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 TRUSTDFLV
持有机构数
389
机构合计市值 (Q2 2026)
$55.04亿
机构合计股数 (Q2 2026)
1.39亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,773.5万股
246 · 49 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,349.1万股
134 · 26 清仓 · ≈
⚖️ 净额
+424.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$55.04亿
持有机构数
389
新买入
49
加仓
197
减仓
108
清仓
26
持股不变
35
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
Savant资本Savant Capital, LLC
2.97%3.56%#50$10.11亿2,548.6万股$7.36亿2,062.3万股+486.3万股+23.58%加仓
Root Financial 合伙人Root Financial Partners, LLC
7.24%5.19%#14$1.86亿471.4万股$1.12亿314.4万股+157.0万股+49.94%加仓
Vise科技Vise Technologies, Inc.
2.06%1.73%#71$1.82亿459.4万股$8,828.9万258.1万股+201.3万股+78.00%加仓
Cetera投资顾问Cetera Investment Advisers
0.16%0.14%#201$1.75亿442.4万股$1.31亿366.7万股+75.7万股+20.64%加仓
Foster Group, Inc.
4.21%4.31%#32$1.58亿400.4万股$1.45亿405.9万股-5.6万股-1.37%减仓
Truepoint, Inc.
2.76%2.86%#54$1.32亿334.3万股$1.28亿358.6万股-24.3万股-6.77%减仓
Corient私人财富Corient Private Wealth LLC
0.1%0.35%#223$1.31亿332.2万股$2.42亿677.0万股-344.8万股-50.92%减仓
MOSAIC FAMILY WEALTH PARTNERS, LLC
8.33%10.95%#9$1.24亿314.0万股$1.07亿299.5万股+14.5万股+4.84%加仓
Cerity合伙人Cerity Partners LLC
0.14%0.11%#207$1.14亿287.7万股$7,737.9万216.7万股+71.0万股+32.78%加仓
EP财富顾问EP Wealth Advisors, LLC
0.41%0.49%#143$1.08亿273.3万股$9,976.3万279.4万股-6.1万股-2.18%减仓
Pathstone控股Pathstone Holdings, LLC
0.3%0.36%#168$1.02亿258.7万股$9,118.6万255.4万股+3.3万股+1.29%加仓
Summit Financial Strategies, Inc.
6.89%6.78%#15$9,811.2万248.1万股$8,599.9万240.8万股+7.3万股+3.03%加仓
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.74%2.02%#114$9,244.0万233.8万股$1.64亿459.1万股-225.3万股-49.08%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.42%0.41%#141$9,143.0万231.2万股$7,824.2万219.1万股+12.1万股+5.54%加仓
HighTower顾问HighTower Advisors, LLC
0.09%0.08%#232$8,887.3万224.8万股$7,717.1万216.1万股+8.7万股+4.01%加仓
LPL金融LPL Financial LLC
0.02%0.02%#299$7,547.8万190.9万股$6,459.9万180.9万股+10.0万股+5.52%加仓
DiNuzzo Private Wealth, Inc.
6.88%6.94%#16$6,952.0万175.8万股$6,443.5万180.4万股-4.6万股-2.56%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.02%0.02%#291$6,195.9万156.7万股$5,227.2万146.4万股+10.3万股+7.05%加仓
Apella资本Apella Capital, LLC
0.86%0.81%#107$6,126.0万153.6万股$5,470.8万146.5万股+7.1万股+4.87%加仓
Quent Capital, LLC
3.7%3.74%#40$6,068.6万153.5万股$5,269.6万147.6万股+5.9万股+4.01%加仓
Index Fund Advisors, Inc.
2.27%2.2%#64$5,717.6万144.6万股$4,886.4万136.8万股+7.8万股+5.68%加仓
PHILLIPS FINANCIAL MANAGEMENT, LLC
3.95%3.66%#38$5,392.9万136.4万股$5,042.1万141.2万股-4.8万股-3.40%减仓
Mather集团MATHER GROUP, LLC.
0.44%0.44%#139$5,060.3万128.0万股$4,445.6万124.5万股+3.5万股+2.80%加仓
MarinerMariner, LLC
0.04%0.05%#264$4,261.4万107.8万股$4,056.3万113.6万股-5.8万股-5.12%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.03%#280$4,178.6万105.7万股$00股+105.7万股新买入
ECLECTIC ASSOCIATES INC /ADV
4.65%3.17%#26$4,082.9万103.3万股$2,391.4万67.0万股+36.3万股+54.17%加仓
Diversified Portfolios, Inc.
2.94%2.69%#51$4,052.2万102.5万股$3,272.6万91.6万股+10.8万股+11.83%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#356$4,051.9万102.5万股$3,422.6万95.8万股+6.6万股+6.92%加仓
Destiny Wealth Partners, LLC
5.46%3.96%#20$4,021.4万98.9万股$3,624.3万101.5万股-2.6万股-2.60%减仓
Team Hewins, LLC
10.12%10.02%#5$3,698.5万93.5万股$3,372.4万94.4万股-8,994股-0.95%减仓
GREAT OAK CAPITAL PARTNERS, LLC
7.99%7.82%#12$3,698.4万92.3万股$3,361.5万91.4万股+9,267股+1.01%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.31%0.33%#161$3,653.3万92.4万股$3,345.2万93.7万股-1.3万股-1.37%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#322$3,639.2万92.0万股$2,801.8万78.5万股+13.6万股+17.30%加仓
Tumwater Wealth Management, LLC
12.97%12.85%#3$3,585.6万90.7万股$3,195.7万89.5万股+1.2万股+1.33%加仓
Linscomb Wealth, Inc.
1.49%1.33%#85$3,427.9万86.7万股$2,992.7万83.8万股+2.9万股+3.45%加仓
EnRich Financial Partners LLC
8.01%8.6%#11$3,371.1万85.3万股$3,243.1万90.8万股-5.6万股-6.12%减仓
Betterment智能投顾Betterment LLC
0.06%0.05%#250$3,335.1万84.3万股$2,896.7万81.1万股+3.2万股+3.98%加仓
Acropolis Investment Management, LLC
1.44%1.43%#86$3,238.3万90.7万股$3,238.3万90.7万股00.00%持仓不变
Wescott Financial Advisory Group, LLC
2.46%2.39%#58$3,172.7万80.2万股$2,722.0万76.2万股+4.0万股+5.27%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.05%0.05%#254$3,148.8万78.7万股$2,460.7万68.6万股+10.1万股+14.72%加仓
Tilson Financial Group, Inc.
8.57%8.37%#8$3,117.8万78.9万股$2,790.2万78.1万股+7,179股+0.92%加仓
Fort Vancouver Investment Management, LLC
14.32%14.18%#2$3,065.7万77.5万股$2,791.9万78.2万股-6,504股-0.83%减仓
Lakeshore Financial Planning, Inc.
9.76%12.06%#7$3,033.2万76.7万股$3,326.7万93.2万股-16.4万股-17.66%减仓
WPWealth LLP
4.43%4.51%#29$2,983.3万75.4万股$2,948.5万82.6万股-7.1万股-8.62%减仓
ACORN CREEK CAPITAL LLC
9.88%10.09%#6$2,955.6万74.8万股$2,825.9万79.1万股-4.4万股-5.54%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#328$2,913.7万73.7万股$2,198.1万61.6万股+12.1万股+19.71%加仓
TOBIAS FINANCIAL ADVISORS, INC.
3.59%3.44%#41$2,827.2万71.5万股$2,468.2万69.1万股+2.4万股+3.45%加仓
VeraBank, N.A.
4.65%3.62%#25$2,809.6万71.1万股$1,978.7万55.4万股+15.6万股+28.24%加仓
STAGE HARBOR FINANCIAL, LLC
16.08%15.8%#1$2,783.5万70.4万股$2,382.5万66.7万股+3.7万股+5.51%加仓
Wealth Architects, LLC
2.14%2.22%#66$2,715.7万68.7万股$2,488.1万69.7万股-9,928股-1.42%减仓

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