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 TRUSTDFIP
持有机构数
167
机构合计市值 (Q2 2026)
$7.96亿
机构合计股数 (Q2 2026)
1,928.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+167.0万股
106 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-55.1万股
48 · 9 清仓 · ≈
⚖️ 净额
+112.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.96亿
持有机构数
167
新买入
14
加仓
92
减仓
39
清仓
9
持股不变
22
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
Matson Money. Inc.
4.73%4.97%#6$1.70亿410.3万股$1.62亿388.6万股+21.7万股+5.58%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.23%0.25%#56$4,877.0万118.2万股$4,733.8万113.5万股+4.7万股+4.19%加仓
Planning Center, Inc.
4.23%4.48%#9$4,478.4万108.6万股$4,417.3万105.9万股+2.7万股+2.53%加仓
Hill Investment Group Partners, LLC
3.24%3.65%#15$3,174.7万77.0万股$3,301.0万79.1万股-2.2万股-2.74%减仓
PINNEY & SCOFIELD, INC.
12.42%12.71%#1$2,539.5万61.6万股$2,356.7万56.5万股+5.1万股+8.97%加仓
Rather & Kittrell, Inc.
3.38%3.44%#11$2,421.0万58.7万股$2,226.5万53.4万股+5.3万股+9.96%加仓
Leading Edge Financial Planning LLC
4.27%4.52%#8$2,395.2万58.1万股$2,148.7万51.5万股+6.6万股+12.73%加仓
Fortitude Family Office, LLC
4.35%4.7%#7$2,244.0万54.4万股$2,103.8万50.4万股+4.0万股+7.87%加仓
Geometric Wealth Advisors
2.37%2.67%#18$2,190.7万53.1万股$2,134.2万51.2万股+1.9万股+3.80%加仓
Stratos 投资管理Stratos Investment Management, LLC
0.73%0.78%#39$2,022.8万49.0万股$1,944.4万46.6万股+2.4万股+5.20%加仓
Physician Wealth Solutions Inc.
7.24%7.39%#3$1,909.0万46.3万股$1,785.3万42.8万股+3.5万股+8.14%加仓
Level Financial Advisors
3.34%3.65%#13$1,496.0万36.3万股$1,429.4万34.3万股+2.0万股+5.84%加仓
SCRATCH CAPITAL LLC
7.17%8.34%#4$1,444.5万35.0万股$1,456.1万34.9万股+1,116股+0.32%加仓
Core Wealth Management, Inc.
3.66%3.24%#10$1,300.9万31.5万股$1,058.6万25.4万股+6.2万股+24.28%加仓
Yardley Wealth Management LLC
5.9%6.16%#5$1,299.8万31.5万股$1,202.1万28.8万股+2.7万股+9.35%加仓
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
1.82%2.01%#21$1,279.7万31.0万股$1,273.1万30.5万股+5,044股+1.65%加仓
KFG WEALTH MANAGEMENT, LLC
1.23%1.38%#30$1,092.9万26.5万股$1,064.0万25.5万股+9,858股+3.87%加仓
Savant资本Savant Capital, LLC
0.03%0.05%#95$1,085.8万26.4万股$1,002.0万24.0万股+2.4万股+9.87%加仓
New Dimensions Wealth Management, LLC
8%8.35%#2$1,059.2万25.7万股$981.6万23.5万股+2.1万股+9.12%加仓
Five Oceans Advisors
3.37%3.84%#12$1,049.6万25.4万股$1,061.5万25.4万股00.00%持仓不变
MONOGRAPH WEALTH ADVISORS, LLC
0.8%0.92%#34$978.4万23.7万股$973.6万23.3万股+3,788股+1.62%加仓
Apella资本Apella Capital, LLC
0.14%0.14%#73$959.7万23.3万股$959.0万22.7万股+5,614股+2.47%加仓
Financial Plan, Inc.
0.91%0.86%#32$954.3万23.1万股$806.9万19.3万股+3.8万股+19.60%加仓
Heirloom Wealth Management
1.13%1.44%#31$778.8万18.9万股$801.9万19.2万股-3,440股-1.79%减仓
Austin Wealth Management, LLC
1.58%1.71%#25$748.0万18.1万股$752.5万18.0万股+1,766股+0.98%加仓
Sterling Financial Planning, Inc.
2.02%2.11%#19$741.4万18.0万股$712.4万17.1万股+8,962股+5.25%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#134$670.3万16.2万股$571.3万13.7万股+2.6万股+18.65%加仓
Vestment Financial LLC
2.94%3.15%#17$656.0万15.9万股$668.5万15.9万股+825股+0.52%加仓
论坛金融管理Forum Financial Management, LP
0.08%0.1%#82$604.4万14.7万股$681.5万16.3万股-1.7万股-10.32%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#143$603.6万14.6万股$491.6万11.8万股+2.8万股+24.18%加仓
Foundry Financial LLC
1.93%2.11%#20$571.8万13.9万股$498.5万11.9万股+1.9万股+16.00%加仓
BCU Wealth Advisors, LLC
1.75%1.8%#23$526.6万12.8万股$484.0万11.6万股+1.2万股+10.03%加仓
Henrickson Nauta Wealth Advisors, Inc.
1.26%1.29%#29$516.7万12.5万股$459.9万11.0万股+1.5万股+13.62%加仓
Ares Financial Consulting, LLC
3.11%3.43%#16$447.2万10.8万股$436.0万10.5万股+3,896股+3.73%加仓
McCartney Wealth Management LLC
3.32%3.51%#14$437.8万10.6万股$417.2万10.0万股+6,119股+6.12%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.02%#99$414.0万10.0万股$00股+10.0万股新买入
PARK AVENUE SECURITIES LLC
0.03%0.03%#98$403.2万9.8万股$328.5万7.9万股+1.9万股+24.12%加仓
Porter White Investment Advisors, Inc.
1.55%1.57%#26$402.6万9.8万股$393.2万9.4万股+3,348股+3.55%加仓
AWM CAPITAL, LLC
0.32%0.32%#49$401.1万9.7万股$349.8万8.4万股+1.3万股+15.97%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.03%0.03%#97$397.0万9.6万股$356.8万8.6万股+1.1万股+12.51%加仓
Grove Street Fiduciary, LLC
1.62%1.71%#24$383.1万9.3万股$388.8万9.3万股-327股-0.35%减仓
ENTREWEALTH, LLC
1.39%1.52%#27$375.2万9.3万股$339.0万8.1万股+1.1万股+13.91%加仓
FLOW TRADERS U.S. LLC
0.15%#70$360.8万8.7万股$00股+8.7万股新买入
Altiora Financial Group, LLC
0.51%0.54%#44$325.9万7.9万股$327.9万7.9万股+398股+0.51%加仓
City State Bank
0.73%0.66%#38$320.6万7.8万股$252.7万6.1万股+1.7万股+28.31%加仓
Amicus Financial Advisors, LLC
0.78%0.64%#35$318.3万7.7万股$233.0万5.6万股+2.1万股+38.17%加仓
AssetMarkASSETMARK, INC
0.01%0.01%#114$316.5万7.7万股$294.8万7.1万股+6,060股+8.58%加仓
布莱顿·琼斯BRIGHTON JONES LLC
0.06%#84$306.5万7.4万股$00股+7.4万股新买入
Balanced Rock Investment Advisors LLC
1.78%1.8%#22$284.9万6.9万股$256.8万6.2万股+7,497股+12.18%加仓
MB Generational Wealth, LLC
1.33%1.27%#28$272.1万6.6万股$229.8万5.5万股+1.1万股+19.75%加仓

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