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

Name: 谁持有 DFAT？39 家机构、3.7 亿美元（2026年Q3）
Creator: ko.io

谁持有 Dimensional ETF Trust（DFAT）？2026年Q3（报告期截至 2026-09-30）共有 39 家机构在 SEC 13F 申报中报告持有，合计 3.73 亿美元。前几大持有机构：Apella Capital, LLC（1.37 亿美元）、Great Waters Wealth Management（6,260.00 万美元）、Conrad Siegel Investment Advisors, Inc.（2,960.00 万美元）。

排名	机构	市值	股数	变动
1	Apella Capital, LLC	$137.2M	2.0M	减持
2	Great Waters Wealth Management	$62.6M	942,310	增持
3	Conrad Siegel Investment Advisors, Inc.	$29.6M	445,301	减持
4	Cambridge Financial Group, LLC	$28.4M	405,762	持平
5	ECLECTIC ASSOCIATES INC /ADV	$24.9M	375,128	增持
6	Farther Finance Advisors, LLC	$22.1M	332,689	增持
7	Pioneer Wealth Management Group	$11.5M	172,602	增持
8	BAKER TILLY WEALTH MANAGEMENT, LLC	$11.2M	169,169	减持
9	JUNCTURE WEALTH STRATEGIES, LLC	$9.1M	137,257	增持
10	CogentBlue Wealth Advisors, LLC	$5.6M	84,613	减持
11	CLUNE & ASSOCIATES, LTD.	$5.3M	79,223	减持
12	RTD Financial Advisors, Inc.	$4.9M	74,049	减持
13	ELEVATION WEALTH PARTNERS, LLC	$2.7M	40,436	增持
14	Olistico Wealth, LLC	$2.1M	31,601	增持
15	Versant Capital Management, Inc	$1.7M	26,016	增持
16	BOS Asset Management, LLC	$1.6M	24,024	减持
17	Wealth Enhancement Trust Services, Inc.	$1.5M	22,171	减持
18	Avidian Wealth Enterprises, LLC	$1.3M	19,777	减持
19	Wedmont Private Capital	$1.1M	16,687	增持
20	Nautilus Advisors LLC	$982,296	14,785	减持
21	Financial Symmetry Inc	$863,199	12,992	增持
22	WoodTrust Financial Corp	$854,000	12,851	持平
23	Vilga Financial Planning LLC	$795,287	11,970	持平
24	Shira Ridge Wealth Management	$786,058	11,831	减持
25	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$783,128	11,787	持平

来源：SEC 13F 申报文件 · 截至 2026-09-30