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 TRUSTDFVX
持有机构数
50
机构合计市值 (Q2 2026)
$4.88亿
机构合计股数 (Q2 2026)
574.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+21.4万股
33 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-12.9万股
11 · 4 清仓 · ≈
⚖️ 净额
+8.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.88亿
持有机构数
50
新买入
13
加仓
20
减仓
7
清仓
4
持股不变
10
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
HBK索尔斯顾问HBK Sorce Advisory LLC
7.29%7.08%#2$3.85亿449.8万股$3.57亿442.5万股+7.3万股+1.66%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.05%0.05%#20$2,926.0万35.2万股$2,406.2万32.2万股+3.0万股+9.30%加仓
Wealthquest Corp
1.26%1.41%#5$1,991.3万24.2万股$1,997.2万26.9万股-2.7万股-9.91%减仓
CURIO WEALTH, LLC
3.25%2.94%#3$1,047.0万12.7万股$860.1万11.6万股+1.2万股+9.98%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.17%0.17%#13$854.9万10.5万股$754.8万9.5万股+9,472股+9.96%加仓
Elite Life Management LLC
8.49%8.26%#1$736.2万8.6万股$660.7万8.2万股+4,233股+5.17%加仓
Medallion Wealth Advisors, LLC
1.21%1.13%#6$393.6万4.8万股$347.4万4.7万股+1,106股+2.37%加仓
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
2.25%2.18%#4$378.3万4.4万股$346.9万4.3万股+1,196股+2.78%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#41$233.5万2.8万股$00股+2.8万股新买入
M Holdings Securities, Inc.
0.3%0.35%#10$217.3万2.6万股$504.6万6.8万股-4.1万股-61.09%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#39$165.4万2.0万股$64.2万8,642股+1.1万股+132.70%加仓
First Financial Group Corp
1.1%1.07%#7$151.9万1.8万股$131.3万1.8万股+800股+4.53%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#42$137.9万1.7万股$131.4万1.8万股-907股-5.13%减仓
WPWealth LLP
0.2%0.19%#12$136.4万1.7万股$123.3万1.7万股00.00%持仓不变
Vantage Point Financial LLC
0.31%0.32%#9$100.5万1.2万股$90.7万1.2万股+9股+0.07%加仓
BDFS Capital LLC
0.36%#8$83.9万1.0万股$00股+1.0万股新买入
Pinion Investment Advisors, LLC
0.16%0.18%#14$82.4万1.0万股$77.9万1.0万股-463股-4.42%减仓
CARY STREET PARTNERS FINANCIAL LLC
0.02%0.02%#24$81.1万9,862股$83.9万1.1万股-1,428股-12.65%减仓
American Investment Services, Inc.
0.14%0.15%#15$67.3万8,180股$68.4万9,210股-1,030股-11.18%减仓
EWA, LLC
0.12%0.18%#16$67.0万8,148股$80.4万1.1万股-2,675股-24.72%减仓
Northwest Bancshares, Inc.
0.09%0.09%#17$48.4万5,883股$43.7万5,883股00.00%持仓不变
Haverford信托Haverford Trust Co
<0.01%#28$41.0万4,983股$00股+4,983股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#31$40.5万4,921股$4.6万616股+4,305股+698.86%加仓
Rockwood Wealth Management, LLC
0.02%0.02%#23$32.8万3,983股$29.6万3,983股00.00%持仓不变
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#43$31.7万3,854股$14.5万1,957股+1,897股+96.93%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#40$31.2万3,791股$28.1万3,780股+11股+0.29%加仓
Betterment智能投顾Betterment LLC
<0.01%<0.01%#37$29.4万3,578股$23.0万3,089股+489股+15.83%加仓
IEQ资本IEQ CAPITAL, LLC
<0.01%#32$27.5万3,348股$00股+3,348股新买入
Strategic Investment Solutions, Inc. /IL
0.06%0.05%#18$24.4万2,967股$22.0万2,959股+8股+0.27%加仓
Independent Wealth Advisors LLC
0.21%#11$22.7万2,756股$00股+2,756股新买入
Legacy Capital Wealth Partners, LLC
0.04%#21$20.8万2,531股$00股+2,531股新买入
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.01%#27$20.7万2,513股$00股+2,513股新买入
Evanson Financial, LLC
0.01%#26$20.6万2,502股$00股+2,502股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#48$15.9万1,933股$6.4万874股+1,059股+121.17%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#44$14.1万1,715股$12.7万1,715股00.00%持仓不变
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
0.03%0.01%#22$13.9万1,693股$3.9万525股+1,168股+222.48%加仓
Signature Resources Capital Management, LLC
0.05%0.05%#19$12.3万1,500股$11.1万1,500股00.00%持仓不变
RAFFA WEALTH MANAGEMENT, LLC
0.02%#25$11.9万1,450股$00股+1,450股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#38$10.1万1,230股$00股+1,230股新买入
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%#36$8.2万1,000股$00股+1,000股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#34$7.4万896股$6.7万895股+1股+0.11%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#45$5.4万655股$4.1万555股+100股+18.02%加仓
AssetMarkASSETMARK, INC
<0.01%<0.01%#46$3.1万378股$2.8万378股00.00%持仓不变
Crews Bank & Trust
<0.01%<0.01%#29$2.7万325股$2.4万325股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%#50$2.6万317股$00股+317股新买入
花旗集团CITIGROUP INC
<0.01%<0.01%#49$1.1万138股$2,37832股+106股+331.25%加仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#47$1.1万137股$1.0万137股00.00%持仓不变
FIDUCIARY FINANCIAL ADVISORS
<0.01%#33$1.1万130股$00股+130股新买入
ELEVATE WEALTH ADVISORY, INC
<0.01%<0.01%#30$5,75670股$5,20170股00.00%持仓不变
Colonial Trust Co / SC
<0.01%<0.01%#35$4,60556股$4,16156股00.00%持仓不变

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