DFAE — Dimensional ETF Trust 机构持仓 · 2026年Q3

Name: 谁持有 DFAE？40 家机构、3.1 亿美元（2026年Q3）
Creator: ko.io

谁持有 Dimensional ETF Trust（DFAE）？2026年Q3（报告期截至 2026-09-30）共有 40 家机构在 SEC 13F 申报中报告持有，合计 3.12 亿美元。前几大持有机构：RVW Wealth, LLC（3,220.00 万美元）、Everhart Financial Group, Inc.（2,980.00 万美元）、Apella Capital, LLC（2,770.00 万美元）。

排名	机构	市值	股数	变动
1	RVW Wealth, LLC	$32.2M	819,234	减持
2	Everhart Financial Group, Inc.	$29.8M	757,265	增持
3	Apella Capital, LLC	$27.7M	698,801	增持
4	Pioneer Wealth Management Group	$27.6M	702,292	增持
5	Marquette Asset Management, LLC	$27.3M	695,001	减持
6	ECLECTIC ASSOCIATES INC /ADV	$20.4M	519,918	增持
7	COLLECTIVE FAMILY OFFICE LLC	$18.4M	468,685	增持
8	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$17.5M	445,108	减持
9	ROCKLAND TRUST CO	$11.8M	301,444	减持
10	Farther Finance Advisors, LLC	$11.1M	283,044	增持
11	Trinity Financial Advisors LLC	$10.8M	274,306	增持
12	Kure Advisory, LLC	$10.8M	274,047	减持
13	Towneley Capital Management, Inc / DE	$10.2M	258,253	减持
14	Great Waters Wealth Management	$7.2M	182,668	减持
15	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	$6.8M	172,081	增持
16	Ledgewood Wealth Advisors, LLC	$5.8M	147,473	减持
17	MOODY NATIONAL BANK TRUST DIVISION	$4.6M	118,144	增持
18	Emprise Bank	$3.8M	96,582	减持
19	Breakwater Capital Group	$3.7M	94,948	增持
20	Financial Symmetry Inc	$3.0M	77,271	减持
21	Exeter Financial, LLC	$2.9M	74,807	持平
22	Bullock Wealth Management Group	$2.8M	71,753	增持
23	CLUNE & ASSOCIATES, LTD.	$2.8M	70,004	减持
24	Versant Capital Management, Inc	$2.6M	67,154	减持
25	BAKER TILLY WEALTH MANAGEMENT, LLC	$1.9M	47,917	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30