DFIS — Dimensional ETF Trust 机构持仓 · 2026年Q3
谁持有 Dimensional ETF Trust(DFIS)?2026年Q3(报告期截至 2026-09-30)共有 14 家机构在 SEC 13F 申报中报告持有,合计 7,149.84 万美元。前几大持有机构:Eclectic Associates Inc(2,270.00 万美元)、Clune & Associates, Ltd.(1,930.00 万美元)、Apella Capital, LLC(1,100.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | ECLECTIC ASSOCIATES INC /ADV | $22.7M | 625,531 | 增持 |
| 2 | CLUNE & ASSOCIATES, LTD. | $19.3M | 533,072 | 增持 |
| 3 | Apella Capital, LLC | $11.0M | 307,644 | 增持 |
| 4 | COLLECTIVE FAMILY OFFICE LLC | $9.2M | 253,912 | 增持 |
| 5 | Trinity Financial Advisors LLC | $5.6M | 155,467 | 增持 |
| 6 | Farther Finance Advisors, LLC | $2.3M | 62,762 | 增持 |
| 7 | Everhart Financial Group, Inc. | $725,046 | 20,012 | 增持 |
| 8 | CX Institutional | $336,000 | 9,280 | 增持 |
| 9 | BAKER TILLY WEALTH MANAGEMENT, LLC | $309,337 | 8,538 | 增持 |
| 10 | Trust Co | $11,630 | 321 | 持平 |
| 11 | CoreCap Advisors, LLC | $6,986 | 192 | 减持 |
| 12 | GAMMA Investing LLC | $6,087 | 168 | 持平 |
| 13 | Versant Capital Management, Inc | $870 | 24 | 持平 |
| 14 | Rosenberg Matthew Hamilton | $761 | 21 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30