13FBOX
Dimensional维度·US REAL ESTATE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
D

Dimensional维度·US REAL ESTATE ETF

DIMENSIONAL US REAL ESTATE ETFDFAR
持有机构数
300
机构合计市值 (Q2 2026)
$13.44亿
机构合计股数 (Q2 2026)
5,132.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+531.8万股
177 · 32 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-415.3万股
96 · 18 清仓 · ≈
⚖️ 净额
+116.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$13.44亿
持有机构数
300
新买入
32
加仓
145
减仓
78
清仓
18
持股不变
45
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
0.09%0.1%#150$8,807.2万336.7万股$8,908.8万357.6万股-20.9万股-5.84%减仓
HighTower顾问HighTower Advisors, LLC
0.07%0.07%#162$7,124.5万272.3万股$6,373.4万269.5万股+2.9万股+1.06%加仓
Root Financial 合伙人Root Financial Partners, LLC
2.36%2.32%#26$6,084.8万232.6万股$5,007.8万211.7万股+20.9万股+9.85%加仓
Vise科技Vise Technologies, Inc.
0.65%0.76%#70$5,733.2万219.2万股$3,885.3万169.7万股+49.5万股+29.18%加仓
保德信金融PRUDENTIAL FINANCIAL INC
0.06%0.06%#171$5,263.1万201.2万股$5,204.7万220.1万股-18.9万股-8.58%减仓
Elwood & Goetz Wealth Advisory Group, LLC
6.95%10.15%#2$4,696.4万179.5万股$5,982.0万252.9万股-73.4万股-29.02%减仓
RAM Investment Partners, LLC
6.1%5.93%#5$3,811.0万145.7万股$3,376.7万142.8万股+2.9万股+2.03%加仓
Moisand Fitzgerald Tamayo, LLC
3.72%3.67%#12$3,807.5万145.5万股$3,416.5万144.5万股+1.1万股+0.75%加仓
Savant资本Savant Capital, LLC
0.09%0.08%#149$3,152.7万119.4万股$1,686.1万71.3万股+48.1万股+67.53%加仓
GREAT OAK CAPITAL PARTNERS, LLC
6.2%6.04%#4$2,869.3万108.2万股$2,594.8万105.6万股+2.6万股+2.45%加仓
Rather & Kittrell, Inc.
3.69%3.67%#14$2,639.3万100.9万股$2,376.6万100.5万股+4,015股+0.40%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.11%0.12%#137$2,450.3万93.7万股$2,195.5万92.8万股+8,322股+0.90%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.1%0.09%#147$1,981.8万75.8万股$1,671.7万70.7万股+5.1万股+7.18%加仓
Burton Enright Welch
2.31%2.24%#28$1,963.1万75.0万股$1,651.0万69.8万股+5.2万股+7.49%加仓
Wealth Dimensions Group, Ltd.
3.36%3.28%#18$1,877.9万71.8万股$1,664.8万70.4万股+1.4万股+1.98%加仓
PHILLIPS FINANCIAL MANAGEMENT, LLC
1.26%1.19%#49$1,718.8万65.7万股$1,643.6万69.5万股-3.8万股-5.45%减仓
United Wealth Management, LLC
3.53%3.5%#15$1,570.8万60.0万股$1,406.5万59.5万股+5,746股+0.97%加仓
North Berkeley Wealth Management, LLC
6.27%5.27%#3$1,551.1万59.3万股$996.2万42.1万股+17.2万股+40.77%加仓
Fidato Wealth LLC
8.31%8.18%#1$1,422.3万54.4万股$1,259.3万53.2万股+1.1万股+2.11%加仓
LRI Investments, LLC
0.97%0.97%#62$1,357.6万51.9万股$1,093.5万46.2万股+5.7万股+12.24%加仓
Core Wealth Management, Inc.
3.71%3.52%#13$1,320.0万50.5万股$1,147.9万48.5万股+1.9万股+3.96%加仓
JACKSON THORNTON WEALTH MANAGEMENT, LLC
1.04%1.02%#61$1,313.5万50.2万股$1,134.5万45.6万股+4.6万股+10.16%加仓
Pathstone控股Pathstone Holdings, LLC
0.04%0.05%#183$1,230.6万47.0万股$1,205.8万51.0万股-3.9万股-7.74%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.1%0.11%#142$1,229.2万47.0万股$1,056.8万44.7万股+2.3万股+5.15%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.1%0.1%#146$1,181.3万45.2万股$1,014.1万42.9万股+2.3万股+5.31%加仓
Onyx Financial Advisors, LLC
4.16%4.06%#9$1,155.7万44.2万股$977.3万41.3万股+2.9万股+6.90%加仓
PINNEY & SCOFIELD, INC.
5.62%5.5%#6$1,149.9万44.0万股$1,020.1万43.1万股+8,258股+1.91%加仓
Aspen Wealth Management LLC
1.95%1.84%#34$1,147.0万43.8万股$921.5万39.0万股+4.9万股+12.52%加仓
SATOVSKY ASSET MANAGEMENT LLC
1.82%1.79%#36$1,138.7万43.5万股$1,012.3万42.8万股+7,243股+1.69%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#243$1,100.9万42.1万股$1,083.9万45.8万股-3.8万股-8.18%减仓
Timonier Family Office, LTD.
3.06%#20$1,083.7万41.4万股$00股+41.4万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#248$1,078.6万41.2万股$903.8万38.2万股+3.0万股+7.90%加仓
Betterment智能投顾Betterment LLC
0.02%0.02%#201$1,060.2万40.5万股$902.7万38.2万股+2.4万股+6.18%加仓
论坛金融管理Forum Financial Management, LP
0.13%0.13%#128$1,035.6万39.6万股$948.6万40.1万股-5,222股-1.30%减仓
Apella资本Apella Capital, LLC
0.15%0.15%#123$1,029.0万38.6万股$1,001.3万38.8万股-2,139股-0.55%减仓
Crestmont Private Wealth LLC
2.87%2.53%#21$1,022.4万39.1万股$802.1万33.9万股+5.2万股+15.23%加仓
Pillar Financial Advisors, LLC
4.96%4.88%#7$947.4万36.2万股$835.0万35.3万股+9,083股+2.57%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.06%0.01%#165$869.5万33.2万股$175.7万7.4万股+25.8万股+347.47%加仓
Straight Path Wealth Management
2.02%2.03%#33$862.8万33.0万股$761.8万32.2万股+7,735股+2.40%加仓
D.E.肖D. E. Shaw & Co., Inc.
<0.01%<0.01%#232$847.1万32.4万股$41.4万1.7万股+30.6万股+1,751.45%加仓
Financial Harvest, LLC
3.47%4.1%#16$838.2万32.0万股$695.9万29.4万股+2.6万股+8.89%加仓
Atria投资Atria Investments, Inc
0.08%#153$832.2万31.8万股$00股+31.8万股新买入
Dynamic Advisor Solutions LLC
0.23%0.23%#107$806.6万30.8万股$744.0万31.5万股-6,250股-1.99%减仓
CURIO WEALTH, LLC
2.44%2.3%#23$785.5万30.0万股$673.5万28.5万股+1.5万股+5.43%加仓
AWM CAPITAL, LLC
0.61%0.57%#74$762.4万29.1万股$627.3万26.5万股+2.6万股+9.89%加仓
Vannoy Advisory Group, Inc.
4.18%4.23%#8$739.3万28.3万股$667.7万28.2万股+269股+0.10%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.03%#187$678.2万25.9万股$353.2万14.9万股+11.0万股+73.62%加仓
Beaird Harris Wealth Management, LLC
0.42%0.67%#85$675.9万25.8万股$987.4万41.8万股-15.9万股-38.11%减仓
Pinnacle Financial Group, LLC / IL
1.64%1.67%#38$674.0万25.8万股$610.3万25.8万股-414股-0.16%减仓
Private Advisor集团Private Advisor Group, LLC
0.03%0.03%#190$670.0万25.6万股$694.9万29.4万股-3.8万股-12.84%减仓

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