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DIMENSION CAPITAL MANAGEMENT LLC

Q2 2026 13F filing

Updated 27 days ago

141 disclosed positions worth $853.5M

Portfolio value
$853.5M
Total holdings
141
New positions
21
Closed positions
3
Increased
43
Decreased
18
Turnover
17.0%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

B
1.BLK

ISHARES TR

+20.2%
Value
$158.6M
Shares
1.01M
% Port
18.59%
S
2.SPY

STATE STR SPDR S&P 500 ETF T

+1.2%
Value
$132.4M
Shares
177.3K
% Port
15.51%
G
3.GLD

SPDR GOLD TR

+0.6%
Value
$60.2M
Shares
163.3K
% Port
7.05%
S

SPDR SERIES TRUST

-4.3%
Value
$39.5M
Shares
431.1K
% Port
4.63%
E

ISHARES TR

+1.3%
Value
$34.1M
Shares
229.8K
% Port
3.99%
I
6.IVZ

INVESCO EXCHANGE TRADED FD T

-1.3%
Value
$27.1M
Shares
127.5K
% Port
3.18%
?
7.N/A

EXCHANGE LISTED FDS TR

+20.0%
Value
$25.5M
Shares
846.0K
% Port
2.98%
Q
8.QQQ

INVESCO QQQ TR

+0.1%
Value
$22.3M
Shares
30.3K
% Port
2.62%
E

ISHARES TR

+0.2%
Value
$21.9M
Shares
72.7K
% Port
2.56%
J

BARCLAYS BANK PLC

-1.4%
Value
$20.9M
Shares
478.9K
% Port
2.45%
E
11.ETHA

ISHARES TR

+0.4%
Value
$18.1M
Shares
264.9K
% Port
2.12%
E
12.ETHA

ISHARES TR

+0.8%
Value
$17.8M
Shares
23.8K
% Port
2.09%
B
13.BCSF

BAIN CAP SPECIALTY FIN INC

+2.4%
Value
$15.7M
Shares
1.25M
% Port
1.84%
E
14.ETHA

ISHARES TR

+1.0%
Value
$15.5M
Shares
149.1K
% Port
1.81%
?
15.N/A

ISHARES TR

+3731.9%
Value
$12.9M
Shares
140.4K
% Port
1.51%
V
16.VGES

VANGUARD INTL EQUITY INDEX F

+0.0%
Value
$10.9M
Shares
123.6K
% Port
1.28%
K

KKR REAL ESTATE FIN TR INC

Value
$10.9M
Shares
1.59M
% Port
1.27%
A
18.AMZN

AMAZON COM INC

+12.1%
Value
$9.8M
Shares
41.2K
% Port
1.15%
N

NEW MTN FIN CORP

+5.8%
Value
$8.8M
Shares
1.22M
% Port
1.03%
E
20.ETHA

ISHARES TR

Unchanged
Value
$8.7M
Shares
35.9K
% Port
1.02%
B
21.BBDC

BARINGS BDC INC

+3.6%
Value
$8.7M
Shares
1.02M
% Port
1.02%
E
22.ETHA

ISHARES TR

Unchanged
Value
$8.5M
Shares
161.5K
% Port
0.99%
E
23.ETHA

ISHARES TR

+299.4%
Value
$8M
Shares
64.4K
% Port
0.94%
M
24.MSFT

MICROSOFT CORP

+65.8%
Value
$7.8M
Shares
21.0K
% Port
0.92%
S
25.SGRY

SURGERY PARTNERS INC

-15.1%
Value
$7.6M
Shares
450.6K
% Port
0.89%
E
26.ETHA

ISHARES TR

-3.6%
Value
$7.2M
Shares
76.4K
% Port
0.85%
?
27.N/A

SMARTRENT INC

+415.4%
Value
$7.1M
Shares
5.97M
% Port
0.83%
F
28.FPF

FIRST TR EXCHANGE-TRADED FD

+2236.8%
Value
$7M
Shares
160.7K
% Port
0.82%
?
29.N/A

TPG RE FIN TR INC

+0.5%
Value
$6.1M
Shares
724.3K
% Port
0.71%
M

MORGAN STANLEY

Unchanged
Value
$5.5M
Shares
26.3K
% Port
0.64%
A
31.AAPL

APPLE INC

+0.3%
Value
$4.7M
Shares
16.1K
% Port
0.54%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$4.5M
Shares
6
% Port
0.53%
S

SPDR SERIES TRUST

Unchanged
Value
$4.4M
Shares
28.0K
% Port
0.52%
B

BERKSHIRE HATHAWAY INC DEL

+1.5%
Value
$4.4M
Shares
8.8K
% Port
0.52%
E
35.ETHA

ISHARES TR

Value
$3.3M
Shares
32.4K
% Port
0.38%
E
36.ETHA

ISHARES INC

Value
$3.3M
Shares
16.1K
% Port
0.38%
G

ALPHABET INC

+0.2%
Value
$3.1M
Shares
8.9K
% Port
0.37%
S

SELECT SECTOR SPDR TR

+10.9%
Value
$3.1M
Shares
58.2K
% Port
0.37%
F
39.FNV

FRANCO NEV CORP

Unchanged
Value
$3M
Shares
14.3K
% Port
0.35%
G
40.GLBE

GLOBAL E ONLINE LTD

Unchanged
Value
$2.9M
Shares
82.7K
% Port
0.34%
M
41.META

META PLATFORMS INC

-2.6%
Value
$2.8M
Shares
5.0K
% Port
0.33%
E
42.ETHA

ISHARES TR

Unchanged
Value
$2.8M
Shares
54.2K
% Port
0.32%
G

ALPHABET INC

+3.3%
Value
$2.4M
Shares
6.8K
% Port
0.29%
C
44.CIB

GRUPO CIBEST SA

Value
$2.3M
Shares
100.0K
% Port
0.27%
S
45.SBAC

UDR INC

-16.4%
Value
$2.2M
Shares
54.9K
% Port
0.26%
?
46.N/A

BOBS DISC FURNITURE INC

Value
$2.1M
Shares
132.6K
% Port
0.25%
N
47.NVDA

NVIDIA CORPORATION

+8.1%
Value
$2.1M
Shares
10.3K
% Port
0.24%
V
48.VGES

VANGUARD INDEX FDS

Unchanged
Value
$1.9M
Shares
6.3K
% Port
0.22%
?
49.N/A

DBX ETF TR

Unchanged
Value
$1.7M
Shares
30.3K
% Port
0.19%
S

SELECT SECTOR SPDR TR

+20.3%
Value
$1.4M
Shares
7.4K
% Port
0.16%