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 TRUSTDFSB
持有机构数
122
机构合计市值 (Q2 2026)
$5.59亿
机构合计股数 (Q2 2026)
1,074.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+122.1万股
91 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-7.7万股
26 · 7 清仓 · ≈
⚖️ 净额
+114.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.59亿
持有机构数
122
新买入
11
加仓
80
减仓
19
清仓
7
持股不变
12
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
Abacus Wealth Partners, LLC
15.79%12.33%#1$1.50亿288.3万股$1.35亿261.0万股+27.3万股+10.45%加仓
MASECO LLP
2.81%3.01%#5$1.00亿192.3万股$9,601.0万185.7万股+6.6万股+3.55%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.07%0.06%#63$5,245.6万100.7万股$4,355.1万84.2万股+16.5万股+19.60%加仓
Quantum Financial Advisors, LLC
2.45%3.06%#6$2,816.9万54.1万股$2,723.5万52.6万股+1.4万股+2.70%加仓
Simplicity Wealth,LLC
0.51%0.74%#19$1,511.8万29.0万股$1,303.8万25.2万股+3.8万股+15.13%加仓
SEI投资SEI INVESTMENTS CO
0.01%0.01%#90$1,487.9万28.6万股$1,351.2万26.1万股+2.4万股+9.34%加仓
SEEDS INVESTOR LLC
1.38%1.83%#13$1,346.3万25.8万股$1,341.0万25.7万股+1,415股+0.55%加仓
组成财富Composition Wealth, LLC
0.15%0.17%#39$1,258.3万24.1万股$1,268.0万24.5万股-3,587股-1.46%减仓
Parkshore Wealth Management, Inc.
3.53%3.74%#3$1,228.8万23.6万股$1,119.9万21.6万股+1.9万股+8.96%加仓
Planning Center, Inc.
0.95%0.99%#14$1,007.4万19.3万股$977.7万18.9万股+4,357股+2.31%加仓
Momentous Wealth Management, Inc.
5.06%5.44%#2$987.3万18.9万股$952.8万18.4万股+5,312股+2.88%加仓
Apella资本Apella Capital, LLC
0.13%0.12%#43$939.8万18.1万股$831.5万15.9万股+2.2万股+14.01%加仓
Citrine Capital LLC
3.17%3.71%#4$855.5万16.4万股$854.8万16.5万股-1,036股-0.63%减仓
Corient私人财富Corient Private Wealth LLC
0.01%0.01%#97$707.9万13.6万股$649.6万12.6万股+1.0万股+8.20%加仓
Shira Ridge Wealth Management
2.31%#8$661.4万12.7万股$00股+12.7万股新买入
Allodium Investment Consultants, LLC
2.45%2.59%#7$576.0万11.1万股$541.8万10.5万股+5,826股+5.56%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#94$526.2万10.2万股$490.7万9.5万股+7,029股+7.43%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.04%0.04%#71$491.5万9.4万股$419.6万8.1万股+1.3万股+16.31%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.04%0.04%#72$484.4万9.3万股$400.3万7.7万股+1.6万股+20.16%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.02%0.02%#81$483.2万9.3万股$460.0万8.9万股+3,826股+4.30%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#114$469.4万9.0万股$00股+9.0万股新买入
Clarity Wealth Development LLC
2.08%#9$375.6万7.2万股$00股+7.2万股新买入
RAM Investment Partners, LLC
0.52%0.57%#18$324.0万6.2万股$324.9万6.3万股-630股-1.00%减仓
Betterment智能投顾Betterment LLC
0.01%0.01%#99$304.6万5.8万股$302.0万5.8万股+80股+0.14%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#113$259.7万5.0万股$250.9万4.8万股+1,341股+2.77%加仓
SUMMIT WEALTH GROUP LLC / CO
0.21%0.27%#32$255.5万4.9万股$256.1万4.9万股-459股-0.93%减仓
BEACON HILL WEALTH MANAGEMENT LTD.
1.61%#11$231.7万4.4万股$00股+4.4万股新买入
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#84$230.3万4.4万股$241.8万4.7万股-2,513股-5.38%减仓
AA Financial Advisors, LLC
0.26%0.31%#29$220.3万4.2万股$221.4万4.3万股-507股-1.18%减仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.01%0.01%#92$189.4万3.6万股$135.6万2.6万股+1.0万股+38.64%加仓
von Borstel & Associates, Inc.
0.37%0.2%#24$178.5万3.4万股$89.0万1.7万股+1.7万股+99.12%加仓
Creative Capital Management Investments LLC
0.41%0.4%#21$178.4万3.4万股$137.8万2.7万股+7,611股+28.58%加仓
Wheels Up Wealth, Inc.
1.4%1.35%#12$164.7万3.2万股$143.4万2.8万股+3,893股+14.05%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#104$161.5万3.1万股$102.9万2.0万股+1.1万股+55.90%加仓
Vermillion Wealth Management, Inc.
0.36%0.6%#25$155.6万3.0万股$153.0万3.0万股+308股+1.04%加仓
Babb Wealth Advisors LLC
0.73%0.72%#15$150.4万2.9万股$131.0万2.5万股+3,554股+14.04%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#116$144.3万2.8万股$62.5万1.2万股+1.6万股+129.06%加仓
Tanager Wealth Management LLP
0.12%0.13%#46$142.6万2.7万股$134.1万2.6万股+1,436股+5.54%加仓
Samalin Investment Counsel, LLC
0.44%0.5%#20$141.8万2.7万股$140.2万2.7万股+115股+0.42%加仓
FIDUCIARY FINANCIAL ADVISORS
0.14%0.26%#40$134.1万2.6万股$29.0万5,600股+2.0万股+359.68%加仓
Vise科技Vise Technologies, Inc.
0.01%0.01%#88$131.0万2.5万股$64.9万1.3万股+1.3万股+100.73%加仓
RW Investment Management LLC
0.1%0.11%#51$116.1万2.2万股$114.9万2.2万股+64股+0.29%加仓
Root Financial 合伙人Root Financial Partners, LLC
0.04%0.04%#70$111.9万2.1万股$93.6万1.8万股+3,378股+18.68%加仓
Wealth Advisors Northwest LLC
0.38%0.38%#23$110.3万2.1万股$90.7万1.8万股+3,619股+20.64%加仓
CURIO WEALTH, LLC
0.34%0.37%#26$110.0万2.1万股$107.7万2.1万股+294股+1.41%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#108$106.7万2.0万股$105.3万2.0万股+123股+0.60%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#109$101.2万1.9万股$100.4万1.9万股+17股+0.09%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#102$97.3万1.9万股$97.5万1.9万股-180股-0.96%减仓
Broadhurst Jeffrey B
1.97%2.38%#10$92.5万1.8万股$232.2万4.5万股-2.7万股-60.44%减仓
Flagstone Financial Management
0.2%0.22%#34$90.1万1.7万股$88.6万1.7万股+162股+0.95%加仓

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