%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.22%0.21%#268$2,581.6万66.6万股$2,192.0万62.6万股+4.0万股+6.39%加仓
Retirement Solution LLC
4.99%5.45%#28$2,552.4万65.8万股$2,304.0万65.8万股+484股+0.07%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#426$2,500.5万64.5万股$2,278.2万65.0万股-5,533股-0.85%减仓

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