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 TRUSTDXUV
持有机构数
71
机构合计市值 (Q2 2026)
$3.59亿
机构合计股数 (Q2 2026)
539.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+64.0万股
55 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-9.8万股
11 · 3 清仓 · ≈
⚖️ 净额
+54.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.59亿
持有机构数
71
新买入
23
加仓
32
减仓
8
清仓
3
持股不变
8
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
Tencap Wealth Coaching, LLC
25.49%26.74%#1$8,039.2万120.8万股$7,105.9万119.6万股+1.2万股+0.97%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.24%0.24%#19$5,220.3万78.5万股$4,467.0万75.3万股+3.2万股+4.30%加仓
BCR Wealth Strategies, LLC
14.62%14.67%#2$5,205.7万78.3万股$4,681.9万78.9万股-6,070股-0.77%减仓
FMB WEALTH MANAGEMENT
8.01%8.04%#3$2,177.0万32.7万股$1,944.5万32.8万股-272股-0.08%减仓
RFG顾问RFG Advisory, LLC
0.33%0.33%#16$2,096.1万31.5万股$1,806.8万30.4万股+1.1万股+3.54%加仓
American Trust
1.38%1.38%#8$1,788.0万26.9万股$1,559.8万26.3万股+6,051股+2.30%加仓
纯粹金融顾问Pure Financial Advisors, LLC
0.2%0.2%#20$1,585.7万23.8万股$1,370.9万23.1万股+7,456股+3.23%加仓
Versant Capital Management, Inc
1.02%0.24%#9$1,136.4万17.1万股$244.2万4.1万股+13.0万股+315.34%加仓
Corus Family Wealth Advisors
5.41%5.41%#4$786.0万11.8万股$664.6万11.2万股+6,221股+5.56%加仓
LVZ, Inc.
0.75%0.71%#10$733.8万11.0万股$619.7万10.4万股+5,925股+5.67%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#51$709.6万10.7万股$00股+10.7万股新买入
STAGE HARBOR FINANCIAL, LLC
3.54%2.99%#5$612.3万9.2万股$451.3万7.6万股+1.6万股+21.09%加仓
Financial Harvest, LLC
2.42%2.59%#6$584.9万8.8万股$439.3万7.4万股+1.4万股+18.83%加仓
AssetMarkASSETMARK, INC
0.01%0.01%#46$446.5万6.7万股$378.5万6.4万股+3,370股+5.28%加仓
花旗集团CITIGROUP INC
<0.01%#53$382.3万5.7万股$00股+5.7万股新买入
港湾投资HARBOUR INVESTMENTS, INC.
0.05%0.05%#34$344.8万5.2万股$303.4万5.1万股+723股+1.41%加仓
PARK AVENUE SECURITIES LLC
0.02%#41$313.0万4.7万股$00股+4.7万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#60$302.3万4.5万股$00股+4.5万股新买入
Private Advisor集团Private Advisor Group, LLC
0.01%0.02%#44$250.5万3.8万股$331.6万5.6万股-1.8万股-32.60%减仓
E-Wealth Partners, LLC
1.75%1.83%#7$242.0万3.6万股$227.2万3.8万股-1,889股-4.93%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%#49$233.5万3.5万股$00股+3.5万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%0.01%#48$207.2万3.1万股$445.6万7.5万股-4.4万股-58.51%减仓
Rockwood Wealth Management, LLC
0.12%0.12%#24$194.1万2.9万股$165.2万2.8万股+1,364股+4.90%加仓
BIP Wealth, LLC
0.05%0.06%#32$191.9万2.9万股$149.7万2.5万股+3,626股+14.37%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#50$178.7万2.7万股$64.8万1.1万股+1.6万股+146.15%加仓
VISTA CAPITAL PARTNERS, INC.
0.02%0.03%#38$146.5万2.2万股$103.0万1.7万股+4,660股+26.84%加仓
VESTIA PERSONAL WEALTH ADVISORS
0.47%0.58%#13$141.0万2.1万股$123.5万2.1万股+403股+1.94%加仓
Applied Capital LLC
0.37%0.34%#14$115.0万1.7万股$91.0万1.5万股+1,949股+12.71%加仓
SwitchPoint Financial Planning, LLC
0.65%0.64%#11$113.3万1.7万股$93.8万1.6万股+1,235股+7.82%加仓
Shepherd Financial Partners LLC
0.08%#29$101.1万1.5万股$00股+1.5万股新买入
CreativeOne Wealth, LLC
0.02%0.03%#39$100.6万1.5万股$110.7万1.9万股-3,535股-18.95%减仓
Evanson Financial, LLC
0.05%#33$98.3万1.5万股$00股+1.5万股新买入
Financial Plan, Inc.
0.09%0.09%#28$91.1万1.4万股$81.1万1.4万股+26股+0.19%加仓
Archvest Wealth Advisors, Inc.
0.51%0.5%#12$87.6万1.3万股$77.9万1.3万股+45股+0.34%加仓
Financial Symmetry Inc
0.26%0.27%#18$77.2万1.2万股$74.6万1.2万股00.00%持仓不变
Live Oak Private Wealth LLC
0.1%0.08%#27$76.8万1.2万股$55.0万9,275股+2,277股+24.55%加仓
Apella资本Apella Capital, LLC
0.01%0.01%#45$65.7万9,811股$62.6万9,797股+14股+0.14%加仓
BCO Wealth Management LLC
0.3%0.29%#17$55.1万8,285股$49.0万8,255股+30股+0.36%加仓
LPL金融LPL Financial LLC
<0.01%#62$52.4万7,877股$00股+7,877股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#56$49.8万7,401股$00股+7,401股新买入
WINNACLE WEALTH LLC
0.33%0.22%#15$48.8万7,334股$28.7万4,844股+2,490股+51.40%加仓
Selective Wealth Management, Inc.
0.12%#22$47.3万7,017股$00股+7,017股新买入
NWAM LLC
0.02%0.03%#35$47.0万7,072股$44.3万7,465股-393股-5.26%减仓
OPTIMA CAPITAL LLC
0.12%0.13%#23$31.1万4,680股$27.8万4,680股00.00%持仓不变
Signature Resources Capital Management, LLC
0.12%0.13%#25$31.0万4,664股$27.7万4,664股00.00%持仓不变
Cloud Capital Management, LLC
0.11%0.12%#26$30.4万4,576股$27.0万4,564股+12股+0.26%加仓
Monument Group Wealth Advisors, LLC
0.14%0.15%#21$30.2万3,504股$26.8万4,521股-1,017股-22.50%减仓
25 LLC
0.08%0.08%#30$28.9万4,340股$24.8万4,182股+158股+3.78%加仓
MONOGRAPH WEALTH ADVISORS, LLC
0.02%0.02%#36$28.5万4,293股$25.5万4,293股00.00%持仓不变
WorthPointe, LLC
0.07%0.07%#31$27.8万4,182股$24.8万4,177股+5股+0.12%加仓

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