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 TRUSTDFIC
持有机构数
638
机构合计市值 (Q2 2026)
$122.92亿
机构合计股数 (Q2 2026)
3.30亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3,366.7万股
421 · 68 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-591.8万股
170 · 34 清仓 · ≈
⚖️ 净额
+2,774.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$122.92亿
持有机构数
638
新买入
68
加仓
353
减仓
136
清仓
34
持股不变
81
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
1.93%2.02%#177$15.45亿4,147.8万股$13.67亿3,846.1万股+301.7万股+7.84%加仓
论坛金融管理Forum Financial Management, LP
7.88%8.15%#63$6.14亿1,646.7万股$5.76亿1,622.2万股+24.5万股+1.51%加仓
Evensky & Katz LLC
11.72%12.24%#22$2.27亿609.1万股$2.15亿605.6万股+3.6万股+0.59%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.05%0.05%#436$2.22亿596.2万股$1.93亿543.5万股+52.6万股+9.68%加仓
JMG Financial Group, Ltd.
4.48%4.72%#114$1.85亿497.3万股$1.70亿478.6万股+18.7万股+3.91%加仓
Apella资本Apella Capital, LLC
2.53%2.56%#153$1.79亿477.3万股$1.73亿455.2万股+22.0万股+4.84%加仓
Greenspring Advisors, LLC
9.28%9.67%#44$1.67亿449.4万股$1.59亿446.6万股+2.8万股+0.62%加仓
HighTower顾问HighTower Advisors, LLC
0.16%0.16%#354$1.61亿432.9万股$1.53亿431.7万股+1.3万股+0.29%加仓
RW Investment Management LLC
13.79%14.56%#15$1.57亿421.7万股$1.50亿423.4万股-1.7万股-0.41%减仓
Summit Financial Strategies, Inc.
10.38%10.88%#33$1.48亿396.7万股$1.38亿388.7万股+8.0万股+2.05%加仓
LPL金融LPL Financial LLC
0.03%0.03%#471$1.48亿396.3万股$1.25亿351.1万股+45.2万股+12.88%加仓
Plancorp, LLC
3.55%3.72%#132$1.45亿390.2万股$1.31亿349.9万股+40.3万股+11.52%加仓
AWM CAPITAL, LLC
10.86%11.3%#27$1.36亿364.0万股$1.25亿351.5万股+12.5万股+3.55%加仓
Cannon Financial Strategists, Inc.
15.28%16.14%#11$1.34亿360.4万股$1.23亿345.5万股+14.8万股+4.29%加仓
Focus Partners财富Focus Partners Wealth
0.13%0.13%#373$1.28亿342.2万股$1.13亿319.1万股+23.1万股+7.25%加仓
MASECO LLP
3.55%3.53%#133$1.26亿339.1万股$1.13亿316.9万股+22.3万股+7.03%加仓
Sageworth 信托Sageworth Trust Co
4.67%#111$1.19亿318.4万股$00股+318.4万股新买入
AssetMarkASSETMARK, INC
0.2%<0.01%#330$1.17亿313.2万股$15.3万4,304股+312.8万股+72,671.10%加仓
Symmetry Partners, LLC
5.67%5.74%#94$1.11亿298.4万股$1.01亿282.9万股+15.4万股+5.46%加仓
PARK AVENUE SECURITIES LLC
0.69%#233$1.10亿295.8万股$00股+295.8万股新买入
附件咨询服务Annex Advisory Services, LLC
1.69%1.64%#184$9,919.9万266.2万股$8,745.5万246.1万股+20.1万股+8.16%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.45%0.49%#272$9,617.2万258.1万股$9,224.2万259.6万股-1.5万股-0.58%减仓
Pathstone控股Pathstone Holdings, LLC
0.28%0.37%#301$9,578.0万257.1万股$9,248.5万260.3万股-3.2万股-1.25%减仓
简街集团JANE STREET GROUP, LLC
0.01%0.01%#536$9,366.4万251.4万股$9,687.3万272.7万股-21.3万股-7.80%减仓
PHILLIPS FINANCIAL MANAGEMENT, LLC
6.73%6.73%#73$9,184.2万246.5万股$9,278.2万261.1万股-14.6万股-5.61%减仓
Asset Dedication, LLC
5.77%5.99%#88$9,173.1万246.2万股$8,558.4万240.9万股+5.3万股+2.21%加仓
Aspen Capital Management, LLC
19.58%20.02%#3$8,870.8万238.1万股$8,086.1万227.6万股+10.5万股+4.61%加仓
WPWealth LLP
13.06%13.68%#19$8,803.3万236.3万股$8,950.3万251.9万股-15.6万股-6.21%减仓
Rockbridge Investment Management, LCC
7.11%6.98%#70$8,755.4万235.0万股$7,771.0万218.7万股+16.3万股+7.44%加仓
Rather & Kittrell, Inc.
12.2%12.4%#21$8,727.2万234.2万股$8,033.0万226.1万股+8.1万股+3.60%加仓
Kestra投资管理Kestra Investment Management, LLC
1.61%1.57%#187$8,325.2万223.4万股$9,086.3万255.7万股-32.3万股-12.63%减仓
Bernicke Wealth Management, Ltd.
9.63%#40$8,296.0万222.7万股$00股+222.7万股新买入
布莱顿·琼斯BRIGHTON JONES LLC
1.54%3.11%#192$8,279.8万222.2万股$7,385.4万207.9万股+14.4万股+6.91%加仓
Elser Financial Planning, Inc
3.57%3.75%#130$8,224.1万220.7万股$7,722.4万217.0万股+3.7万股+1.69%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.68%0.72%#234$8,108.9万217.6万股$7,369.0万207.4万股+10.2万股+4.93%加仓
Leading Edge Financial Planning LLC
14.26%14.63%#13$8,010.4万215.0万股$6,951.7万195.7万股+19.3万股+9.88%加仓
SJS Investment Consulting Inc.
8.39%8.49%#55$7,710.2万206.9万股$6,951.1万195.6万股+11.3万股+5.77%加仓
Syverson Strege & Co
16.55%17.35%#8$7,593.2万203.8万股$7,211.6万203.0万股+8,172股+0.40%加仓
Hill Investment Group Partners, LLC
7.7%8%#64$7,547.9万202.6万股$7,245.5万203.9万股-1.4万股-0.66%减仓
Moss Adams Wealth Advisors LLC
4.6%4.84%#112$7,364.6万197.7万股$6,617.6万186.3万股+11.4万股+6.12%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.1%0.11%#393$7,111.6万190.9万股$6,991.6万196.8万股-5.9万股-3.01%减仓
Rockwood Wealth Management, LLC
4.17%4.51%#119$6,605.1万177.3万股$6,303.7万177.4万股-1,485股-0.08%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.53%0.37%#255$6,236.2万167.4万股$3,689.0万103.8万股+63.5万股+61.20%加仓
Savant资本Savant Capital, LLC
0.18%0.21%#340$6,235.3万167.3万股$4,433.4万124.8万股+42.6万股+34.11%加仓
Betterment智能投顾Betterment LLC
0.11%0.11%#389$6,222.4万167.0万股$5,627.2万158.4万股+8.6万股+5.44%加仓
Tencap Wealth Coaching, LLC
19.41%19.56%#4$6,121.8万164.2万股$5,196.8万146.2万股+18.0万股+12.34%加仓
Truepoint, Inc.
1.28%1.55%#204$6,109.0万164.0万股$6,960.9万195.9万股-32.0万股-16.31%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.08%0.08%#413$6,092.2万163.5万股$5,622.1万158.2万股+5.3万股+3.33%加仓
米尔本·里奇菲尔德Millburn Ridgefield LLC /DE/
1.15%1.18%#213$6,064.0万162.7万股$5,503.7万154.9万股+7.8万股+5.06%加仓
催化剂资本顾问Catalyst Capital Advisors LLC
1.01%1.02%#217$6,064.0万162.7万股$5,503.7万154.9万股+7.8万股+5.06%加仓

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