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 TRUSTDISV
持有机构数
470
机构合计市值 (Q2 2026)
$38.65亿
机构合计股数 (Q2 2026)
9,615.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,155.1万股
293 · 51 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-599.8万股
152 · 32 清仓 · ≈
⚖️ 净额
+555.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$38.65亿
持有机构数
470
新买入
51
加仓
242
减仓
120
清仓
32
持股不变
57
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
Focus Partners财富Focus Partners Wealth
0.55%0.61%#149$5.38亿1,341.4万股$5.49亿1,391.3万股-49.9万股-3.59%减仓
论坛金融管理Forum Financial Management, LP
2.91%3.13%#43$2.26亿564.3万股$2.21亿560.5万股+3.8万股+0.67%加仓
Mather集团MATHER GROUP, LLC.
1.82%2.26%#76$2.09亿521.1万股$2.27亿574.4万股-53.3万股-9.29%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
1.06%1.15%#108$1.25亿311.9万股$1.14亿288.5万股+23.4万股+8.11%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#382$1.20亿299.2万股$8,951.6万227.0万股+72.2万股+31.82%加仓
Savant资本Savant Capital, LLC
0.32%0.19%#187$1.09亿262.9万股$4,006.8万101.6万股+161.3万股+158.81%加仓
瑞银集团UBS Group AG
0.01%<0.01%#355$9,972.9万248.5万股$134.9万3.4万股+245.1万股+7,163.36%加仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
1.43%1.56%#90$9,571.2万238.5万股$8,998.3万228.2万股+10.4万股+4.54%加仓
Cerity合伙人Cerity Partners LLC
0.08%0.08%#270$6,391.9万159.3万股$5,597.8万141.9万股+17.3万股+12.22%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.28%0.22%#194$5,671.2万141.3万股$2,751.1万69.8万股+71.6万股+102.59%加仓
北方信托NORTHERN TRUST CORP
0.01%0.01%#389$5,290.7万131.8万股$4,700.3万119.2万股+12.7万股+10.62%加仓
Evanson Financial, LLC
2.4%#59$4,858.8万121.1万股$00股+121.1万股新买入
Asset Dedication, LLC
3.06%3.37%#39$4,857.7万121.0万股$4,815.7万122.1万股-1.1万股-0.86%减仓
Corient私人财富Corient Private Wealth LLC
0.03%0.06%#315$4,112.1万102.5万股$4,175.8万105.9万股-3.4万股-3.22%减仓
MONOGRAPH WEALTH ADVISORS, LLC
3.23%3.4%#37$3,931.5万98.0万股$3,589.6万91.0万股+7.0万股+7.64%加仓
HighTower顾问HighTower Advisors, LLC
0.04%0.04%#307$3,926.4万97.8万股$3,957.5万100.3万股-2.5万股-2.49%减仓
JACKSON THORNTON WEALTH MANAGEMENT, LLC
3.04%3.5%#41$3,845.8万95.8万股$3,893.2万94.5万股+1.3万股+1.37%加仓
GREAT OAK CAPITAL PARTNERS, LLC
7.67%8.06%#9$3,549.4万87.1万股$3,463.2万83.8万股+3.3万股+3.95%加仓
Creative Planning财富管理Creative Planning
0.02%0.02%#339$3,523.2万87.8万股$3,475.8万88.1万股-3,326股-0.38%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.01%0.01%#360$3,329.3万83.0万股$3,183.8万80.7万股+2.2万股+2.77%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#381$3,272.8万81.6万股$3,576.2万90.7万股-9.1万股-10.06%减仓
简街集团JANE STREET GROUP, LLC
<0.01%0.01%#416$3,154.4万78.6万股$3,939.1万99.9万股-21.3万股-21.30%减仓
Planning Center, Inc.
2.64%2.75%#54$2,799.0万69.7万股$2,715.3万68.8万股+9,025股+1.31%加仓
Index Fund Advisors, Inc.
1.04%1.11%#109$2,624.8万65.4万股$2,465.4万62.5万股+2.9万股+4.64%加仓
DiNuzzo Private Wealth, Inc.
2.55%2.75%#56$2,576.0万64.2万股$2,550.7万64.7万股-4,808股-0.74%减仓
Integris Wealth Management, LLC
5.08%5.71%#12$2,514.8万62.7万股$2,482.4万62.9万股-2,749股-0.44%减仓
William Mack & Associates, Inc.
8.33%8.4%#8$2,363.3万58.9万股$1,470.2万37.3万股+21.6万股+57.98%加仓
Modera财富管理Modera Wealth Management, LLC
0.25%0.25%#198$2,356.9万58.7万股$2,072.3万52.5万股+6.2万股+11.78%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.03%0.03%#319$2,258.8万56.3万股$2,250.9万57.1万股-7,853股-1.38%减仓
EARNED WEALTH ADVISORS, LLC
1.4%1.36%#93$2,168.9万54.0万股$2,029.7万51.5万股+2.6万股+5.02%加仓
Baker Ellis Asset Management LLC
2.25%2.53%#63$2,165.2万54.0万股$2,131.1万54.0万股-797股-0.15%减仓
Rather & Kittrell, Inc.
3.02%3.14%#42$2,164.2万53.9万股$2,033.8万51.6万股+2.4万股+4.58%加仓
NorthAvenue LLC
15.39%17.08%#1$2,148.4万53.5万股$2,148.8万54.5万股-9,462股-1.74%减仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.11%0.11%#249$2,141.9万53.4万股$2,012.5万51.0万股+2.3万股+4.60%加仓
Financial Harvest, LLC
8.81%11.62%#6$2,131.2万53.1万股$1,973.4万50.0万股+3.1万股+6.14%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.67%0.71%#138$2,069.1万51.3万股$1,963.4万51.3万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#393$1,971.3万49.1万股$1,798.8万45.6万股+3.5万股+7.71%加仓
Equita Financial Network, Inc.
5.39%5.7%#11$1,941.3万48.4万股$1,813.9万46.0万股+2.4万股+5.18%加仓
Quantum Financial Advisors, LLC
1.68%2.02%#81$1,934.3万48.2万股$1,803.5万45.7万股+2.5万股+5.40%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.04%#314$1,887.2万46.1万股$1,642.1万41.4万股+4.7万股+11.41%加仓
Henrickson Nauta Wealth Advisors, Inc.
4.58%5.02%#18$1,881.5万46.9万股$1,788.4万45.3万股+1.5万股+3.40%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.08%0.08%#264$1,802.9万44.9万股$1,494.9万37.9万股+7.0万股+18.54%加仓
MB Generational Wealth, LLC
8.75%9.61%#7$1,783.1万44.4万股$1,738.7万44.1万股+3,499股+0.79%加仓
KEB ASSET MANAGEMENT, LLC
2.76%3.22%#49$1,708.2万42.6万股$1,681.9万42.6万股-787股-0.18%减仓
Shakespeare Wealth Management, LLC
4.32%3.95%#21$1,667.5万42.3万股$1,667.5万42.3万股00.00%持仓不变
LRI Investments, LLC
1.18%1.46%#99$1,662.8万41.4万股$1,650.9万41.9万股-4,232股-1.01%减仓
von Borstel & Associates, Inc.
3.38%3.54%#33$1,649.1万41.1万股$1,547.6万39.2万股+1.9万股+4.72%加仓
Betterment智能投顾Betterment LLC
0.03%0.03%#320$1,619.4万40.4万股$1,482.9万37.6万股+2.8万股+7.33%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.15%0.17%#235$1,552.6万38.7万股$1,526.8万38.7万股-234股-0.06%减仓
AssetMarkASSETMARK, INC
0.03%<0.01%#324$1,537.3万38.3万股$3.0万763股+38.2万股+50,106.68%加仓

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