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 TRUSTDFEM
持有机构数
594
机构合计市值 (Q2 2026)
$78.67亿
机构合计股数 (Q2 2026)
1.94亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,528.7万股
335 · 64 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,419.8万股
233 · 24 清仓 · ≈
⚖️ 净额
+108.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$78.67亿
持有机构数
594
新买入
64
加仓
271
减仓
209
清仓
24
持股不变
50
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
论坛金融管理Forum Financial Management, LP
8.23%8.02%#13$6.41亿1,576.8万股$5.67亿1,640.4万股-63.7万股-3.88%减仓
Focus Partners财富Focus Partners Wealth
0.41%0.35%#267$4.02亿990.0万股$3.12亿901.5万股+88.5万股+9.81%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
3.04%2.68%#111$3.59亿882.4万股$2.66亿770.3万股+112.2万股+14.56%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
1.07%1.03%#201$2.15亿529.9万股$1.85亿534.5万股-4.6万股-0.87%减仓
Truepoint, Inc.
4.21%4.07%#75$2.02亿496.4万股$1.83亿528.6万股-32.2万股-6.10%减仓
Savant资本Savant Capital, LLC
0.52%0.71%#250$1.78亿437.6万股$1.46亿422.7万股+14.9万股+3.52%加仓
HBK索尔斯顾问HBK Sorce Advisory LLC
2.48%2.63%#127$1.31亿335.5万股$1.33亿325.0万股+10.5万股+3.24%加仓
Forvis玛泽财富顾问Forvis Mazars Wealth Advisors, LLC
2.18%2.03%#143$1.30亿321.1万股$1.07亿309.1万股+11.9万股+3.86%加仓
HighTower顾问HighTower Advisors, LLC
0.13%0.12%#343$1.30亿319.2万股$1.11亿322.0万股-2.8万股-0.87%减仓
Parcion Private Wealth LLC
4%5.73%#77$1.06亿260.3万股$9,252.0万267.8万股-7.5万股-2.80%减仓
Asset Dedication, LLC
6.3%6.01%#32$1.00亿246.3万股$8,582.4万248.4万股-2.2万股-0.87%减仓
Corient私人财富Corient Private Wealth LLC
0.07%0.35%#377$9,515.2万234.1万股$2.43亿703.6万股-469.4万股-66.72%减仓
JMG Financial Group, Ltd.
2.29%2.22%#140$9,482.9万233.3万股$7,988.5万231.2万股+2.1万股+0.92%加仓
MASECO LLP
2.64%2.43%#125$9,378.3万230.7万股$7,753.5万224.6万股+6.1万股+2.73%加仓
Evensky & Katz LLC
4.8%4.64%#62$9,293.1万228.7万股$8,164.9万236.3万股-7.7万股-3.24%减仓
Greenspring Advisors, LLC
5.12%4.87%#55$9,246.0万227.5万股$7,996.5万231.4万股-3.9万股-1.70%减仓
LPL金融LPL Financial LLC
0.02%0.02%#455$9,206.9万226.5万股$7,100.5万205.5万股+21.0万股+10.23%加仓
Rockwood Wealth Management, LLC
5.54%5.57%#46$8,766.0万215.7万股$7,788.9万225.4万股-9.7万股-4.32%减仓
RW Investment Management LLC
6.97%6.6%#21$7,939.8万195.4万股$6,816.2万197.3万股-1.9万股-0.97%减仓
AWM CAPITAL, LLC
6.21%5.65%#34$7,752.5万190.8万股$6,244.1万180.7万股+10.0万股+5.55%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.02%0.02%#442$7,286.5万179.3万股$6,002.7万173.7万股+5.6万股+3.20%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.34%0.32%#287$7,224.3万177.8万股$6,030.9万174.6万股+3.2万股+1.84%加仓
Apella资本Apella Capital, LLC
0.92%0.95%#212$6,530.0万166.7万股$6,398.4万165.7万股+9,486股+0.57%加仓
Sageworth 信托Sageworth Trust Co
2.52%#126$6,402.4万157.5万股$00股+157.5万股新买入
Symmetry Partners, LLC
3.08%2.91%#105$6,046.8万148.8万股$5,087.4万147.2万股+1.5万股+1.05%加仓
MarinerMariner, LLC
0.06%0.05%#386$5,998.2万147.6万股$4,642.3万134.4万股+13.3万股+9.87%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#477$5,965.4万146.8万股$5,165.0万149.5万股-2.7万股-1.81%减仓
Hill Investment Group Partners, LLC
5.76%5.49%#42$5,646.3万138.9万股$4,970.5万143.9万股-4.9万股-3.43%减仓
EnRich Financial Partners LLC
11.6%11.66%#3$4,882.9万120.1万股$4,396.4万127.2万股-7.1万股-5.58%减仓
布莱顿·琼斯BRIGHTON JONES LLC
0.88%1.64%#216$4,714.9万116.0万股$3,894.2万112.7万股+3.3万股+2.93%加仓
Plancorp, LLC
1.12%1.15%#193$4,603.9万119.1万股$4,050.1万110.1万股+9.0万股+8.20%加仓
MOSAIC FAMILY WEALTH PARTNERS, LLC
3.05%3.76%#108$4,543.4万111.8万股$3,669.5万106.2万股+5.6万股+5.27%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.38%0.37%#277$4,528.7万111.4万股$3,735.7万108.1万股+3.3万股+3.06%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.05%0.05%#394$4,376.8万107.7万股$3,642.4万105.4万股+2.3万股+2.16%加仓
Burton Enright Welch
5.12%4.85%#56$4,361.4万107.3万股$3,564.3万103.2万股+4.2万股+4.03%加仓
Elser Financial Planning, Inc
1.83%1.73%#154$4,220.5万103.9万股$3,574.1万104.4万股-5,476股-0.52%减仓
Oakwell Private Wealth Management, LLC
6.99%6.9%#19$4,213.9万103.7万股$3,866.5万111.9万股-8.2万股-7.35%减仓
GREAT OAK CAPITAL PARTNERS, LLC
9.09%9.4%#9$4,204.0万108.8万股$4,038.8万110.2万股-1.5万股-1.32%减仓
PHILLIPS FINANCIAL MANAGEMENT, LLC
3.07%2.78%#106$4,188.5万103.1万股$3,828.0万110.8万股-7.7万股-6.98%减仓
Rather & Kittrell, Inc.
5.8%5.49%#41$4,150.2万102.1万股$3,560.1万103.0万股-9,230股-0.90%减仓
Rockbridge Investment Management, LCC
3.25%2.92%#96$4,004.6万98.5万股$3,252.2万94.1万股+4.4万股+4.69%加仓
Seaside Wealth Management, Inc.
9.62%9.38%#8$3,893.1万95.8万股$3,334.8万96.5万股-7,240股-0.75%减仓
Kooman & Associates
10.42%10.3%#5$3,880.9万95.5万股$3,453.3万100.0万股-4.5万股-4.46%减仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#516$3,876.4万95.4万股$198.8万5.8万股+89.6万股+1,557.98%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.61%0.24%#240$3,851.5万94.8万股$1,505.9万43.6万股+51.2万股+117.44%加仓
Betterment智能投顾Betterment LLC
0.06%0.06%#385$3,793.5万93.3万股$3,197.5万92.5万股+7,970股+0.86%加仓
MONOGRAPH WEALTH ADVISORS, LLC
3.04%2.96%#109$3,708.1万91.2万股$3,117.6万90.2万股+1.0万股+1.12%加仓
Leading Edge Financial Planning LLC
6.57%6.32%#28$3,692.0万90.8万股$3,001.4万86.9万股+4.0万股+4.58%加仓
Your Advocates Ltd., LLP
9.73%9.24%#7$3,403.5万83.7万股$3,030.6万87.7万股-4.0万股-4.52%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.3%0.38%#293$3,201.7万78.8万股$3,453.3万100.0万股-21.2万股-21.18%减仓

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