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 TRUSTDFSI
持有机构数
236
机构合计市值 (Q2 2026)
$7.73亿
机构合计股数 (Q2 2026)
1,713.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+172.3万股
154 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-68.4万股
71 · 12 清仓 · ≈
⚖️ 净额
+103.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.73亿
持有机构数
236
新买入
22
加仓
132
减仓
59
清仓
12
持股不变
23
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
0.06%0.06%#134$5,495.3万121.8万股$5,079.9万116.5万股+5.4万股+4.60%加仓
MASECO LLP
1.28%1.31%#19$4,570.5万101.2万股$4,175.3万98.8万股+2.5万股+2.48%加仓
AWM CAPITAL, LLC
3.59%3.57%#6$4,489.0万99.5万股$3,948.3万93.1万股+6.4万股+6.89%加仓
Pathstone控股Pathstone Holdings, LLC
0.13%0.13%#97$4,441.9万98.5万股$3,370.8万79.5万股+19.0万股+23.89%加仓
Quantum Financial Advisors, LLC
3.26%4%#8$3,748.3万83.1万股$3,563.3万84.0万股-9,313股-1.11%减仓
Francis Financial, Inc.
5.67%5.97%#4$3,460.6万76.7万股$3,218.6万75.9万股+8,206股+1.08%加仓
Abacus Wealth Partners, LLC
2.87%2.27%#10$2,729.5万60.5万股$2,485.1万58.6万股+1.9万股+3.27%加仓
Five Oceans Advisors
6.18%6.2%#3$1,923.9万42.7万股$1,712.8万40.4万股+2.3万股+5.60%加仓
EP财富顾问EP Wealth Advisors, LLC
0.07%0.09%#122$1,922.3万42.6万股$1,764.6万41.6万股+1.0万股+2.42%加仓
Citrine Capital LLC
6.57%7.17%#1$1,774.6万39.3万股$1,653.5万39.0万股+3,500股+0.90%加仓
Retirement Solution LLC
3.08%3.51%#9$1,576.1万34.9万股$1,484.1万35.0万股-566股-0.16%减仓
Savant资本Savant Capital, LLC
0.04%0.06%#145$1,395.6万30.9万股$1,148.2万27.1万股+3.8万股+14.19%加仓
Apella资本Apella Capital, LLC
0.2%0.2%#76$1,384.8万30.4万股$1,334.2万29.0万股+1.4万股+4.77%加仓
论坛金融管理Forum Financial Management, LP
0.16%0.16%#86$1,214.1万26.9万股$1,118.4万26.4万股+5,419股+2.05%加仓
Elser Financial Planning, Inc
0.47%0.48%#40$1,081.3万24.0万股$990.0万23.3万股+6,601股+2.83%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#209$1,030.3万22.8万股$248.6万5.9万股+17.0万股+289.64%加仓
Balanced Rock Investment Advisors LLC
6.21%6.36%#2$995.0万22.1万股$906.0万21.4万股+6,939股+3.25%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.05%0.02%#136$986.6万21.9万股$247.6万5.8万股+16.0万股+274.67%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#179$974.1万21.6万股$775.4万18.3万股+3.3万股+18.10%加仓
HILL ISLAND FINANCIAL LLC
1.96%1.99%#14$916.9万20.3万股$820.9万19.4万股+9,705股+5.01%加仓
Allodium Investment Consultants, LLC
3.87%3.94%#5$910.8万20.2万股$822.7万19.4万股+7,912股+4.08%加仓
Planning Center, Inc.
0.79%0.78%#27$835.2万18.5万股$770.8万18.2万股+3,388股+1.86%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.07%0.06%#124$833.8万18.5万股$578.1万13.6万股+4.9万股+35.60%加仓
New Capital Management LP
1.85%1.88%#16$811.7万18.0万股$763.8万18.0万股-159股-0.09%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#181$711.4万15.7万股$650.7万15.2万股+4,671股+3.08%加仓
纯粹金融顾问Pure Financial Advisors, LLC
0.09%0.1%#110$699.4万15.5万股$660.0万15.6万股-576股-0.37%减仓
Wealth Architects, LLC
0.55%0.57%#36$691.2万15.3万股$644.3万15.2万股+1,316股+0.87%加仓
RAM Investment Partners, LLC
1.02%0.93%#24$638.9万14.2万股$530.5万12.5万股+1.7万股+13.23%加仓
QUARRY HILL ADVISORS, LLC
2.27%2.28%#11$590.2万13.1万股$553.3万12.0万股+1.1万股+8.85%加仓
Greenspring Advisors, LLC
0.31%0.55%#51$553.4万12.3万股$903.0万21.3万股-9.0万股-42.38%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.03%0.03%#163$552.8万12.3万股$558.8万13.2万股-9,201股-6.98%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.05%0.05%#141$543.7万12.1万股$473.6万11.2万股+8,842股+7.92%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%0.01%#196$531.5万11.8万股$422.6万12.7万股-9,183股-7.23%减仓
Perigon财富管理Perigon Wealth Management, LLC
0.08%0.08%#118$503.2万11.2万股$472.4万11.1万股+151股+0.14%加仓
Triune Financial Partners, LLC
1.05%1.11%#23$501.4万11.1万股$467.6万11.0万股+888股+0.81%加仓
Betterment智能投顾Betterment LLC
0.01%0.01%#188$498.2万11.0万股$487.0万11.5万股-4,396股-3.83%减仓
TCI Wealth Advisors, Inc.
0.22%0.24%#70$497.7万11.0万股$458.6万10.8万股+2,190股+2.02%加仓
Laurel Wealth Planning LLC
2.15%2.12%#12$486.9万10.8万股$402.4万9.5万股+1.3万股+13.77%加仓
布朗顾问BROWN ADVISORY INC
0.01%0.01%#191$469.5万10.4万股$414.7万9.8万股+6,310股+6.45%加仓
Donalies Financial Planning, LLC
3.34%3.69%#7$453.8万10.1万股$432.4万10.2万股-1,372股-1.35%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#215$446.5万9.9万股$441.8万10.4万股-5,191股-4.98%减仓
Angeles Investment Advisors, LLC
0.27%0.31%#58$441.9万9.8万股$466.4万11.0万股-1.2万股-10.93%减仓
布莱顿·琼斯BRIGHTON JONES LLC
0.08%#114$441.0万9.8万股$00股+9.8万股新买入
Garde Capital, Inc.
0.19%0.24%#78$424.4万9.4万股$395.4万9.3万股+859股+0.92%加仓
Aspen Capital Management, LLC
0.92%0.96%#25$417.5万9.3万股$388.3万9.2万股+973股+1.06%加仓
Equita Financial Network, Inc.
1.11%0.88%#22$398.2万8.8万股$279.1万6.6万股+2.2万股+34.14%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#223$389.0万8.6万股$1,167.2万27.5万股-18.9万股-68.67%减仓
RW Investment Management LLC
0.34%0.35%#50$387.7万8.6万股$360.6万8.5万股+936股+1.10%加仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#195$379.8万8.4万股$184.4万4.3万股+4.1万股+93.61%加仓
Simplicity Wealth,LLC
0.13%0.18%#101$373.1万8.3万股$322.5万7.6万股+6,681股+8.78%加仓

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