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 TRUSTDFGX
持有机构数
180
机构合计市值 (Q2 2026)
$12.66亿
机构合计股数 (Q2 2026)
2,364.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+376.0万股
144 · 28 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-91.4万股
31 · 10 清仓 · ≈
⚖️ 净额
+284.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$12.66亿
持有机构数
180
新买入
28
加仓
116
减仓
21
清仓
10
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
Apella资本Apella Capital, LLC
1.7%1.68%#41$1.20亿226.0万股$1.13亿213.1万股+12.9万股+6.04%加仓
Planning Center, Inc.
8.07%8.25%#5$8,551.2万159.6万股$8,143.3万155.3万股+4.3万股+2.77%加仓
Ironwood Wealth Management, LLC.
11.31%#1$5,104.8万95.2万股$00股+95.2万股新买入
Elser Financial Planning, Inc
1.81%1.8%#38$4,175.2万77.9万股$3,718.0万70.8万股+7.1万股+10.05%加仓
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
5.63%5.93%#15$3,960.5万73.9万股$3,762.0万71.7万股+2.2万股+3.03%加仓
United Wealth Management, LLC
8.15%8.61%#4$3,623.3万67.6万股$3,463.9万66.0万股+1.6万股+2.37%加仓
Hill Investment Group Partners, LLC
3.61%3.93%#24$3,540.9万66.1万股$3,559.0万67.9万股-1.8万股-2.63%减仓
Private Wealth Management Group, LLC
7.9%8.53%#7$3,406.7万63.6万股$3,248.3万61.9万股+1.6万股+2.64%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#141$3,185.1万59.4万股$2,440.8万46.5万股+12.9万股+27.71%加仓
Guardian Wealth Management, LLC
7.32%7.13%#10$2,609.9万48.7万股$2,351.7万44.8万股+3.9万股+8.61%加仓
HighTower顾问HighTower Advisors, LLC
0.02%0.03%#116$2,511.2万46.9万股$2,446.7万46.6万股+2,088股+0.45%加仓
Alpha Financial Advisors, LLC
6.55%11.25%#12$2,504.8万46.7万股$3,670.8万70.0万股-23.3万股-33.22%减仓
Verisail Partners, LLC
8.96%9.26%#2$2,416.8万45.1万股$2,281.3万43.5万股+1.6万股+3.68%加仓
Mattern Wealth Management LLC
3.38%3.77%#25$2,060.1万38.4万股$1,931.7万36.8万股+1.6万股+4.37%加仓
LIBERTY WEALTH MANAGEMENT LLC
2.53%2.54%#33$2,032.5万38.7万股$2,032.5万38.7万股00.00%持仓不变
Eaton-Cambridge Inc.
5.6%5.34%#16$1,994.0万37.2万股$1,706.0万32.5万股+4.7万股+14.39%加仓
Equita Financial Network, Inc.
5.44%5.81%#18$1,960.9万36.6万股$1,846.2万35.2万股+1.4万股+3.95%加仓
Vermillion Wealth Management, Inc.
4.49%6.42%#19$1,913.5万35.7万股$1,634.8万31.2万股+4.5万股+14.55%加仓
Kestra投资管理Kestra Investment Management, LLC
0.35%0.23%#68$1,806.2万33.7万股$1,355.7万25.8万股+7.9万股+30.39%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#163$1,790.8万33.4万股$1,628.3万31.0万股+2.4万股+7.63%加仓
Geo 财富管理GeoWealth Management, LLC
0.53%0.58%#59$1,697.5万31.7万股$1,606.5万30.6万股+1.0万股+3.41%加仓
Oakwell Private Wealth Management, LLC
2.76%2.86%#27$1,664.0万31.0万股$1,599.9万30.5万股+5,438股+1.78%加仓
JMG Financial Group, Ltd.
0.37%0.11%#66$1,548.4万28.9万股$400.6万7.6万股+21.3万股+278.30%加仓
Private Advisor集团Private Advisor Group, LLC
0.07%0.08%#99$1,540.6万28.7万股$1,690.3万32.2万股-3.5万股-10.80%减仓
AssetMarkASSETMARK, INC
0.03%0.03%#115$1,495.7万27.9万股$1,384.4万26.4万股+1.5万股+5.73%加仓
Savant资本Savant Capital, LLC
0.04%0.14%#108$1,470.5万27.4万股$2,905.6万55.4万股-28.0万股-50.47%减仓
IMA Advisory Services, Inc.
0.91%#52$1,460.2万27.2万股$00股+27.2万股新买入
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.14%0.16%#84$1,452.9万27.1万股$1,421.8万27.1万股00.00%持仓不变
Parkwoods Wealth Partners, LLC
2.33%#35$1,449.8万27.1万股$00股+27.1万股新买入
Shotwell Rutter Baer Inc
7.79%8.1%#8$1,419.7万26.5万股$1,379.2万26.3万股+1,946股+0.74%加仓
Babb Wealth Advisors LLC
6.66%6.79%#11$1,382.2万25.8万股$1,242.1万23.7万股+2.1万股+8.91%加仓
Strathmore Capital Advisors, Inc.
3.71%3.22%#22$1,379.6万26.4万股$1,140.9万21.6万股+4.8万股+22.24%加仓
INTEGRITY ALLIANCE, LLC.
0.43%0.5%#62$1,363.4万25.4万股$1,327.6万25.3万股+1,267股+0.50%加仓
Yardley Wealth Management LLC
6.16%6.26%#14$1,355.9万25.3万股$1,221.4万23.3万股+2.0万股+8.65%加仓
SageOak Financial, LLC
8.6%8.74%#3$1,322.4万24.7万股$1,243.4万23.7万股+9,665股+4.08%加仓
Johnson Wealth Management, LLC
5.53%5.26%#17$1,304.6万24.3万股$1,089.0万20.8万股+3.6万股+17.24%加仓
Integrity Advisory Solutions, LLC
1.23%1.31%#48$1,192.0万22.2万股$988.0万18.8万股+3.4万股+18.08%加仓
Clarity Wealth Development LLC
6.54%#13$1,178.5万22.0万股$00股+22.0万股新买入
BEACON HILL WEALTH MANAGEMENT LTD.
7.67%#9$1,107.3万20.7万股$00股+20.7万股新买入
OneDigital投资顾问OneDigital Investment Advisors LLC
0.09%0.1%#94$1,052.0万19.6万股$973.4万18.6万股+1.1万股+5.77%加仓
HFM Investment Advisors, LLC
3.63%3.83%#23$1,036.6万19.3万股$996.5万19.0万股+3,428股+1.80%加仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.5%0.51%#60$1,010.6万18.9万股$903.1万17.2万股+1.6万股+9.52%加仓
E6 Portfolios, LLC
7.97%8.5%#6$997.4万18.6万股$815.4万15.5万股+3.1万股+19.71%加仓
Stratos 投资管理Stratos Investment Management, LLC
0.33%0.34%#69$916.0万17.1万股$851.1万16.2万股+8,643股+5.33%加仓
AA Financial Advisors, LLC
0.98%1.09%#51$813.6万15.2万股$773.7万14.8万股+4,283股+2.90%加仓
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
3.97%3.25%#21$779.0万14.5万股$567.3万10.8万股+3.7万股+34.37%加仓
PARK AVENUE SECURITIES LLC
0.04%0.04%#107$701.7万13.1万股$518.9万9.9万股+3.2万股+32.34%加仓
Sterling Wealth Management, Inc.
1.49%1.6%#46$601.4万11.2万股$582.3万11.1万股+1,181股+1.06%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.05%0.06%#106$597.6万11.2万股$629.0万12.0万股-8,096股-6.77%减仓
Betterment智能投顾Betterment LLC
0.01%0.01%#132$575.4万10.7万股$554.7万10.6万股+1,607股+1.52%加仓

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