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 TRUSTDFSE
持有机构数
183
机构合计市值 (Q2 2026)
$4.60亿
机构合计股数 (Q2 2026)
942.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+90.0万股
93 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-42.7万股
77 · 11 清仓 · ≈
⚖️ 净额
+47.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.60亿
持有机构数
183
新买入
22
加仓
71
减仓
66
清仓
11
持股不变
24
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
AWM CAPITAL, LLC
3.22%2.92%#3$4,017.2万82.2万股$3,223.0万76.1万股+6.1万股+8.04%加仓
Pathstone控股Pathstone Holdings, LLC
0.1%0.1%#69$3,291.8万67.3万股$2,416.7万57.0万股+10.3万股+18.07%加仓
MASECO LLP
0.82%0.78%#16$2,903.0万59.4万股$2,491.0万58.8万股+5,736股+0.97%加仓
Focus Partners财富Focus Partners Wealth
0.03%0.03%#107$2,783.3万56.9万股$2,379.4万53.7万股+3.2万股+6.04%加仓
Quantum Financial Advisors, LLC
2.25%2.6%#6$2,584.2万52.9万股$2,314.4万54.6万股-1.8万股-3.21%减仓
Five Oceans Advisors
6.95%6.72%#1$2,162.3万44.2万股$1,857.0万43.8万股+4,081股+0.93%加仓
论坛金融管理Forum Financial Management, LP
0.23%0.22%#44$1,787.4万36.6万股$1,587.0万37.5万股-8,878股-2.37%减仓
Citrine Capital LLC
5.86%6.04%#2$1,581.9万32.4万股$1,392.5万32.9万股-5,012股-1.53%减仓
Abacus Wealth Partners, LLC
1.63%1.32%#7$1,553.4万31.8万股$1,442.4万34.0万股-2.3万股-6.62%减仓
EP财富顾问EP Wealth Advisors, LLC
0.06%0.06%#88$1,502.9万30.7万股$1,301.8万30.7万股+235股+0.08%加仓
Savant资本Savant Capital, LLC
0.04%0.04%#100$1,280.2万26.2万股$909.4万21.5万股+4.8万股+22.16%加仓
Retirement Solution LLC
2.45%2.61%#5$1,255.1万25.7万股$1,103.5万26.0万股-3,680股-1.41%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.05%#90$937.5万19.2万股$00股+19.2万股新买入
Wealth Architects, LLC
0.6%0.59%#25$757.6万15.5万股$661.6万15.6万股-1,161股-0.74%减仓
Elser Financial Planning, Inc
0.27%0.26%#38$617.1万12.6万股$532.5万12.7万股-465股-0.37%减仓
SACHEM HILL LLC
1.07%1.12%#10$601.3万12.3万股$576.6万13.6万股-1.3万股-9.61%减仓
Francis Financial, Inc.
0.87%0.82%#13$533.8万10.9万股$444.9万10.5万股+4,217股+4.02%加仓
纯粹金融顾问Pure Financial Advisors, LLC
0.07%0.07%#84$510.6万10.4万股$456.9万10.8万股-3,374股-3.13%减仓
Apella资本Apella Capital, LLC
0.07%0.07%#83$488.4万10.3万股$453.6万9.6万股+7,449股+7.80%加仓
布莱顿·琼斯BRIGHTON JONES LLC
0.08%#77$445.5万9.1万股$00股+9.1万股新买入
Greenspring Advisors, LLC
0.25%0.39%#41$445.5万9.1万股$637.2万15.0万股-5.9万股-39.40%减仓
TCI Wealth Advisors, Inc.
0.18%0.19%#50$412.3万8.4万股$360.2万8.5万股-646股-0.76%减仓
Balanced Rock Investment Advisors LLC
2.49%2.64%#4$399.3万8.2万股$376.7万8.9万股-7,219股-8.12%减仓
RAM Investment Partners, LLC
0.61%0.53%#24$383.9万7.9万股$301.0万7.1万股+7,500股+10.56%加仓
Allodium Investment Consultants, LLC
1.6%1.57%#8$376.8万7.7万股$328.1万7.7万股-342股-0.44%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#146$375.1万7.7万股$305.1万7.2万股+4,737股+6.58%加仓
DRIVE WEALTH MANAGEMENT, LLC
0.63%0.67%#23$355.1万7.3万股$315.2万7.4万股-1,731股-2.33%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.03%0.03%#108$333.5万6.8万股$274.0万6.5万股+3,555股+5.50%加仓
New Capital Management LP
0.76%0.71%#17$331.6万6.8万股$289.3万6.8万股-443股-0.65%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#143$321.9万6.7万股$308.9万7.3万股-6,473股-8.87%减仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#151$318.2万6.5万股$118.8万2.8万股+3.7万股+132.12%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.03%0.02%#112$309.6万6.3万股$233.6万5.5万股+8,200股+14.87%加仓
Asset Dedication, LLC
0.19%0.19%#49$304.5万6.2万股$277.7万6.6万股-3,247股-4.95%减仓
Perigon财富管理Perigon Wealth Management, LLC
0.05%0.04%#96$290.6万5.9万股$252.2万6.0万股-86股-0.14%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#169$288.5万5.9万股$211.8万5.0万股+9,016股+18.03%加仓
HILL ISLAND FINANCIAL LLC
0.58%0.57%#26$269.8万5.5万股$233.9万5.5万股00.00%持仓不变
Navigoe, LLC
1.38%1.38%#9$264.0万5.4万股$233.5万5.5万股-1,113股-2.02%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#155$261.7万5.4万股$194.1万5.4万股-857股-1.58%减仓
Equita Financial Network, Inc.
0.71%0.59%#19$257.4万5.3万股$187.8万4.4万股+8,328股+18.79%加仓
QUARRY HILL ADVISORS, LLC
0.98%0.98%#11$255.5万5.2万股$237.5万5.0万股+2,235股+4.47%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%0.01%#128$247.8万5.1万股$211.0万5.0万股+905股+1.82%加仓
莱尔德·诺顿信托Laird Norton Wetherby Trust Company, LLC
0.05%#93$243.1万5.0万股$00股+5.0万股新买入
Klaas Financial Asset Advisors, LLC
0.29%0.28%#37$234.1万4.8万股$203.7万4.8万股-192股-0.40%减仓
Triune Financial Partners, LLC
0.45%0.46%#30$217.9万4.5万股$192.0万4.5万股-731股-1.61%减仓
Cordant, Inc.
0.68%0.6%#20$187.4万3.8万股$148.1万3.5万股+3,379股+9.66%加仓
Simplicity Wealth,LLC
0.06%0.08%#86$184.3万3.8万股$146.9万3.5万股+3,035股+8.75%加仓
Planning Center, Inc.
0.17%0.16%#54$174.9万3.6万股$154.1万3.6万股-589股-1.62%减仓
RW Investment Management LLC
0.15%0.14%#56$166.9万3.4万股$139.7万3.3万股+1,176股+3.57%加仓
Longview Financial Advisors LLC
0.82%0.86%#15$166.9万3.4万股$158.8万3.7万股-3,347股-8.93%减仓
Clarity Wealth Development LLC
0.91%#12$164.4万3.4万股$00股+3.4万股新买入

🧭 机构资金流板块热力图

净流出 净流入