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 TRUSTDCOR
持有机构数
243
机构合计市值 (Q2 2026)
$23.09亿
机构合计股数 (Q2 2026)
2,816.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+535.4万股
161 · 41 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-41.8万股
64 · 11 清仓 · ≈
⚖️ 净额
+493.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$23.09亿
持有机构数
243
新买入
41
加仓
120
减仓
53
清仓
11
持股不变
29
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
纯粹金融顾问Pure Financial Advisors, LLC
2.31%2.33%#32$1.80亿219.5万股$1.61亿223.3万股-3.8万股-1.69%减仓
Bernicke Wealth Management, Ltd.
18.83%#3$1.62亿197.8万股$00股+197.8万股新买入
布莱顿·琼斯BRIGHTON JONES LLC
1.79%3.1%#38$9,642.6万117.6万股$7,364.6万102.2万股+15.4万股+15.12%加仓
LRI Investments, LLC
6.25%6.32%#15$8,787.5万107.2万股$7,132.2万98.9万股+8.2万股+8.33%加仓
Your Advocates Ltd., LLP
24.58%23.37%#1$8,599.6万104.9万股$7,662.4万106.3万股-1.4万股-1.32%减仓
Quantum Financial Advisors, LLC
6.38%6.72%#14$7,335.3万89.5万股$5,992.2万83.1万股+6.3万股+7.63%加仓
Rather & Kittrell, Inc.
8.32%7.47%#10$5,954.2万72.6万股$4,841.3万67.2万股+5.5万股+8.14%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.27%0.2%#91$5,516.5万67.3万股$2,455.8万34.1万股+33.2万股+97.50%加仓
Stratos 投资管理Stratos Investment Management, LLC
1.97%1.85%#36$5,445.6万66.4万股$4,619.9万64.1万股+2.3万股+3.64%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.53%0.53%#73$5,123.5万62.5万股$4,281.7万59.4万股+3.1万股+5.21%加仓
MONOGRAPH WEALTH ADVISORS, LLC
3.82%3.55%#24$4,651.5万56.7万股$3,741.8万51.9万股+4.8万股+9.30%加仓
Private Advisor集团Private Advisor Group, LLC
0.2%0.22%#104$4,460.9万54.4万股$4,744.5万65.8万股-11.4万股-17.33%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.37%0.36%#80$4,432.7万54.1万股$3,726.2万51.7万股+2.4万股+4.59%加仓
Annandale Capital, LLC
5.51%4.44%#17$4,129.7万50.4万股$3,145.7万43.6万股+6.7万股+15.43%加仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
1.87%1.96%#37$3,784.9万46.2万股$3,446.5万47.8万股-1.6万股-3.44%减仓
SC&H Financial Advisors, Inc.
4.92%4.61%#18$3,707.2万45.2万股$3,055.6万42.4万股+2.8万股+6.67%加仓
KFG WEALTH MANAGEMENT, LLC
3.78%3.81%#25$3,344.5万40.8万股$2,950.5万40.9万股-1,373股-0.34%减仓
Keyes, Stange & Wooten Wealth Management, LLC
13.26%12.3%#6$3,322.8万40.5万股$2,756.7万38.2万股+2.3万股+5.98%加仓
BCO Wealth Management LLC
18.11%17.24%#4$3,320.8万40.5万股$2,870.2万39.8万股+6,869股+1.73%加仓
GREAT OAK CAPITAL PARTNERS, LLC
7.13%6.88%#12$3,298.7万40.0万股$2,955.8万39.5万股+5,422股+1.37%加仓
Hardy Reed LLC
2.09%1.84%#34$3,255.2万39.7万股$2,527.4万35.1万股+4.6万股+13.24%加仓
Sageworth 信托Sageworth Trust Co
1.2%#52$3,052.8万37.2万股$00股+37.2万股新买入
BEACON HILL WEALTH MANAGEMENT LTD.
19.75%#2$2,851.0万34.8万股$00股+34.8万股新买入
Betterment智能投顾Betterment LLC
0.05%0.05%#148$2,803.0万34.2万股$2,473.2万34.3万股-1,210股-0.35%减仓
Geneos财富管理Geneos Wealth Management Inc.
0.57%0.55%#68$2,797.5万34.1万股$2,380.8万33.0万股+1.1万股+3.31%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#192$2,756.6万33.6万股$2,129.1万29.5万股+4.1万股+13.84%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.02%#160$2,706.1万33.0万股$1,378.1万19.1万股+13.9万股+72.64%加仓
RIVERCHASE WEALTH MANAGEMENT, LLC
12.6%11.92%#7$2,703.6万33.0万股$2,287.3万31.7万股+1.2万股+3.92%加仓
Cambridge Investment Research Advisors, Inc.
0.06%0.05%#143$2,447.6万29.9万股$1,886.4万26.2万股+3.7万股+14.08%加仓
Vantage Point Financial LLC
7.09%7.62%#13$2,330.0万28.4万股$2,171.4万30.1万股-1.7万股-5.65%减仓
SageOak Financial, LLC
14.5%13.68%#5$2,229.0万27.2万股$1,947.6万27.0万股+1,707股+0.63%加仓
MarinerMariner, LLC
0.02%0.02%#170$2,204.7万26.9万股$1,711.1万23.7万股+3.2万股+13.29%加仓
Cypress Point Wealth Management, LLC
4.17%3.94%#20$2,048.2万25.0万股$1,827.6万25.4万股-3,714股-1.46%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.15%0.14%#112$1,899.6万23.2万股$1,615.7万22.4万股+7,555股+3.37%加仓
Altiora Financial Group, LLC
2.88%2.65%#27$1,829.5万22.3万股$1,606.8万22.3万股+235股+0.11%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#172$1,735.8万21.2万股$1,481.0万20.5万股+6,265股+3.05%加仓
Amicus Financial Advisors, LLC
3.91%1.3%#23$1,591.4万19.4万股$471.3万6.5万股+12.9万股+196.91%加仓
Hutchens & Kramer Investment Management Group, LLC
4.26%4.52%#19$1,588.8万19.4万股$1,429.3万19.8万股-4,498股-2.27%减仓
Gunpowder Capital Management, LLC dba Oliver Wealth Management
10.3%8.28%#9$1,465.8万17.9万股$1,091.1万15.1万股+2.7万股+18.12%加仓
DecisionPoint Financial, LLC
2.53%2.57%#28$1,363.9万16.6万股$1,193.0万16.6万股+879股+0.53%加仓
Heritage Investment Group, Inc.
1.79%1.84%#39$1,334.2万16.3万股$1,212.6万16.8万股-5,493股-3.27%减仓
Essential Planning, LLC.
3.76%3.12%#26$1,331.3万16.2万股$982.7万13.6万股+2.6万股+19.12%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.1%0.11%#124$1,278.0万15.6万股$1,134.1万15.6万股-510股-0.33%减仓
Morton Capital Management LLC/CA
1.73%1.66%#40$1,262.8万15.4万股$1,114.0万15.5万股-522股-0.34%减仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.42%0.37%#75$1,255.4万15.3万股$1,220.1万16.9万股-1.6万股-9.53%减仓
HEFFERNAN ADVISORY, INC
10.42%9.89%#8$1,244.8万15.2万股$1,065.8万14.8万股+3,979股+2.69%加仓
PARK AVENUE SECURITIES LLC
0.07%0.07%#136$1,189.7万14.5万股$900.0万12.5万股+2.0万股+16.23%加仓
B&D White Capital Company, LLC
1.14%1.25%#55$1,148.1万14.0万股$1,009.4万14.0万股00.00%持仓不变
M Holdings Securities, Inc.
1.51%0.77%#46$1,109.0万13.5万股$1,120.0万14.1万股-5,996股-4.24%减仓
Aspen Capital Management, LLC
2.32%2.1%#31$1,050.4万12.8万股$849.4万11.8万股+1.0万股+8.73%加仓

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