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 TRUSTDFSU
持有机构数
277
机构合计市值 (Q2 2026)
$16.98亿
机构合计股数 (Q2 2026)
3,640.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+290.5万股
162 · 36 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-76.4万股
89 · 14 清仓 · ≈
⚖️ 净额
+214.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$16.98亿
持有机构数
277
新买入
36
加仓
126
减仓
75
清仓
14
持股不变
40
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
Retirement Solution LLC
49.95%53.13%#1$2.55亿547.8万股$2.25亿546.6万股+1.2万股+0.22%加仓
AWM CAPITAL, LLC
13.11%12.2%#3$1.64亿351.2万股$1.35亿328.1万股+23.1万股+7.04%加仓
Quantum Financial Advisors, LLC
9.65%11.07%#4$1.11亿238.0万股$9,868.0万240.2万股-2.2万股-0.92%减仓
Focus Partners财富Focus Partners Wealth
0.1%0.09%#154$1.01亿216.1万股$8,156.0万193.3万股+22.8万股+11.80%加仓
MASECO LLP
2.71%2.61%#16$9,649.5万206.9万股$8,325.2万202.4万股+4.4万股+2.19%加仓
Citrine Capital LLC
27.08%24.57%#2$7,316.7万156.9万股$5,666.9万137.9万股+19.0万股+13.77%加仓
Pathstone控股Pathstone Holdings, LLC
0.2%0.2%#108$7,032.1万150.8万股$5,063.4万123.2万股+27.6万股+22.38%加仓
Abacus Wealth Partners, LLC
6.37%4.81%#6$6,063.3万130.1万股$5,266.6万128.2万股+1.9万股+1.49%加仓
EP财富顾问EP Wealth Advisors, LLC
0.13%0.14%#140$3,426.5万73.5万股$2,893.2万70.4万股+3.1万股+4.37%加仓
Savant资本Savant Capital, LLC
0.08%0.09%#170$2,562.4万54.9万股$1,878.3万45.7万股+9.2万股+20.12%加仓
Five Oceans Advisors
7.34%6.95%#5$2,284.1万49.0万股$1,920.3万46.7万股+2.3万股+4.82%加仓
论坛金融管理Forum Financial Management, LP
0.28%0.26%#81$2,198.1万47.1万股$1,847.3万45.0万股+2.2万股+4.85%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.03%0.02%#208$2,034.8万43.6万股$1,574.5万38.3万股+5.3万股+13.88%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.04%#200$1,971.6万41.6万股$1,780.0万43.0万股-1.4万股-3.32%减仓
纯粹金融顾问Pure Financial Advisors, LLC
0.25%0.24%#92$1,956.9万42.0万股$1,681.5万40.9万股+1.0万股+2.55%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.16%0.17%#127$1,941.2万41.6万股$1,662.8万40.5万股+1.2万股+2.87%加仓
Apella资本Apella Capital, LLC
0.27%0.26%#85$1,926.2万40.9万股$1,776.6万39.5万股+1.4万股+3.51%加仓
Gibson Capital, LLC
2.87%2.87%#13$1,752.2万37.6万股$1,544.0万37.6万股00.00%持仓不变
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.07%0.07%#172$1,593.6万34.2万股$1,384.9万33.7万股+4,713股+1.40%加仓
Simplicity Wealth,LLC
0.5%0.69%#59$1,490.8万32.0万股$1,221.2万29.7万股+2.3万股+7.57%加仓
Triune Financial Partners, LLC
2.74%2.75%#15$1,314.0万28.2万股$1,157.6万28.2万股+81股+0.03%加仓
TCI Wealth Advisors, Inc.
0.55%0.59%#55$1,282.7万27.5万股$1,113.5万27.1万股+4,099股+1.51%加仓
Wealth Architects, LLC
0.99%0.98%#34$1,248.2万26.8万股$1,097.5万26.7万股+593股+0.22%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.11%0.09%#153$1,246.1万26.7万股$940.6万22.9万股+3.8万股+16.74%加仓
QUARRY HILL ADVISORS, LLC
4.61%4.51%#9$1,200.9万25.8万股$1,095.9万24.4万股+1.4万股+5.57%加仓
New Capital Management LP
2.63%2.51%#17$1,156.0万24.8万股$1,016.9万24.7万股+422股+0.17%加仓
Betterment智能投顾Betterment LLC
0.02%0.02%#215$1,147.7万24.6万股$1,075.4万26.2万股-1.6万股-5.96%减仓
Elser Financial Planning, Inc
0.49%0.45%#63$1,132.6万24.3万股$927.9万22.6万股+1.7万股+7.46%加仓
布莱顿·琼斯BRIGHTON JONES LLC
0.2%#110$1,088.1万23.3万股$00股+23.3万股新买入
NWAM LLC
0.49%0.49%#62$983.6万21.1万股$860.2万20.9万股+1,590股+0.76%加仓
Corient私人财富Corient Private Wealth LLC
0.01%0.01%#238$965.1万20.7万股$729.5万21.4万股-6,799股-3.18%减仓
SJS Investment Consulting Inc.
0.99%1.06%#33$908.2万19.5万股$864.3万21.0万股-1.6万股-7.40%减仓
Momentous Wealth Management, Inc.
4.64%4.56%#8$906.1万19.4万股$797.4万19.4万股+256股+0.13%加仓
Planning Center, Inc.
0.82%0.77%#41$870.9万18.7万股$759.1万18.5万股+2,019股+1.09%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#249$862.9万18.5万股$689.2万16.8万股+1.7万股+10.33%加仓
Cardinal Point Capital Management ULC
0.48%0.46%#65$851.3万18.3万股$751.2万18.3万股-250股-0.14%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.04%0.01%#191$811.3万17.4万股$72.5万1.8万股+15.6万股+886.52%加仓
Equita Financial Network, Inc.
2.07%1.54%#23$744.5万16.0万股$489.4万11.9万股+4.1万股+34.06%加仓
组成财富Composition Wealth, LLC
0.09%0.07%#162$741.2万15.9万股$544.6万13.3万股+2.6万股+19.92%加仓
Clarity Wealth Development LLC
4.04%#11$728.4万15.6万股$00股+15.6万股新买入
红杉金融顾问Sequoia Financial Advisors, LLC
0.03%0.03%#197$700.4万15.0万股$622.1万15.1万股-1,199股-0.79%减仓
ELEVATION WEALTH PARTNERS, LLC
2%2.12%#24$668.9万14.3万股$592.2万14.4万股-677股-0.47%减仓
Allodium Investment Consultants, LLC
2.82%2.87%#14$664.7万14.3万股$599.7万14.6万股-3,384股-2.32%减仓
RAM Investment Partners, LLC
1.02%0.93%#32$636.9万13.7万股$528.5万12.9万股+7,981股+6.21%加仓
Donalies Financial Planning, LLC
4.57%4.73%#10$620.0万13.3万股$555.2万13.5万股-2,152股-1.59%减仓
Vise科技Vise Technologies, Inc.
0.07%0.05%#176$611.1万13.1万股$245.8万5.7万股+7.4万股+131.59%加仓
Root Financial 合伙人Root Financial Partners, LLC
0.23%0.22%#95$604.8万13.0万股$468.9万11.4万股+1.6万股+13.66%加仓
布朗顾问BROWN ADVISORY INC
0.01%0.01%#231$601.8万12.9万股$501.8万12.2万股+6,929股+5.67%加仓
Wealth Management Strategies, Inc.
2.26%2.31%#22$578.3万12.4万股$510.1万12.4万股-121股-0.10%减仓
Foster Group, Inc.
0.14%0.14%#137$539.2万11.6万股$484.2万11.8万股-2,214股-1.88%减仓

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