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 TRUSTDEHP
持有机构数
140
机构合计市值 (Q2 2026)
$3.09亿
机构合计股数 (Q2 2026)
725.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+74.1万股
80 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-45.2万股
51 · 4 清仓 · ≈
⚖️ 净额
+28.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.09亿
持有机构数
140
新买入
22
加仓
58
减仓
47
清仓
4
持股不变
13
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
Unison Advisors LLC
2.72%2.33%#2$3,903.0万91.3万股$3,065.6万90.7万股+5,320股+0.59%加仓
Three Arch Wealth Management LLC
4.04%3.6%#1$2,631.8万61.5万股$2,000.4万59.2万股+2.3万股+3.94%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.07%0.06%#60$1,461.3万34.2万股$1,212.1万35.9万股-1.7万股-4.76%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.1%0.09%#55$1,018.0万23.8万股$804.8万23.8万股-154股-0.06%减仓
von Borstel & Associates, Inc.
1.96%1.89%#4$955.0万22.3万股$825.2万24.4万股-2.1万股-8.58%减仓
DiNuzzo Private Wealth, Inc.
0.83%0.78%#16$837.4万19.6万股$721.1万21.3万股-1.8万股-8.24%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#105$781.4万18.3万股$566.1万16.8万股+1.5万股+9.04%加仓
United Wealth Management, LLC
1.62%1.44%#8$720.2万16.8万股$579.4万17.1万股-3,096股-1.81%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.05%0.04%#62$660.1万15.4万股$459.1万13.5万股+2.0万股+14.52%加仓
Integrity Advisory Solutions, LLC
0.64%0.64%#18$626.4万14.6万股$486.8万14.4万股+2,392股+1.66%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.02%#68$620.5万14.5万股$309.6万9.2万股+5.3万股+58.34%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#119$602.4万14.1万股$182.0万5.4万股+8.7万股+161.43%加仓
MarinerMariner, LLC
0.01%<0.01%#97$570.6万13.3万股$109.1万3.2万股+10.1万股+313.11%加仓
Quadcap Wealth Management, LLC
0.55%0.51%#20$565.6万13.2万股$449.6万13.3万股-793股-0.60%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.11%0.12%#51$558.1万14.0万股$528.5万13.7万股+2,640股+1.92%加仓
INTEGRITY ALLIANCE, LLC.
0.14%0.14%#49$449.3万10.5万股$373.6万11.1万股-5,528股-5.00%减仓
Meredith Wealth Planning
1.05%0.96%#13$446.2万10.4万股$355.1万10.5万股-765股-0.73%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#100$437.2万10.2万股$361.5万10.7万股-4,760股-4.45%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#101$426.2万10.0万股$194.6万5.8万股+4.2万股+73.01%加仓
PARK AVENUE SECURITIES LLC
0.03%0.03%#72$411.2万9.6万股$357.0万10.6万股-9,500股-8.99%减仓
Wealth Advisors Northwest LLC
1.39%1.28%#9$408.4万9.5万股$304.1万9.0万股+5,489股+6.10%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#84$401.2万9.4万股$306.5万9.1万股+3,081股+3.40%加仓
Foundry Financial LLC
1.31%1.2%#10$387.8万9.1万股$283.4万8.4万股+6,805股+8.11%加仓
Merit金融集团Merit Financial Group, LLC
0.02%0.02%#74$384.0万9.0万股$254.8万7.5万股+1.4万股+19.05%加仓
FISCHER INVESTMENT STRATEGIES, LLC
1.81%1.97%#6$379.5万8.9万股$338.4万10.0万股-1.1万股-11.42%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#126$372.7万8.7万股$305.8万9.0万股-3,367股-3.72%减仓
Capstone Wealth Management, Inc.
2.47%2.27%#3$329.7万7.9万股$267.6万7.9万股+288股+0.37%加仓
Mills Wealth Advisors LLC
1.04%0.96%#14$329.5万7.7万股$273.9万8.1万股-4,009股-4.95%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.03%0.02%#70$320.1万7.5万股$216.8万6.4万股+1.1万股+16.64%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.02%0.01%#79$314.3万7.3万股$248.7万7.4万股-111股-0.15%减仓
Savant资本Savant Capital, LLC
0.01%0.01%#89$311.8万7.3万股$124.4万3.7万股+3.6万股+98.01%加仓
TABLEAUX LLC
1.24%1.01%#11$295.5万6.9万股$208.5万6.2万股+7,399股+11.99%加仓
Evanson Financial, LLC
0.14%#47$293.1万6.9万股$00股+6.9万股新买入
Betterment智能投顾Betterment LLC
<0.01%<0.01%#102$268.8万6.3万股$203.4万6.0万股+2,659股+4.42%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#117$260.9万6.1万股$206.1万6.1万股-3股-0.00%减仓
Abel Hall, LLC
0.42%0.41%#26$241.3万5.6万股$193.5万5.7万股-848股-1.48%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#132$241.3万5.7万股$189.5万5.8万股-951股-1.63%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%#121$240.4万5.6万股$190.0万5.6万股00.00%持仓不变
Corus Family Wealth Advisors
1.64%1.43%#7$237.7万5.6万股$175.3万5.2万股+3,679股+7.09%加仓
SUMMIT WEALTH GROUP LLC / CO
0.19%0.19%#41$226.7万5.3万股$181.5万5.4万股-696股-1.30%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.01%0.01%#85$215.8万5.0万股$176.7万5.2万股-1,856股-3.55%减仓
CSP Financial Group, LLC
1.82%1.55%#5$214.0万5.0万股$151.1万4.5万股+5,305股+11.86%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%0.01%#80$203.2万4.8万股$163.7万4.8万股-943股-1.95%减仓
Applied Capital LLC
0.65%0.67%#17$202.4万4.7万股$179.4万5.3万股-5,759股-10.85%减仓
Tortoise Investment Management, LLC
0.14%0.13%#48$191.8万4.5万股$155.9万4.6万股-1,300股-2.82%减仓
HM·佩森公司HM PAYSON & CO
0.02%0.02%#73$184.6万4.3万股$145.8万4.3万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#99$177.6万4.2万股$138.1万4.1万股+673股+1.65%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#127$176.1万4.1万股$123.9万3.7万股+4,501股+12.27%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#131$168.6万3.9万股$169.0万5.0万股-1.1万股-21.16%减仓
RFG顾问RFG Advisory, LLC
0.03%0.03%#71$166.8万3.9万股$143.1万4.2万股-3,369股-7.95%减仓

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