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 TRUSTDFGR
持有机构数
339
机构合计市值 (Q2 2026)
$30.71亿
机构合计股数 (Q2 2026)
1.06亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+944.8万股
238 · 38 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-372.0万股
87 · 15 清仓 · ≈
⚖️ 净额
+572.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$30.71亿
持有机构数
339
新买入
38
加仓
200
减仓
72
清仓
15
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
论坛金融管理Forum Financial Management, LP
6.7%6.59%#5$5.21亿1,800.0万股$4.66亿1,752.2万股+47.8万股+2.73%加仓
Savant资本Savant Capital, LLC
1.31%1.64%#67$4.45亿1,534.8万股$3.39亿1,274.9万股+259.9万股+20.39%加仓
JMG Financial Group, Ltd.
4.7%4.68%#9$1.94亿671.0万股$1.69亿634.4万股+36.6万股+5.77%加仓
Focus Partners财富Focus Partners Wealth
0.12%0.12%#179$1.15亿395.9万股$1.08亿407.5万股-11.6万股-2.85%减仓
布莱顿·琼斯BRIGHTON JONES LLC
1.63%3.13%#53$8,779.1万303.0万股$7,437.7万279.8万股+23.2万股+8.30%加仓
TCI Wealth Advisors, Inc.
3.52%3.93%#19$8,128.4万280.6万股$7,401.7万278.5万股+2.1万股+0.76%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.44%0.58%#114$8,045.1万277.7万股$7,323.5万275.5万股+2.2万股+0.79%加仓
LifeGuide Financial Advisors, LLC
21.4%21.33%#1$7,514.4万259.4万股$6,670.6万251.0万股+8.4万股+3.36%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.53%0.47%#103$6,281.4万216.8万股$4,702.4万177.7万股+39.1万股+22.01%加仓
DiNuzzo Private Wealth, Inc.
5.28%5.27%#7$5,342.2万184.4万股$4,889.4万184.0万股+4,529股+0.25%加仓
MASECO LLP
1.31%1.3%#65$4,662.9万160.9万股$4,133.0万155.6万股+5.3万股+3.42%加仓
LPL金融LPL Financial LLC
0.01%0.01%#255$3,766.0万130.0万股$3,238.5万121.8万股+8.2万股+6.70%加仓
Rather & Kittrell, Inc.
4.83%4.55%#8$3,457.5万119.3万股$2,950.1万111.0万股+8.4万股+7.53%加仓
Rockwood Wealth Management, LLC
2.11%1.91%#36$3,337.8万115.2万股$2,675.3万100.7万股+14.6万股+14.47%加仓
Summit Financial Strategies, Inc.
2.27%2.22%#33$3,235.1万111.7万股$2,823.1万106.2万股+5.5万股+5.14%加仓
Creative Capital Management Investments LLC
7%6.85%#4$3,034.8万104.8万股$2,388.5万89.9万股+14.9万股+16.57%加仓
Financial Plan, Inc.
2.77%2.64%#27$2,915.0万100.6万股$2,465.4万92.8万股+7.9万股+8.48%加仓
Great Waters Wealth Management
2.55%2.5%#29$2,757.2万95.2万股$2,361.3万88.8万股+6.3万股+7.13%加仓
WPWealth LLP
3.99%3.91%#15$2,688.1万92.8万股$2,560.4万96.3万股-3.5万股-3.67%减仓
Guardian Wealth Management, LLC
7.41%7.3%#3$2,643.6万91.3万股$2,406.3万90.5万股+7,196股+0.79%加仓
Wescott Financial Advisory Group, LLC
2.02%2.12%#39$2,604.1万89.9万股$2,413.9万90.8万股-9,270股-1.02%减仓
Verisail Partners, LLC
9.35%9.3%#2$2,521.6万87.0万股$2,292.0万86.2万股+8,099股+0.94%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.2%0.21%#150$2,395.8万82.7万股$2,180.0万82.0万股+6,855股+0.84%加仓
Index Fund Advisors, Inc.
0.94%1.05%#85$2,373.6万81.9万股$2,343.5万88.2万股-6.2万股-7.07%减仓
RS CRUM INC.
3.66%3.42%#17$1,953.5万67.4万股$1,768.4万66.5万股+8,988股+1.35%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.09%0.11%#190$1,927.3万66.5万股$2,163.5万81.4万股-14.9万股-18.27%减仓
Wealth Management Nebraska
1.71%1.67%#48$1,911.7万66.0万股$1,649.3万62.1万股+3.9万股+6.34%加仓
Quantum Financial Advisors, LLC
1.65%1.93%#51$1,894.1万65.4万股$1,717.1万64.6万股+7,800股+1.21%加仓
Integris Wealth Management, LLC
3.78%3.73%#16$1,873.6万64.7万股$1,622.1万61.0万股+3.6万股+5.98%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#273$1,828.8万63.1万股$894.9万33.7万股+29.5万股+87.49%加仓
Private Wealth Management Group, LLC
4.16%4.24%#13$1,792.2万61.9万股$1,616.5万60.8万股+1.0万股+1.72%加仓
Level Financial Advisors
4%3.95%#14$1,790.7万61.8万股$1,547.7万58.2万股+3.6万股+6.15%加仓
Evanson Financial, LLC
0.82%#89$1,663.9万57.4万股$00股+57.4万股新买入
Aspen Capital Management, LLC
3.54%3.6%#18$1,604.8万55.4万股$1,453.0万54.7万股+7,303股+1.34%加仓
Planning Center, Inc.
1.51%1.47%#59$1,599.1万55.2万股$1,454.2万54.7万股+4,883股+0.89%加仓
AWM CAPITAL, LLC
1.21%0.8%#71$1,506.0万52.0万股$885.2万33.3万股+18.7万股+56.09%加仓
Syverson Strege & Co
3.02%3.04%#26$1,385.7万47.8万股$1,265.4万47.6万股+2,236股+0.47%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.18%0.18%#154$1,362.9万47.0万股$1,155.8万43.5万股+3.6万股+8.19%加仓
Geometric Wealth Advisors
1.46%1.48%#62$1,349.0万46.6万股$1,182.1万44.5万股+2.1万股+4.71%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.01%#228$1,332.5万45.6万股$636.2万23.6万股+22.0万股+93.46%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#235$1,324.3万45.7万股$1,167.0万43.9万股+1.8万股+4.12%加仓
McLean Asset Management Corp
1.7%1.24%#49$1,283.1万43.1万股$710.6万26.7万股+16.3万股+61.05%加仓
Allworth金融Allworth Financial LP
0.05%0.04%#204$1,241.2万42.8万股$900.4万33.9万股+9.0万股+26.48%加仓
FLOW TRADERS U.S. LLC
0.48%#107$1,176.1万40.6万股$00股+40.6万股新买入
American Investment Services, Inc.
2.37%2.13%#31$1,119.9万38.7万股$953.2万35.9万股+2.8万股+7.79%加仓
SJS Investment Consulting Inc.
1.19%1.07%#72$1,097.3万37.9万股$875.9万33.0万股+4.9万股+14.94%加仓
Sprinkle Financial Consultants LLC
4.3%4.6%#11$1,096.6万37.9万股$997.7万37.5万股+3,181股+0.85%加仓
XY Planning Network, Inc.
1.36%1.48%#63$1,084.4万37.4万股$925.7万34.6万股+2.8万股+8.12%加仓
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
5.46%5.48%#6$1,072.2万37.0万股$956.0万36.0万股+1.0万股+2.90%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.1%0.12%#186$1,062.8万36.7万股$1,094.0万41.2万股-4.5万股-10.87%减仓

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