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 TRUSTDFGP
持有机构数
184
机构合计市值 (Q2 2026)
$22.96亿
机构合计股数 (Q2 2026)
4,215.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+534.8万股
143 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-43.2万股
38 · 12 清仓 · ≈
⚖️ 净额
+491.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$22.96亿
持有机构数
184
新买入
23
加仓
120
减仓
26
清仓
12
持股不变
15
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
4.76%5%#19$3.71亿680.8万股$3.53亿654.0万股+26.7万股+4.09%加仓
MASECO LLP
6.29%6.52%#14$2.24亿410.8万股$2.08亿385.1万股+25.7万股+6.68%加仓
Symmetry Partners, LLC
6.94%7.84%#11$1.36亿250.0万股$1.37亿254.2万股-4.2万股-1.65%减仓
von Borstel & Associates, Inc.
18.05%18.85%#1$8,804.4万161.7万股$8,238.6万152.6万股+9.1万股+5.94%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.3%0.34%#72$6,373.4万117.0万股$6,394.9万118.4万股-1.4万股-1.20%减仓
WPWealth LLP
8.7%9.8%#9$5,863.1万107.7万股$6,413.6万118.8万股-11.1万股-9.37%减仓
Ruedi Wealth Management, Inc.
13.46%13.81%#3$5,736.2万105.3万股$5,361.4万99.3万股+6.0万股+6.07%加仓
CURIO WEALTH, LLC
15.73%15.46%#2$5,068.2万93.1万股$4,524.4万83.8万股+9.3万股+11.05%加仓
Integrity Advisory Solutions, LLC
5.14%5.57%#18$4,993.9万91.7万股$4,214.3万78.1万股+13.6万股+17.48%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.44%0.51%#62$4,670.0万85.8万股$4,629.7万85.8万股00.00%持仓不变
PENOBSCOT WEALTH MANAGEMENT
12.26%14.43%#5$4,584.4万84.2万股$4,884.1万90.5万股-6.3万股-6.95%减仓
Beaird Harris Wealth Management, LLC
2.54%2.32%#31$4,048.5万74.3万股$3,415.9万63.3万股+11.1万股+17.50%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#140$3,881.0万71.3万股$3,699.1万68.5万股+2.7万股+4.01%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#157$3,859.5万70.9万股$3,319.1万61.5万股+9.4万股+15.28%加仓
TCI Wealth Advisors, Inc.
1.62%1.76%#39$3,732.9万68.5万股$3,319.0万61.5万股+7.1万股+11.50%加仓
INTEGRITY ALLIANCE, LLC.
1.11%1.26%#44$3,536.6万64.9万股$3,323.3万61.6万股+3.4万股+5.50%加仓
AE财富管理AE Wealth Management LLC
0.16%0.17%#85$3,326.4万61.1万股$3,150.7万58.4万股+2.7万股+4.67%加仓
Allworth金融Allworth Financial LP
0.14%0.1%#92$3,252.9万59.7万股$2,350.9万43.5万股+16.2万股+37.18%加仓
MilWealth Group LLC
6.46%6.58%#13$3,030.9万55.7万股$2,766.2万51.2万股+4.4万股+8.62%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.15%0.12%#89$3,018.3万55.4万股$1,553.2万28.8万股+26.7万股+92.65%加仓
Wealth Advisors Northwest LLC
10%7.49%#8$2,932.3万53.8万股$1,784.9万33.1万股+20.8万股+62.87%加仓
Straight Path Wealth Management
6.59%7.05%#12$2,817.8万51.7万股$2,639.6万48.9万股+2.9万股+5.83%加仓
DiNuzzo Private Wealth, Inc.
2.71%2.68%#28$2,737.5万50.3万股$2,485.2万46.0万股+4.2万股+9.20%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%#134$2,635.0万48.3万股$00股+48.3万股新买入
RFG顾问RFG Advisory, LLC
0.39%0.43%#65$2,514.6万46.2万股$2,367.4万43.8万股+2.3万股+5.30%加仓
United Wealth Management, LLC
5.5%5.69%#17$2,442.8万44.9万股$2,289.5万42.4万股+2.4万股+5.77%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#117$2,377.0万43.6万股$2,144.5万39.7万股+3.9万股+9.88%加仓
Quantum Financial Advisors, LLC
1.86%1.96%#37$2,136.2万39.2万股$1,751.2万32.4万股+6.8万股+20.93%加仓
STOLZ & ASSOCIATES, PS
12.94%10.59%#4$2,073.7万38.1万股$1,517.5万27.9万股+10.2万股+36.57%加仓
Midwest Heritage Bank, FSB
5.56%5.99%#16$1,962.7万36.0万股$1,868.0万34.6万股+1.4万股+4.16%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.13%0.12%#94$1,755.7万32.2万股$1,610.7万29.8万股+2.4万股+8.06%加仓
VESTIA PERSONAL WEALTH ADVISORS
5.75%2.56%#15$1,725.5万32.0万股$544.4万11.3万股+20.6万股+181.69%加仓
Outbound Financial Inc
10.85%#6$1,675.4万30.8万股$00股+30.8万股新买入
TruNorth Capital Management, LLC
2.61%2.86%#29$1,623.8万29.8万股$1,493.3万27.7万股+2.2万股+7.80%加仓
Savant资本Savant Capital, LLC
0.05%0.06%#110$1,553.9万28.5万股$1,175.9万21.8万股+6.8万股+31.01%加仓
Gradient Capital Advisors, LLC
2.96%3.04%#26$1,278.9万23.5万股$1,171.6万21.7万股+1.8万股+8.22%加仓
Wheels Up Wealth, Inc.
10.55%10.87%#7$1,244.2万22.8万股$1,156.6万21.4万股+1.4万股+6.65%加仓
Meredith Wealth Planning
2.94%2.89%#27$1,243.8万22.8万股$1,068.2万19.8万股+3.1万股+15.43%加仓
Geo 财富管理GeoWealth Management, LLC
0.37%0.4%#67$1,163.6万21.4万股$1,116.6万20.7万股+6,843股+3.31%加仓
Dynamic Advisor Solutions LLC
0.3%0.34%#70$1,073.5万19.7万股$1,077.4万20.0万股-2,429股-1.22%减仓
GRAND WEALTH MANAGEMENT, LLC
4.47%4.6%#21$1,072.4万19.7万股$976.4万18.1万股+1.6万股+8.88%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.17%#82$1,050.4万19.3万股$00股+19.3万股新买入
Archford Capital Strategies, LLC
1.06%1.14%#45$1,043.4万19.2万股$995.5万18.4万股+7,194股+3.90%加仓
Modera财富管理Modera Wealth Management, LLC
0.11%0.12%#97$1,015.7万18.6万股$1,015.9万18.8万股-1,678股-0.89%减仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#160$1,006.4万18.5万股$997.7万18.5万股00.00%持仓不变
Fort Vancouver Investment Management, LLC
4.67%4.62%#20$1,000.2万18.4万股$909.4万16.8万股+1.5万股+9.04%加仓
Signature Resources Capital Management, LLC
3.75%4.03%#24$951.5万17.5万股$849.8万15.7万股+1.7万股+11.00%加仓
FIDUCIARY FINANCIAL ADVISORS
0.96%5.41%#49$942.6万17.3万股$606.6万11.2万股+6.1万股+54.08%加仓
Betterment智能投顾Betterment LLC
0.02%0.02%#123$927.6万17.0万股$843.4万15.6万股+1.4万股+9.03%加仓
Apella资本Apella Capital, LLC
0.13%0.02%#95$910.0万16.8万股$136.4万2.5万股+14.3万股+573.33%加仓

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