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 TRUSTDFNM
持有机构数
294
机构合计市值 (Q2 2026)
$19.58亿
机构合计股数 (Q2 2026)
4,047.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+486.3万股
196 · 32 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-91.7万股
83 · 13 清仓 · ≈
⚖️ 净额
+394.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$19.58亿
持有机构数
294
新买入
32
加仓
164
减仓
70
清仓
13
持股不变
28
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
0.25%0.23%#132$2.45亿507.0万股$2.02亿422.2万股+84.8万股+20.08%加仓
Truepoint, Inc.
3.24%3.31%#20$1.55亿321.2万股$1.48亿309.6万股+11.6万股+3.75%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.67%0.58%#83$7,959.8万164.7万股$5,745.7万120.3万股+44.3万股+36.85%加仓
Apella资本Apella Capital, LLC
1.08%0.95%#58$7,681.4万159.1万股$6,389.7万132.0万股+27.1万股+20.51%加仓
Foster Group, Inc.
1.91%2.08%#40$7,170.0万148.3万股$6,998.9万146.0万股+2.3万股+1.59%加仓
Symmetry Partners, LLC
3.17%3.61%#21$6,214.0万128.6万股$6,314.0万131.7万股-3.2万股-2.41%减仓
Geo 财富管理GeoWealth Management, LLC
1.6%1.52%#43$5,101.0万105.5万股$4,223.0万88.1万股+17.4万股+19.78%加仓
Rather & Kittrell, Inc.
6.34%6.61%#6$4,539.2万93.9万股$4,285.8万89.4万股+4.5万股+5.03%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.22%0.24%#140$4,331.6万89.6万股$4,218.0万88.0万股+1.6万股+1.83%加仓
Pathstone控股Pathstone Holdings, LLC
0.11%0.15%#162$3,909.3万80.9万股$3,778.0万78.8万股+2.1万股+2.61%加仓
Beaird Harris Wealth Management, LLC
2.41%2.59%#32$3,849.3万79.6万股$3,813.8万79.6万股+681股+0.09%加仓
MBL Wealth, LLC
2.56%2.68%#28$3,753.2万77.7万股$3,545.5万74.0万股+3.7万股+4.97%加仓
AWM CAPITAL, LLC
2.81%3.12%#24$3,504.5万72.5万股$3,443.6万71.8万股+6,595股+0.92%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.04%#201$3,248.3万67.2万股$3,131.7万65.3万股+1.9万股+2.85%加仓
Waterford Advisors, LLC
7.8%8.09%#2$2,877.2万54.5万股$2,549.2万53.6万股+9,004股+1.68%加仓
RAM Investment Partners, LLC
4.51%4.35%#8$2,820.8万58.4万股$2,475.3万51.6万股+6.7万股+13.01%加仓
LPL金融LPL Financial LLC
0.01%0.01%#242$2,797.4万57.9万股$2,485.4万51.9万股+6.0万股+11.61%加仓
Graves Light Lenhart Wealth, Inc.
2.51%2.41%#29$2,690.6万55.7万股$2,314.0万48.3万股+7.4万股+15.30%加仓
Mattern Wealth Management LLC
4.35%4.96%#9$2,653.0万54.9万股$2,541.5万53.0万股+1.9万股+3.51%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#270$2,325.8万48.1万股$2,006.0万41.9万股+6.3万股+14.97%加仓
ASPIRIANT, LLC
0.52%0.59%#94$2,091.0万43.3万股$2,054.9万42.9万股+3,860股+0.90%加仓
HFM Investment Advisors, LLC
7.27%6.6%#4$2,072.2万42.9万股$1,716.8万35.8万股+7.1万股+19.69%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.09%0.08%#170$1,893.1万39.2万股$981.1万20.5万股+18.7万股+91.34%加仓
Savant资本Savant Capital, LLC
0.05%0.07%#193$1,816.8万37.6万股$1,489.4万31.1万股+6.5万股+21.01%加仓
Austin Wealth Management, LLC
3.71%3.57%#14$1,754.9万36.5万股$1,572.8万32.7万股+3.8万股+11.48%加仓
Vestment Financial LLC
7.61%7.31%#3$1,697.5万35.2万股$1,551.4万32.1万股+3.1万股+9.80%加仓
AssetMarkASSETMARK, INC
0.03%0.03%#210$1,694.6万35.1万股$1,594.1万33.3万股+1.8万股+5.41%加仓
Yardley Wealth Management LLC
7.21%7.87%#5$1,586.3万32.8万股$1,536.7万32.1万股+7,572股+2.36%加仓
Wheelhouse Advisory Group LLC
4.34%4.4%#11$1,538.8万31.8万股$1,327.4万27.7万股+4.1万股+14.95%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.03%#227$1,402.6万29.0万股$2,825.2万58.9万股-29.9万股-50.77%减仓
Resonant Capital Advisors, LLC
0.65%0.68%#84$1,357.7万28.1万股$1,296.3万27.0万股+1.0万股+3.86%加仓
Brady Martz Wealth Solutions, LLC
1.99%2.02%#38$1,319.1万27.3万股$1,187.3万24.8万股+2.5万股+10.17%加仓
Strathmore Capital Advisors, Inc.
3.3%3.7%#18$1,224.3万25.6万股$1,308.4万27.1万股-1.5万股-5.65%减仓
DOPKINS WEALTH MANAGEMENT, LLC
4.35%4.62%#10$1,195.8万24.7万股$1,149.9万24.0万股+7,481股+3.12%加仓
Vested Financial Planning, LLC
7.96%7.4%#1$1,184.6万24.5万股$971.2万20.3万股+4.2万股+20.95%加仓
Allworth金融Allworth Financial LP
0.05%0.04%#196$1,148.1万23.8万股$1,091.0万22.8万股+9,914股+4.36%加仓
ENTREWEALTH, LLC
4.13%4.59%#12$1,115.6万23.3万股$1,024.8万21.4万股+2.0万股+9.18%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#229$1,114.7万23.1万股$296.1万6.2万股+16.9万股+273.19%加仓
West Financial Advisors, LLC
1.58%1.64%#44$1,042.4万21.6万股$967.9万20.2万股+1.4万股+6.80%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#220$1,024.1万21.2万股$1,001.8万20.8万股+3,961股+1.90%加仓
55 North Private Wealth, LLC
2.01%1.46%#37$1,023.3万21.2万股$569.0万11.9万股+9.3万股+78.36%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#263$983.4万20.3万股$664.3万13.9万股+6.5万股+46.79%加仓
Plancorp, LLC
0.24%0.24%#136$973.6万20.2万股$849.1万17.6万股+2.6万股+14.78%加仓
Citrine Capital LLC
3.59%4.01%#15$971.0万20.1万股$924.5万19.3万股+8,009股+4.15%加仓
Guardian Wealth Management, LLC
2.68%2.72%#25$957.1万19.8万股$895.7万18.7万股+1.1万股+5.95%加仓
25 LLC
2.59%3.07%#26$944.5万19.5万股$997.2万20.8万股-1.3万股-6.08%减仓
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
0.14%0.16%#154$916.6万19.0万股$984.3万20.5万股-1.6万股-7.66%减仓
Outbound Financial Inc
5.9%#7$911.1万18.9万股$00股+18.9万股新买入
VESTIA PERSONAL WEALTH ADVISORS
2.87%3.33%#23$861.5万17.8万股$708.3万14.8万股+3.0万股+20.62%加仓
Porter White Investment Advisors, Inc.
3.29%3.26%#19$853.6万17.7万股$814.8万17.0万股+6,596股+3.88%加仓

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