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 TRUSTDFEV
持有机构数
290
机构合计市值 (Q2 2026)
$15.58亿
机构合计股数 (Q2 2026)
3,664.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+838.6万股
162 · 44 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-320.9万股
111 · 21 清仓 · ≈
⚖️ 净额
+517.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$15.58亿
持有机构数
290
新买入
44
加仓
118
减仓
90
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
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.05%0.03%#160$1.21亿287.8万股$7,176.8万205.5万股+82.3万股+40.06%加仓
Asset Dedication, LLC
6.63%6.4%#7$1.05亿247.0万股$9,134.8万255.3万股-8.3万股-3.26%减仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
0.93%0.88%#44$6,230.8万146.0万股$5,096.6万142.4万股+3.6万股+2.52%加仓
Root Financial 合伙人Root Financial Partners, LLC
2.1%0.24%#24$5,410.8万126.8万股$524.7万14.7万股+112.1万股+764.75%加仓
Vise科技Vise Technologies, Inc.
0.61%0.13%#61$5,375.2万126.0万股$676.5万20.1万股+105.9万股+528.32%加仓
Savant资本Savant Capital, LLC
0.13%0.03%#116$4,393.2万105.8万股$586.8万16.4万股+89.4万股+545.09%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#195$4,374.3万102.5万股$3,534.4万98.8万股+3.7万股+3.79%加仓
HighTower顾问HighTower Advisors, LLC
0.04%0.04%#169$4,173.0万97.8万股$3,415.3万95.5万股+2.4万股+2.46%加仓
B&D White Capital Company, LLC
3.43%2.6%#15$3,446.9万80.8万股$2,102.8万58.8万股+22.0万股+37.46%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.15%0.11%#109$3,206.0万75.1万股$2,167.7万60.6万股+14.6万股+24.03%加仓
Sensible Money, LLC
8.46%8.26%#3$3,191.7万74.8万股$2,715.1万75.9万股-1.1万股-1.42%减仓
富达投资FMR LLC
<0.01%<0.01%#252$2,993.7万70.2万股$2,626.6万73.4万股-3.2万股-4.42%减仓
True Wealth Design, LLC
7.05%6.96%#5$2,962.1万69.4万股$2,509.2万70.1万股-7,047股-1.00%减仓
Marquette Asset Management, LLC
3.69%3.61%#14$2,874.4万67.4万股$2,418.8万67.6万股-2,337股-0.35%减仓
Family Investment Center, Inc.
4.28%3.92%#11$2,577.5万60.4万股$2,037.6万56.9万股+3.5万股+6.08%加仓
Janney Montgomery Scott LLC
0.05%0.05%#159$2,519.4万59.0万股$2,074.3万58.0万股+1.1万股+1.85%加仓
Evanson Financial, LLC
1.22%#39$2,473.1万58.0万股$00股+58.0万股新买入
NorthAvenue LLC
16.45%15.62%#1$2,296.8万53.8万股$1,964.9万54.9万股-1.1万股-1.97%减仓
Cambridge Financial Group, LLC
6.8%6.14%#6$2,158.6万50.6万股$1,814.4万50.7万股-1,171股-0.23%减仓
Index Fund Advisors, Inc.
0.85%0.79%#47$2,138.4万50.1万股$1,747.0万48.8万股+1.3万股+2.64%加仓
EAGLE WEALTH STRATEGIES LLC
7.89%7.66%#4$2,063.8万48.4万股$1,747.7万48.8万股-4,767股-0.98%减仓
Alesco Advisors, LLC, An ESL Co
0.46%0.41%#69$1,993.2万46.7万股$1,602.3万44.8万股+1.9万股+4.32%加仓
Strata Wealth Advisors, LLC
4.73%4.04%#10$1,941.4万45.5万股$1,473.8万41.2万股+4.3万股+10.46%加仓
Penserra Capital Management LLC
0.13%0.21%#112$1,756.3万41.2万股$1,771.1万49.5万股-8.3万股-16.84%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#240$1,582.4万37.1万股$1,093.1万30.6万股+6.5万股+21.40%加仓
VESTIA PERSONAL WEALTH ADVISORS
5.26%2.65%#9$1,580.4万36.8万股$564.4万16.8万股+20.0万股+118.89%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#257$1,482.8万34.8万股$491.3万13.7万股+21.0万股+153.09%加仓
EP财富顾问EP Wealth Advisors, LLC
0.06%<0.01%#153$1,456.3万34.1万股$57.2万1.6万股+32.5万股+2,033.88%加仓
Graves Light Lenhart Wealth, Inc.
1.35%1.29%#37$1,448.1万33.9万股$1,236.6万34.6万股-6,197股-1.79%减仓
Guardian Wealth Management, LLC
3.86%3.76%#13$1,375.3万32.2万股$1,241.0万34.6万股-2.4万股-6.96%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%<0.01%#208$1,325.4万31.1万股$20.8万5,823股+30.5万股+5,234.78%加仓
AE财富管理AE Wealth Management LLC
0.05%0.05%#155$1,176.9万27.6万股$984.8万27.5万股+602股+0.22%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#256$1,166.7万27.3万股$00股+27.3万股新买入
Financial Architects, LLC
5.4%5.06%#8$1,127.1万26.4万股$959.2万26.8万股-3,935股-1.47%减仓
Blume Capital Management, Inc.
1.63%1.59%#33$1,114.3万26.1万股$937.7万26.2万股-933股-0.36%减仓
SPWM Advisors LLC
10.14%6.96%#2$1,097.8万27.5万股$1,124.1万27.2万股+2,204股+0.81%加仓
Betterment智能投顾Betterment LLC
0.02%0.02%#185$1,010.4万23.7万股$827.2万23.1万股+5,614股+2.43%加仓
NATIXIS ADVISORS, LLC
0.01%0.01%#200$1,002.5万23.5万股$651.7万18.2万股+5.3万股+29.01%加仓
Cerity合伙人Cerity Partners LLC
0.01%<0.01%#196$980.5万23.0万股$71.1万2.0万股+21.0万股+1,056.01%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.09%0.09%#134$973.2万22.8万股$816.6万22.8万股-147股-0.06%减仓
Freedom Investment Management, Inc.
2.71%2.73%#19$972.1万22.8万股$921.1万25.7万股-3.0万股-11.50%减仓
von Borstel & Associates, Inc.
1.96%1.9%#26$954.1万22.4万股$829.2万23.2万股-8,138股-3.51%减仓
Cordant, Inc.
3.21%3.04%#16$891.7万20.9万股$747.9万20.9万股-53股-0.03%减仓
Tortoise Investment Management, LLC
0.64%0.6%#56$852.6万20.0万股$729.7万20.4万股-4,123股-2.02%减仓
Mills Wealth Advisors LLC
2.63%2.2%#21$833.9万19.5万股$628.9万17.6万股+2.0万股+11.18%加仓
DiNuzzo Private Wealth, Inc.
0.81%0.79%#48$821.7万19.3万股$734.8万20.5万股-1.3万股-6.22%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#244$798.2万18.7万股$597.9万16.7万股+2.0万股+11.96%加仓
Apella资本Apella Capital, LLC
0.11%0.11%#125$781.6万19.0万股$728.9万18.4万股+6,106股+3.31%加仓
Waverly顾问Waverly Advisors, LLC
0.04%0.05%#165$762.3万17.9万股$670.2万18.7万股-8,667股-4.63%减仓
Estate Counselors, LLC
0.64%0.58%#55$747.1万17.5万股$656.5万18.3万股-8,385股-4.57%减仓

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