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 TRUSTDGCB
持有机构数
136
机构合计市值 (Q2 2026)
$8.39亿
机构合计股数 (Q2 2026)
1,534.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+301.7万股
101 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-31.1万股
30 · 9 清仓 · ≈
⚖️ 净额
+270.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.39亿
持有机构数
136
新买入
23
加仓
78
减仓
21
清仓
9
持股不变
14
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
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.79%0.93%#24$8,425.9万154.1万股$8,343.4万154.1万股00.00%持仓不变
Integrity Advisory Solutions, LLC
7.55%8.39%#2$7,338.5万134.2万股$6,352.7万117.4万股+16.9万股+14.39%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#111$5,413.4万99.0万股$4,688.0万86.6万股+12.4万股+14.34%加仓
INTEGRITY ALLIANCE, LLC.
1.55%1.73%#19$4,951.2万90.6万股$4,562.0万84.3万股+6.3万股+7.47%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#98$4,482.0万82.0万股$3,555.8万65.7万股+16.3万股+24.81%加仓
Three Arch Wealth Management LLC
4.79%5.45%#9$3,124.4万57.1万股$3,029.2万56.0万股+1.2万股+2.13%加仓
Tencap Wealth Coaching, LLC
7.95%8.98%#1$2,507.2万45.8万股$2,386.3万44.0万股+1.8万股+4.04%加仓
Allworth金融Allworth Financial LP
0.09%0.06%#62$2,113.7万38.7万股$1,491.0万27.5万股+11.1万股+40.37%加仓
Wealth Advisors Northwest LLC
7.13%6.38%#3$2,090.0万38.2万股$1,520.6万28.1万股+10.1万股+36.10%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.16%0.16%#49$1,922.2万35.2万股$1,671.2万30.9万股+4.3万股+13.89%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.09%0.07%#64$1,795.2万32.8万股$915.5万16.9万股+15.9万股+94.18%加仓
DiNuzzo Private Wealth, Inc.
1.74%1.9%#17$1,762.8万32.2万股$1,761.6万32.5万股-2,977股-0.91%减仓
AA Financial Advisors, LLC
2.11%2.41%#15$1,755.7万32.1万股$1,712.5万31.6万股+4,802股+1.52%加仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#112$1,728.3万31.6万股$1,711.3万31.6万股00.00%持仓不变
DRAVO BAY LLC
5.86%5.88%#6$1,692.1万31.0万股$1,446.5万26.7万股+4.2万股+15.83%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#121$1,675.7万30.7万股$115.6万2.1万股+28.5万股+1,335.80%加仓
RFG顾问RFG Advisory, LLC
0.24%0.27%#39$1,560.5万28.5万股$1,472.4万27.2万股+1.3万股+4.94%加仓
Mattern Wealth Management LLC
2.47%2.81%#13$1,504.5万27.5万股$1,441.1万26.6万股+8,994股+3.38%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#91$1,272.3万23.3万股$1,202.9万22.2万股+1.1万股+4.73%加仓
IMA Advisory Services, Inc.
0.69%#25$1,103.7万20.2万股$00股+20.2万股新买入
NewEdge顾问NewEdge Advisors, LLC
0.03%0.04%#82$1,092.4万20.0万股$1,017.6万18.8万股+1.2万股+6.29%加仓
PARK AVENUE SECURITIES LLC
0.06%0.04%#68$1,037.7万19.0万股$538.8万10.0万股+9.0万股+90.71%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%#93$1,028.9万18.8万股$00股+18.8万股新买入
Betterment智能投顾Betterment LLC
0.02%0.02%#90$961.5万17.6万股$955.7万17.7万股-683股-0.39%减仓
Outbound Financial Inc
6.2%#5$956.6万17.5万股$00股+17.5万股新买入
E-Wealth Partners, LLC
6.9%6.9%#4$955.1万17.5万股$854.7万15.8万股+1.7万股+10.66%加仓
Apella资本Apella Capital, LLC
0.13%0.01%#52$891.9万16.4万股$53.9万9,819股+15.4万股+1,570.89%加仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.4%0.43%#29$810.9万14.8万股$763.4万14.1万股+7,300股+5.18%加仓
SageOak Financial, LLC
4.95%4.99%#8$760.6万13.9万股$710.6万13.1万股+7,855股+5.98%加仓
APS Management Group, Inc.
5.85%6.16%#7$760.5万13.9万股$719.2万13.3万股+6,256股+4.71%加仓
Dynamic Advisor Solutions LLC
0.21%0.24%#44$751.7万13.7万股$746.0万13.8万股-309股-0.22%减仓
BEACON HILL WEALTH MANAGEMENT LTD.
4.78%#10$690.4万12.6万股$00股+12.6万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#87$656.3万12.0万股$639.2万11.8万股+1,970股+1.67%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#117$634.2万11.6万股$354.9万6.6万股+5.0万股+76.97%加仓
Optimus Capital Advisors, LLC
3.28%3.41%#12$611.0万11.2万股$577.4万10.7万股+5,101股+4.78%加仓
Vantage Point Financial LLC
1.74%1.92%#18$571.5万10.5万股$545.9万10.1万股+3,683股+3.65%加仓
CSP Financial Group, LLC
4.76%5.3%#11$558.3万10.2万股$517.5万9.6万股+6,536股+6.84%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#125$490.6万9.0万股$2.2万400股+8.9万股+22,334.25%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.04%0.05%#77$476.0万8.7万股$498.6万9.2万股-4,906股-5.33%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.03%0.04%#80$453.8万8.3万股$428.0万7.9万股+3,942股+4.99%加仓
Index Fund Advisors, Inc.
0.17%0.15%#48$439.0万8.0万股$332.9万6.1万股+1.9万股+30.59%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%<0.01%#108$425.4万7.8万股$369.2万6.8万股+9,616股+14.10%加仓
Venture Visionary 合伙人Venture Visionary Partners LLC
0.1%#57$372.3万6.8万股$00股+6.8万股新买入
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
1.98%1.79%#16$364.7万6.7万股$291.4万5.4万股+1.3万股+23.94%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.02%<0.01%#92$343.0万6.3万股$70.0万1.3万股+5.0万股+384.90%加仓
Parkwoods Wealth Partners, LLC
0.54%#26$338.6万6.2万股$00股+6.2万股新买入
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.03%0.04%#81$333.9万6.1万股$297.4万5.5万股+6,134股+11.17%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#110$323.6万5.9万股$262.4万4.8万股+1.1万股+22.12%加仓
Mission Hills Financial Advisory, LLC
1.3%#21$295.1万5.4万股$00股+5.4万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#129$278.8万5.1万股$276.3万5.1万股-48股-0.09%减仓

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