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

Dimensional维度·US HIGH PROFITABILITY ETF

DIMENSIONAL US HIGH PROFITABILITY ETFDUHP
持有机构数
558
机构合计市值 (Q2 2026)
$108.72亿
机构合计股数 (Q2 2026)
2.61亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,251.1万股
349 · 59 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,214.1万股
165 · 36 清仓 · ≈
⚖️ 净额
+1,037.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$108.72亿
持有机构数
558
新买入
59
加仓
290
减仓
129
清仓
36
持股不变
80
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
2.67%2.65%#103$21.36亿5,118.5万股$17.91亿4,873.1万股+245.4万股+5.04%加仓
Focus Partners财富Focus Partners Wealth
0.92%0.85%#184$8.96亿2,146.5万股$7.66亿2,038.8万股+107.8万股+5.29%加仓
论坛金融管理Forum Financial Management, LP
4.65%4.4%#65$3.62亿866.9万股$3.11亿846.0万股+21.0万股+2.48%加仓
纯粹金融顾问Pure Financial Advisors, LLC
4.43%4.17%#68$3.45亿825.7万股$2.88亿782.6万股+43.1万股+5.51%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.04%0.04%#377$1.71亿410.5万股$1.34亿365.7万股+44.7万股+12.22%加仓
Apella资本Apella Capital, LLC
2.41%2.27%#112$1.71亿412.3万股$1.53亿389.2万股+23.1万股+5.95%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
1.36%1.22%#147$1.61亿385.2万股$1.21亿330.1万股+55.0万股+16.68%加仓
Allworth金融Allworth Financial LP
0.64%0.67%#203$1.51亿361.3万股$1.64亿446.7万股-85.4万股-19.11%减仓
TCI Wealth Advisors, Inc.
6.06%4.91%#46$1.40亿335.4万股$9,249.9万251.6万股+83.8万股+33.29%加仓
Foster Group, Inc.
3.49%3.36%#88$1.31亿314.4万股$1.13亿307.3万股+7.1万股+2.32%加仓
AssetMarkASSETMARK, INC
0.22%<0.01%#276$1.28亿307.9万股$12.6万3,424股+307.5万股+89,820.71%加仓
Petersen Hastings Wealth Advisors Inc.
10.56%9.97%#13$1.26亿301.4万股$1.09亿296.0万股+5.4万股+1.82%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.04%0.04%#378$1.20亿287.1万股$1.00亿273.3万股+13.8万股+5.06%加仓
Corient私人财富Corient Private Wealth LLC
0.09%0.2%#329$1.18亿283.3万股$1.38亿375.6万股-92.2万股-24.56%减仓
Alesco Advisors, LLC, An ESL Co
2.55%2.47%#106$1.11亿266.9万股$9,670.3万263.1万股+3.8万股+1.45%加仓
PARK AVENUE SECURITIES LLC
0.69%0.71%#197$1.10亿264.7万股$9,115.0万248.0万股+16.8万股+6.77%加仓
RW Investment Management LLC
9.69%9.21%#19$1.10亿264.5万股$9,514.2万258.8万股+5.6万股+2.18%加仓
Aprio Wealth Management, LLC
4.85%4.93%#63$9,825.6万235.5万股$9,029.8万245.6万股-10.2万股-4.15%减仓
HB财富管理HB Wealth Management, LLC
0.52%0.47%#220$9,297.1万222.8万股$7,306.9万198.8万股+24.0万股+12.08%加仓
FINANCIAL CONSULATE, INC
9.8%9.34%#18$8,803.6万211.0万股$7,494.1万203.9万股+7.1万股+3.48%加仓
瑞银集团UBS Group AG
0.01%0.01%#434$8,765.1万210.0万股$7,897.5万214.8万股-4.8万股-2.23%减仓
HighTower顾问HighTower Advisors, LLC
0.08%0.08%#332$8,720.1万209.0万股$7,748.3万210.8万股-1.8万股-0.86%减仓
Beaird Harris Wealth Management, LLC
5.35%5.35%#53$8,544.1万204.7万股$7,864.2万213.9万股-9.2万股-4.29%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.39%0.37%#245$8,301.5万198.9万股$6,933.5万188.6万股+10.3万股+5.47%加仓
Savant资本Savant Capital, LLC
0.24%0.11%#271$8,154.9万193.9万股$2,334.1万63.5万股+130.4万股+205.30%加仓
Root Financial 合伙人Root Financial Partners, LLC
3.07%2.25%#92$7,900.7万189.3万股$4,865.0万132.3万股+57.0万股+43.06%加仓
Pathstone控股Pathstone Holdings, LLC
0.22%0.26%#274$7,709.9万184.8万股$6,577.6万178.9万股+5.8万股+3.25%加仓
Vise科技Vise Technologies, Inc.
0.87%0.77%#187$7,704.4万184.6万股$3,909.8万102.8万股+81.8万股+79.58%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#405$7,283.7万174.5万股$6,120.2万166.5万股+8.1万股+4.84%加仓
Planning Center, Inc.
6.59%6.15%#40$6,982.0万167.3万股$6,073.6万165.2万股+2.1万股+1.27%加仓
High Probability Advisors, LLC
7.18%7.14%#34$6,716.9万161.0万股$5,576.5万151.7万股+9.3万股+6.10%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#472$6,258.2万150.0万股$5,242.6万142.6万股+7.4万股+5.15%加仓
Bouchey Financial Group, Ltd.
3.76%6.04%#80$5,815.8万139.4万股$8,232.4万216.1万股-76.8万股-35.52%减仓
Clearstead顾问Clearstead Advisors, LLC
0.54%0.91%#217$5,693.1万136.4万股$9,983.3万271.6万股-135.2万股-49.77%减仓
SATOVSKY ASSET MANAGEMENT LLC
8.95%8.51%#24$5,611.6万134.5万股$4,821.8万131.2万股+3.3万股+2.52%加仓
Retirement Solution LLC
10.75%11.4%#11$5,498.2万131.8万股$4,821.5万131.2万股+5,943股+0.45%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.51%0.53%#221$5,468.1万131.0万股$4,819.7万131.1万股-780股-0.06%减仓
Leading Edge Financial Planning LLC
9.56%9.28%#21$5,367.5万128.6万股$4,411.5万120.0万股+8.6万股+7.18%加仓
Symmetry Partners, LLC
2.69%2.71%#102$5,273.9万126.4万股$4,742.4万129.0万股-2.6万股-2.04%减仓
DiNuzzo Private Wealth, Inc.
5.11%4.85%#57$5,161.9万123.7万股$4,503.2万122.5万股+1.2万股+0.98%加仓
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
7.23%6.89%#33$5,083.5万121.8万股$4,371.5万118.9万股+2.9万股+2.44%加仓
Burton Enright Welch
5.86%5.56%#47$4,986.6万119.5万股$4,092.9万111.3万股+8.2万股+7.32%加仓
Meredith Wealth Planning
11.71%11.95%#9$4,962.8万118.9万股$4,409.8万120.0万股-1.0万股-0.86%减仓
米尔本·里奇菲尔德Millburn Ridgefield LLC /DE/
0.93%0.93%#182$4,891.6万117.2万股$4,309.0万117.2万股00.00%持仓不变
催化剂资本顾问Catalyst Capital Advisors LLC
0.81%0.8%#191$4,891.6万117.2万股$4,309.0万117.2万股00.00%持仓不变
Greenspring Advisors, LLC
2.71%2.57%#100$4,886.8万117.1万股$4,211.3万114.6万股+2.5万股+2.22%加仓
PHILLIPS FINANCIAL MANAGEMENT, LLC
3.57%3.33%#86$4,867.6万116.6万股$4,590.2万124.9万股-8.2万股-6.59%减仓
Safeguard Investment Advisory Group, LLC
11.22%12.49%#10$4,857.5万116.4万股$4,522.4万123.0万股-6.6万股-5.38%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.64%0.62%#202$4,760.3万114.1万股$4,027.6万109.6万股+4.5万股+4.12%加仓
Freedom Investment Management, Inc.
13.06%12.94%#5$4,690.7万112.4万股$4,359.4万118.6万股-6.2万股-5.22%减仓

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