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 TRUSTDFCA
持有机构数
83
机构合计市值 (Q2 2026)
$5.42亿
机构合计股数 (Q2 2026)
1,080.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+111.3万股
50 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-73.8万股
20 · 3 清仓 · ≈
⚖️ 净额
+37.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.42亿
持有机构数
83
新买入
13
加仓
37
减仓
17
清仓
3
持股不变
16
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
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.48%0.52%#11$3.84亿765.7万股$3.50亿702.7万股+63.0万股+8.97%加仓
Citrine Capital LLC
18.6%17.02%#1$5,025.9万100.2万股$3,924.9万78.7万股+21.4万股+27.21%加仓
HighTower顾问HighTower Advisors, LLC
0.02%0.06%#51$2,163.3万43.1万股$5,206.3万104.4万股-61.3万股-58.72%减仓
Savvy Advisors, Inc.
0.2%0.24%#15$961.0万19.2万股$884.0万17.7万股+1.4万股+7.99%加仓
Elmwood Wealth Management, Inc.
1.56%1.62%#3$624.1万12.4万股$587.2万11.8万股+6,579股+5.59%加仓
One Degree Advisors Inc
1.36%1.54%#4$613.9万12.2万股$587.5万11.8万股+4,465股+3.79%加仓
Signature Resources Capital Management, LLC
2.17%2.65%#2$549.8万11.0万股$558.3万11.2万股-2,421股-2.16%减仓
One 资本管理One Capital Management, LLC
0.1%0.1%#29$361.4万7.2万股$361.4万7.2万股00.00%持仓不变
TriaGen Wealth Management LLC
0.89%0.9%#6$357.1万7.1万股$329.4万6.6万股+5,084股+7.69%加仓
Vise科技Vise Technologies, Inc.
0.04%0.05%#45$343.6万6.8万股$271.3万5.4万股+1.4万股+26.39%加仓
Root Financial 合伙人Root Financial Partners, LLC
0.12%0.17%#24$320.7万6.4万股$360.0万7.2万股-8,300股-11.49%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.02%#53$269.3万5.4万股$256.2万5.1万股+2,276股+4.43%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#61$248.7万5.0万股$215.3万4.3万股+6,361股+14.73%加仓
Three Arch Wealth Management LLC
0.37%#12$238.9万4.8万股$00股+4.8万股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#66$148.9万3.0万股$144.3万2.9万股+859股+2.98%加仓
Foundry Financial LLC
0.5%0.65%#10$147.9万2.9万股$154.3万3.1万股-1,479股-4.78%减仓
Savant资本Savant Capital, LLC
<0.01%0.01%#58$135.8万2.7万股$134.1万2.7万股+154股+0.57%加仓
莱尔德·诺顿信托Laird Norton Wetherby Trust Company, LLC
0.03%#50$133.0万2.7万股$00股+2.7万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#70$130.0万2.6万股$105.9万2.1万股+4,670股+21.99%加仓
平行顾问Parallel Advisors, LLC
0.02%0.02%#52$128.8万2.6万股$95.5万1.9万股+6,516股+34.01%加仓
marrick wealth, LLC
0.91%1%#5$127.5万2.5万股$118.9万2.4万股+1,567股+6.57%加仓
Nautilus Advisors LLC
0.71%0.8%#8$121.2万2.4万股$117.0万2.3万股+709股+3.02%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#75$118.5万2.4万股$113.0万2.3万股+936股+4.13%加仓
Elequin 资本Elequin Capital, LP
0.03%#49$113.7万2.3万股$00股+2.3万股新买入
LODESTAR PRIVATE ASSET MANAGEMENT LLC
0.1%0.11%#30$111.1万2.2万股$113.9万2.3万股-706股-3.09%减仓
SCRATCH CAPITAL LLC
0.51%0.56%#9$102.3万2.0万股$97.7万2.0万股+786股+4.01%加仓
Burton Enright Welch
0.12%0.12%#26$99.6万2.0万股$91.4万1.8万股+1,496股+8.15%加仓
MarinerMariner, LLC
<0.01%<0.01%#71$90.1万1.8万股$175.8万3.5万股-1.7万股-49.06%减仓
Prospect Financial Group LLC
0.73%0.83%#7$90.1万1.8万股$89.5万1.8万股-3股-0.02%减仓
RAM Investment Partners, LLC
0.14%0.15%#22$85.5万1.7万股$86.3万1.7万股-275股-1.59%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#76$84.9万1.7万股$65.8万1.3万股+3,733股+28.29%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%#60$70.5万1.4万股$00股+1.4万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#81$67.4万1.3万股$54.4万1.1万股+2,517股+23.04%加仓
True Link Financial Advisors, LLC
0.04%0.04%#46$66.8万1.3万股$66.4万1.3万股00.00%持仓不变
Private Advisor集团Private Advisor Group, LLC
<0.01%#63$64.3万1.3万股$00股+1.3万股新买入
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.01%#57$61.6万1.2万股$64.6万1.3万股-686股-5.30%减仓
SEEDS INVESTOR LLC
0.06%0.03%#39$58.3万1.2万股$25.1万5,013股+6,596股+131.58%加仓
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
0.17%0.15%#17$55.6万1.1万股$45.2万9,068股+2,015股+22.22%加仓
Parkshore Wealth Management, Inc.
0.16%0.36%#18$55.3万1.1万股$107.3万2.2万股-1.0万股-48.75%减仓
Pathstone控股Pathstone Holdings, LLC
<0.01%<0.01%#69$54.8万1.1万股$32.8万6,589股+4,337股+65.82%加仓
RVW Wealth, LLC
0.04%0.05%#47$53.7万1.1万股$67.9万1.4万股-2,916股-21.40%减仓
Apella资本Apella Capital, LLC
0.01%0.01%#55$53.0万1.1万股$46.5万9,252股+1,327股+14.34%加仓
FIDUCIARY FINANCIAL GROUP, LLC
0.06%0.07%#40$52.2万1.0万股$51.8万1.0万股00.00%持仓不变
V2 Financial group LLC
0.19%0.23%#16$52.2万1.0万股$49.6万9,940股+454股+4.57%加仓
Tortoise Investment Management, LLC
0.03%0.03%#48$46.1万9,190股$32.9万6,590股+2,600股+39.45%加仓
Vistica Wealth Advisors, LLC
0.36%#13$41.5万8,280股$00股+8,280股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#80$40.4万8,056股$27.1万5,445股+2,611股+47.95%加仓
FMB WEALTH MANAGEMENT
0.15%#19$40.3万8,041股$00股+8,041股新买入
WESPAC Advisors SoCal, LLC
0.07%0.15%#37$37.6万7,495股$72.6万1.5万股-7,075股-48.56%减仓
FLC Capital Advisors
0.06%0.04%#42$35.7万7,110股$24.5万4,910股+2,200股+44.81%加仓

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