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 TRUSTDFIS
持有机构数
358
机构合计市值 (Q2 2026)
$54.47亿
机构合计股数 (Q2 2026)
1.55亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,040.5万股
232 · 55 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-811.2万股
103 · 33 清仓 · ≈
⚖️ 净额
+1,229.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$54.47亿
持有机构数
358
新买入
55
加仓
177
减仓
70
清仓
33
持股不变
56
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
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.86%0.92%#67$21.57亿6,136.5万股$19.22亿5,874.7万股+261.8万股+4.46%加仓
NATIXIS ADVISORS, LLC
0.51%0.54%#89$4.59亿1,309.9万股$3.83亿1,138.5万股+171.3万股+15.05%加仓
Matson Money. Inc.
11.63%12.31%#1$4.18亿1,192.0万股$4.01亿1,192.0万股00.00%持仓不变
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.56%0.61%#88$1.16亿330.9万股$1.11亿330.0万股+8,766股+0.27%加仓
第一公民银行信托FIRST CITIZENS BANK & TRUST CO
1.68%2.27%#43$1.13亿321.4万股$1.08亿320.8万股+6,236股+0.19%加仓
瑞银集团UBS Group AG
0.01%<0.01%#232$9,809.2万280.0万股$2,05461股+280.0万股+4,590,444.26%加仓
Creative Planning财富管理Creative Planning
0.05%0.06%#182$8,444.6万241.1万股$8,171.3万242.7万股-1.6万股-0.67%减仓
AssetMarkASSETMARK, INC
0.13%<0.01%#143$7,791.4万222.4万股$13.6万4,044股+222.0万股+54,900.05%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#223$6,918.8万197.5万股$6,200.3万184.1万股+13.4万股+7.26%加仓
PARK AVENUE SECURITIES LLC
0.41%0.46%#104$6,494.0万185.4万股$5,858.0万174.0万股+11.4万股+6.55%加仓
现代财富管理Modern Wealth Management, LLC
0.73%0.74%#77$6,099.0万174.1万股$4,312.2万126.3万股+47.8万股+37.88%加仓
Root Financial 合伙人Root Financial Partners, LLC
2.23%1.74%#29$5,728.7万163.5万股$3,766.5万111.9万股+51.7万股+46.19%加仓
Vise科技Vise Technologies, Inc.
0.63%0.59%#81$5,543.7万158.3万股$3,018.1万91.6万股+66.6万股+72.72%加仓
TCI Wealth Advisors, Inc.
2.37%2.55%#24$5,471.8万156.2万股$4,802.7万142.6万股+13.6万股+9.51%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.02%0.02%#219$5,248.0万149.8万股$4,773.4万141.8万股+8.0万股+5.67%加仓
Evanson Financial, LLC
2.48%#20$5,009.5万143.0万股$00股+143.0万股新买入
组成财富Composition Wealth, LLC
0.58%0.6%#85$4,986.7万142.4万股$4,366.9万129.7万股+12.7万股+9.76%加仓
Mather集团MATHER GROUP, LLC.
0.42%0.5%#102$4,775.9万136.3万股$5,000.4万148.5万股-12.2万股-8.20%减仓
Cerity合伙人Cerity Partners LLC
0.05%0.03%#178$4,442.2万126.8万股$2,317.7万68.8万股+58.0万股+84.22%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#210$4,249.7万121.3万股$2,846.1万84.5万股+36.8万股+43.52%加仓
Wescott Financial Advisory Group, LLC
3.25%3.5%#12$4,197.9万119.8万股$3,995.1万118.7万股+1.2万股+1.00%加仓
Discipline Wealth Solutions, LLC
3.1%3.41%#13$3,555.1万101.5万股$3,238.3万96.2万股+5.3万股+5.52%加仓
Savant资本Savant Capital, LLC
0.1%0.21%#158$3,433.2万98.0万股$4,381.3万130.1万股-32.1万股-24.68%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#284$3,219.2万91.9万股$3,007.1万89.3万股+2.6万股+2.90%加仓
Focus Partners财富Focus Partners Wealth
0.03%0.03%#202$3,058.7万87.3万股$2,795.7万83.0万股+4.3万股+5.16%加仓
Index Fund Advisors, Inc.
0.99%1.03%#63$2,483.4万70.9万股$2,279.0万67.7万股+3.2万股+4.74%加仓
SATOVSKY ASSET MANAGEMENT LLC
3.84%3.81%#7$2,408.3万68.7万股$2,158.8万64.1万股+4.6万股+7.23%加仓
蓝泉财富管理Bluespring Wealth Management, LLC
0.46%#95$2,388.7万68.2万股$00股+68.2万股新买入
Janney Montgomery Scott LLC
0.05%0.06%#188$2,327.7万66.4万股$2,243.0万66.6万股-1,681股-0.25%减仓
TOBIAS FINANCIAL ADVISORS, INC.
2.93%2.89%#15$2,310.5万66.0万股$2,073.2万61.6万股+4.4万股+7.12%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#285$2,279.2万65.1万股$00股+65.1万股新买入
Shore Point Advisors, LLC
7.31%7.69%#3$2,178.8万62.2万股$1,946.0万57.8万股+4.4万股+7.61%加仓
ECLECTIC ASSOCIATES INC /ADV
2.4%2.55%#23$2,112.6万60.3万股$1,922.2万57.1万股+3.2万股+5.63%加仓
Alesco Advisors, LLC, An ESL Co
0.47%0.47%#94$2,072.7万59.2万股$1,835.9万54.5万股+4.6万股+8.52%加仓
Wealth Management Nebraska
1.81%1.81%#38$2,028.8万57.9万股$1,785.7万53.0万股+4.9万股+9.20%加仓
Sherrill & Hutchins Financial Advisory, Inc
9.22%0.53%#2$1,929.0万55.1万股$90.1万2.7万股+52.4万股+1,958.39%加仓
Factor Wealth Management LTD
2.73%2.6%#17$1,805.4万51.5万股$1,383.0万41.1万股+10.5万股+25.48%加仓
Tanager Wealth Management LLP
1.53%1.63%#48$1,759.6万50.2万股$1,682.0万50.0万股+2,757股+0.55%加仓
Ballentine Capital Advisors, Inc
6.38%6.87%#5$1,692.5万48.3万股$1,660.1万49.3万股-9,893股-2.01%减仓
AIRE ADVISORS, LLC
2.63%2.82%#19$1,617.2万46.2万股$1,539.6万45.7万股+4,399股+0.96%加仓
Advisory Alpha, LLC
0.39%0.39%#105$1,595.9万45.6万股$1,423.4万42.3万股+3.3万股+7.76%加仓
Brand Asset Management Group, Inc.
3.51%3.89%#9$1,587.6万45.3万股$1,495.5万44.4万股+9,041股+2.04%加仓
Corient私人财富Corient Private Wealth LLC
0.01%0.13%#237$1,525.1万43.5万股$9,398.8万279.1万股-235.6万股-84.40%减仓
Planning Center, Inc.
1.37%1.4%#54$1,447.3万41.3万股$1,386.0万41.2万股+1,541股+0.37%加仓
Abacus Planning Group, Inc.
1.69%1.7%#42$1,363.4万38.9万股$1,259.7万37.4万股+1.5万股+4.03%加仓
Three Arch Wealth Management LLC
2.06%2.16%#32$1,344.9万38.4万股$1,203.4万35.7万股+2.7万股+7.42%加仓
SVB WEALTH LLC
0.85%#68$1,342.9万38.3万股$00股+38.3万股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.02%0.02%#224$1,268.5万36.2万股$1,199.2万35.6万股+5,975股+1.68%加仓
Guardian Wealth Management, LLC
3.51%3.69%#10$1,250.6万35.7万股$1,215.3万35.7万股+302股+0.08%加仓
Tillman Hartley LLC
2.72%2.89%#18$1,228.0万35.1万股$1,149.2万34.1万股+9,262股+2.71%加仓

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