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 TRUSTDFSD
持有机构数
449
机构合计市值 (Q2 2026)
$58.76亿
机构合计股数 (Q2 2026)
1.23亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,511.8万股
319 · 45 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-336.1万股
113 · 21 清仓 · ≈
⚖️ 净额
+1,175.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$58.76亿
持有机构数
449
新买入
45
加仓
274
减仓
92
清仓
21
持股不变
38
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
0.35%0.33%#218$3.46亿725.4万股$2.93亿612.2万股+113.2万股+18.49%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
2.57%2.47%#107$3.03亿633.9万股$2.45亿512.7万股+121.2万股+23.65%加仓
Apella资本Apella Capital, LLC
3.64%3.75%#74$2.59亿542.1万股$2.53亿524.6万股+17.5万股+3.33%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
1.56%1.73%#130$1.85亿388.1万股$1.77亿370.0万股+18.1万股+4.89%加仓
Savant资本Savant Capital, LLC
0.51%0.9%#190$1.75亿365.5万股$1.87亿390.4万股-24.9万股-6.38%减仓
Root Financial 合伙人Root Financial Partners, LLC
6.75%6.62%#34$1.74亿363.7万股$1.43亿299.1万股+64.6万股+21.60%加仓
Vise科技Vise Technologies, Inc.
1.89%2.14%#120$1.67亿349.1万股$1.09亿227.5万股+121.6万股+53.47%加仓
Beaird Harris Wealth Management, LLC
9.57%10.12%#19$1.53亿319.9万股$1.49亿311.0万股+9.0万股+2.89%加仓
Planning Center, Inc.
13.09%13.62%#8$1.39亿290.4万股$1.34亿280.8万股+9.6万股+3.42%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#342$1.28亿268.3万股$1.16亿241.9万股+26.4万股+10.92%加仓
DiNuzzo Private Wealth, Inc.
9.83%10.53%#18$9,934.8万208.1万股$9,773.2万204.1万股+3.9万股+1.93%加仓
HighTower顾问HighTower Advisors, LLC
0.09%0.1%#294$9,534.2万199.7万股$9,427.1万196.9万股+2.8万股+1.41%加仓
Great Waters Wealth Management
8.62%9.04%#24$9,307.3万194.9万股$8,541.4万178.4万股+16.5万股+9.26%加仓
PHILLIPS FINANCIAL MANAGEMENT, LLC
6.15%5.95%#40$8,389.0万175.7万股$8,208.1万171.4万股+4.3万股+2.48%加仓
Rachor Investment Advisory Services, LLC
35.72%36.55%#1$7,254.6万151.9万股$6,955.6万145.3万股+6.7万股+4.58%加仓
Rather & Kittrell, Inc.
9.54%9.84%#20$6,827.8万143.0万股$6,377.7万133.2万股+9.8万股+7.35%加仓
Diversified Portfolios, Inc.
4.62%5.26%#60$6,374.6万133.5万股$6,398.8万133.6万股-1,421股-0.11%减仓
AssetMarkASSETMARK, INC
0.11%0.12%#286$6,131.5万128.4万股$5,701.7万119.1万股+9.3万股+7.83%加仓
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
8.64%9.4%#23$6,071.5万127.2万股$5,964.1万124.6万股+2.6万股+2.08%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.07%0.08%#304$5,870.3万122.9万股$5,663.4万118.3万股+4.7万股+3.94%加仓
WPWealth LLP
8.42%8.85%#25$5,676.4万118.9万股$5,793.0万121.0万股-2.1万股-1.75%减仓
Ruedi Wealth Management, Inc.
12.82%13.53%#10$5,467.2万114.5万股$5,253.9万109.7万股+4.8万股+4.34%加仓
55 North Private Wealth, LLC
10.09%10.78%#17$5,127.2万107.4万股$4,210.2万87.9万股+19.4万股+22.11%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.23%0.23%#240$4,994.1万104.6万股$4,394.5万91.8万股+12.8万股+13.95%加仓
Financial Plan, Inc.
4.7%4.71%#58$4,956.6万103.8万股$4,391.3万91.7万股+12.1万股+13.18%加仓
CURIO WEALTH, LLC
15.31%15.68%#3$4,934.4万103.3万股$4,588.2万95.8万股+7.5万股+7.84%加仓
RAM Investment Partners, LLC
7.7%8.4%#26$4,815.3万100.8万股$4,780.6万99.8万股+9,986股+1.00%加仓
CPA Asset Management Group, LLC
13.49%7.33%#6$4,684.0万98.1万股$2,186.7万45.7万股+52.4万股+114.78%加仓
Parkwoods Wealth Partners, LLC
7.46%5.23%#29$4,641.9万97.2万股$2,134.8万44.6万股+52.6万股+118.04%加仓
PARK AVENUE SECURITIES LLC
0.27%0.29%#232$4,312.7万90.3万股$3,685.4万77.0万股+13.3万股+17.34%加仓
Altiora Financial Group, LLC
6.6%7.28%#36$4,187.2万87.7万股$4,417.0万92.3万股-4.6万股-4.94%减仓
Woodward Financial Advisors, Inc.
13.69%#5$4,096.4万85.8万股$00股+85.8万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#408$4,048.4万84.8万股$3,598.9万75.2万股+9.6万股+12.79%加仓
Signature Resources Capital Management, LLC
15.3%17.54%#4$3,880.4万81.3万股$3,701.5万77.3万股+4.0万股+5.12%加仓
Wealthquest Corp
2.42%2.62%#111$3,839.7万80.4万股$3,693.9万77.1万股+3.3万股+4.23%加仓
Elser Financial Planning, Inc
1.65%1.8%#127$3,810.9万79.8万股$3,701.3万77.3万股+2.5万股+3.28%加仓
ECLECTIC ASSOCIATES INC /ADV
4.32%4.36%#64$3,799.3万79.6万股$3,284.8万68.6万股+11.0万股+15.98%加仓
MASECO LLP
1.04%1.11%#154$3,687.2万77.2万股$3,536.8万73.9万股+3.4万股+4.54%加仓
Wheelhouse Advisory Group LLC
10.39%9.8%#15$3,682.7万77.1万股$2,956.7万61.8万股+15.4万股+24.89%加仓
GREAT OAK CAPITAL PARTNERS, LLC
6.82%6.65%#32$3,157.4万66.4万股$2,860.0万59.6万股+6.8万股+11.44%加仓
NORTHWEST WEALTH MANAGEMENT, LLC
4.03%3.99%#67$3,056.8万64.0万股$2,656.9万55.5万股+8.5万股+15.36%加仓
Mattern Wealth Management LLC
4.74%5.63%#56$2,886.6万60.5万股$2,889.0万60.3万股+1,149股+0.19%加仓
Valued Wealth Advisors LLC
10.43%10.82%#14$2,870.9万60.1万股$2,670.4万55.8万股+4.3万股+7.80%加仓
Allegiance Financial Group Advisory Services LLC
4.8%4.88%#55$2,774.7万58.1万股$2,450.9万51.2万股+6.9万股+13.52%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.22%0.26%#244$2,768.2万58.0万股$2,719.6万56.8万股+1.2万股+2.04%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.13%0.11%#273$2,684.1万56.2万股$1,362.1万28.4万股+27.8万股+97.59%加仓
JACKSON THORNTON WEALTH MANAGEMENT, LLC
2.07%2.19%#116$2,621.8万54.9万股$2,430.1万50.6万股+4.3万股+8.43%加仓
Keyes, Stange & Wooten Wealth Management, LLC
10.33%10.53%#16$2,587.9万54.2万股$2,359.3万49.3万股+4.9万股+9.99%加仓
LEGACY FINANCIAL GROUP, INC.
6.01%5.91%#43$2,573.4万53.9万股$2,237.5万46.7万股+7.2万股+15.32%加仓
Cornerstone Wealth Partners, LLC
11.76%12.4%#11$2,529.0万53.0万股$2,186.3万45.7万股+7.3万股+15.99%加仓

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