DFEV — Dimensional ETF Trust 机构持仓 · 2026年Q3
谁持有 Dimensional ETF Trust(DFEV)?2026年Q3(报告期截至 2026-09-30)共有 18 家机构在 SEC 13F 申报中报告持有,合计 9,831.75 万美元。前几大持有机构:Marquette Asset Management, LLC(2,840.00 万美元)、Cambridge Financial Group, LLC(2,160.00 万美元)、Graves Light Lenhart Wealth, Inc.(1,410.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Marquette Asset Management, LLC | $28.4M | 670,713 | 减持 |
| 2 | Cambridge Financial Group, LLC | $21.6M | 505,917 | 持平 |
| 3 | Graves Light Lenhart Wealth, Inc. | $14.1M | 332,966 | 减持 |
| 4 | Apella Capital, LLC | $8.6M | 199,877 | 增持 |
| 5 | Breakwater Capital Group | $6.8M | 159,781 | 增持 |
| 6 | Farther Finance Advisors, LLC | $6.3M | 148,957 | 增持 |
| 7 | Versant Capital Management, Inc | $6.3M | 147,842 | 增持 |
| 8 | Valeo Financial Advisors, LLC | $3.7M | 87,469 | 新建仓 |
| 9 | BOS Asset Management, LLC | $1.2M | 29,376 | 增持 |
| 10 | CLUNE & ASSOCIATES, LTD. | $656,929 | 15,494 | 减持 |
| 11 | CYPRESS FINANCIAL PLANNING LLC | $361,375 | 8,523 | 减持 |
| 12 | Vilga Financial Planning LLC | $206,658 | 4,874 | 持平 |
| 13 | Bullock Wealth Management Group | $52,721 | 1,244 | 增持 |
| 14 | GoalVest Advisory LLC | $17,426 | 411 | 增持 |
| 15 | CX Institutional | $6,000 | 132 | 减持 |
| 16 | Rosenberg Matthew Hamilton | $4,494 | 106 | 持平 |
| 17 | CoreCap Advisors, LLC | $4,028 | 95 | 持平 |
| 18 | Venture Visionary Partners LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30