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 TRUSTDFCF
持有机构数
506
机构合计市值 (Q2 2026)
$85.26亿
机构合计股数 (Q2 2026)
2.02亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,745.6万股
374 · 59 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-360.3万股
119 · 30 清仓 · ≈
⚖️ 净额
+2,385.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$85.26亿
持有机构数
506
新买入
59
加仓
315
减仓
89
清仓
30
持股不变
43
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
Truepoint, Inc.
11.88%12.3%#14$5.69亿1,347.7万股$5.52亿1,306.3万股+41.4万股+3.17%加仓
保德信金融PRUDENTIAL FINANCIAL INC
0.59%0.56%#205$5.43亿1,287.6万股$4.57亿1,082.5万股+205.1万股+18.95%加仓
FM Global互助保险FACTORY MUTUAL INSURANCE CO
4%2.16%#81$4.26亿1,009.4万股$1.92亿453.8万股+555.5万股+122.41%加仓
Petersen Hastings Wealth Advisors Inc.
17.42%17.68%#4$2.08亿491.9万股$1.93亿457.1万股+34.8万股+7.60%加仓
Apella资本Apella Capital, LLC
2.76%2.79%#109$1.96亿466.8万股$1.88亿440.8万股+25.9万股+5.88%加仓
True Link Financial Advisors, LLC
10.83%11.12%#19$1.87亿443.6万股$1.80亿426.5万股+17.1万股+4.02%加仓
Elser Financial Planning, Inc
8.09%8.62%#38$1.86亿441.7万股$1.78亿420.0万股+21.7万股+5.17%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.76%0.83%#187$1.65亿389.7万股$1.57亿371.5万股+18.2万股+4.90%加仓
Great Waters Wealth Management
14.99%15.51%#5$1.62亿383.4万股$1.47亿347.1万股+36.2万股+10.43%加仓
Root Financial 合伙人Root Financial Partners, LLC
6.29%6.34%#60$1.62亿383.3万股$1.37亿324.8万股+58.6万股+18.03%加仓
Vise科技Vise Technologies, Inc.
1.76%2.05%#138$1.55亿367.9万股$1.05亿245.8万股+122.1万股+49.67%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
1.24%1.38%#160$1.47亿347.6万股$1.41亿333.8万股+13.9万股+4.15%加仓
Acropolis Investment Management, LLC
6.53%6.48%#57$1.47亿347.1万股$1.47亿347.2万股-510股-0.01%减仓
F/m Investments LLC
7.32%8.51%#46$1.44亿341.3万股$1.28亿303.6万股+37.7万股+12.43%加仓
Savant资本Savant Capital, LLC
0.42%0.72%#228$1.43亿339.9万股$1.49亿353.0万股-13.1万股-3.71%减仓
Beaird Harris Wealth Management, LLC
8.72%9.27%#30$1.39亿329.6万股$1.36亿322.9万股+6.7万股+2.07%加仓
DiNuzzo Private Wealth, Inc.
11.51%11.47%#15$1.16亿275.8万股$1.06亿252.2万股+23.6万股+9.36%加仓
PHILLIPS FINANCIAL MANAGEMENT, LLC
8.04%7.74%#40$1.10亿259.9万股$1.07亿252.6万股+7.3万股+2.88%加仓
Allworth金融Allworth Financial LP
0.46%0.56%#223$1.09亿257.6万股$1.38亿325.7万股-68.2万股-20.93%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.11%0.11%#317$8,978.7万212.7万股$7,590.4万179.8万股+32.9万股+18.32%加仓
Stratos 投资管理Stratos Investment Management, LLC
3.16%3.38%#103$8,735.6万207.0万股$8,437.2万199.8万股+7.1万股+3.56%加仓
WPWealth LLP
12.9%12.89%#9$8,694.2万206.0万股$8,432.6万199.7万股+6.2万股+3.13%加仓
Core Wealth Management, Inc.
22.35%22.92%#3$7,952.6万188.4万股$7,478.5万177.1万股+11.3万股+6.36%加仓
HighTower顾问HighTower Advisors, LLC
0.07%0.08%#345$7,537.7万178.6万股$7,449.9万176.5万股+2.1万股+1.20%加仓
Rather & Kittrell, Inc.
10.15%10.38%#25$7,260.0万172.0万股$6,726.9万159.3万股+12.7万股+7.95%加仓
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
9.56%10.26%#28$6,719.9万159.2万股$6,509.2万154.2万股+5.0万股+3.26%加仓
Creative Capital Management Investments LLC
14.56%16.66%#6$6,311.2万149.5万股$5,804.8万137.5万股+12.0万股+8.75%加仓
Graves Light Lenhart Wealth, Inc.
5.44%5.66%#68$5,834.9万138.2万股$5,437.8万128.8万股+9.4万股+7.33%加仓
Geo 财富管理GeoWealth Management, LLC
1.83%2.03%#136$5,828.9万138.1万股$5,626.9万133.3万股+4.8万股+3.61%加仓
Pathstone控股Pathstone Holdings, LLC
0.17%0.23%#288$5,822.9万138.0万股$5,781.6万136.9万股+1.0万股+0.74%加仓
Betterment智能投顾Betterment LLC
0.1%0.1%#327$5,706.6万135.2万股$5,305.2万125.7万股+9.5万股+7.59%加仓
LPL金融LPL Financial LLC
0.01%0.01%#422$5,384.0万127.6万股$4,718.7万111.8万股+15.8万股+14.13%加仓
RW Investment Management LLC
4.66%5.07%#78$5,303.4万125.6万股$5,243.1万124.2万股+1.5万股+1.17%加仓
Strathmore Capital Advisors, Inc.
14.06%14.43%#7$5,223.1万125.4万股$5,106.8万120.4万股+5.0万股+4.19%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#423$4,910.0万116.3万股$3,987.7万94.4万股+21.9万股+23.16%加仓
HEFFERNAN ADVISORY, INC
40.58%45.89%#1$4,849.3万114.9万股$4,946.3万117.2万股-2.3万股-1.94%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#419$4,835.4万114.6万股$4,496.6万106.5万股+8.1万股+7.56%加仓
城堡顾问CITADEL ADVISORS LLC
0.01%<0.01%#444$4,685.0万111.0万股$1,231.2万29.2万股+81.8万股+280.62%加仓
纯粹金融顾问Pure Financial Advisors, LLC
0.59%0.64%#206$4,595.6万108.9万股$4,422.9万104.8万股+4.1万股+3.93%加仓
Cambridge Investment Research Advisors, Inc.
0.1%0.07%#330$4,115.6万97.5万股$2,736.7万64.8万股+32.7万股+50.42%加仓
HBK索尔斯顾问HBK Sorce Advisory LLC
0.78%0.84%#185$4,095.8万98.0万股$4,215.9万99.4万股-1.4万股-1.39%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.35%0.32%#239$4,073.0万96.5万股$3,199.9万75.8万股+20.7万股+27.31%加仓
Ullmann Wealth Partners Group, LLC
3.65%4.01%#91$4,012.0万95.0万股$3,860.4万91.4万股+3.6万股+3.95%加仓
Parkshore Wealth Management, Inc.
10.89%10.34%#18$3,790.7万89.8万股$3,092.3万73.2万股+16.6万股+22.62%加仓
GREAT OAK CAPITAL PARTNERS, LLC
8.07%8.03%#39$3,734.6万89.3万股$3,452.4万81.3万股+8.1万股+9.94%加仓
Annandale Capital, LLC
4.98%5.19%#74$3,732.7万88.4万股$3,679.3万87.1万股+1.3万股+1.48%加仓
蓝泉财富管理Bluespring Wealth Management, LLC
0.71%2.3%#189$3,686.8万87.3万股$2,666.0万63.1万股+24.2万股+38.32%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#443$3,657.3万86.6万股$3,334.5万79.0万股+7.7万股+9.71%加仓
Tencap Wealth Coaching, LLC
11.39%12.58%#16$3,591.3万85.0万股$3,341.5万79.1万股+5.9万股+7.51%加仓
Meeder Advisory Services, Inc.
1.3%#159$3,556.2万84.2万股$00股+84.2万股新买入

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