DFNM — Dimensional ETF Trust 机构持仓 · 2026年Q3
谁持有 Dimensional ETF Trust(DFNM)?2026年Q3(报告期截至 2026-09-30)共有 12 家机构在 SEC 13F 申报中报告持有,合计 1.41 亿美元。前几大持有机构:Apella Capital, LLC(7,790.00 万美元)、Graves Light Lenhart Wealth, Inc.(2,820.00 万美元)、Collective Family Office LLC(1,610.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $77.9M | 1.7M | 增持 |
| 2 | Graves Light Lenhart Wealth, Inc. | $28.2M | 612,276 | 增持 |
| 3 | COLLECTIVE FAMILY OFFICE LLC | $16.1M | 348,740 | 增持 |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $8.3M | 181,363 | 减持 |
| 5 | Friday Financial | $3.0M | 65,899 | 增持 |
| 6 | Farther Finance Advisors, LLC | $2.7M | 59,157 | 增持 |
| 7 | Hiley Hunt Wealth Management | $2.4M | 52,074 | 增持 |
| 8 | CogentBlue Wealth Advisors, LLC | $1.1M | 24,232 | 减持 |
| 9 | JP Wealth Management, Inc. | $776,526 | 16,870 | 持平 |
| 10 | Iowa State Bank | $518,804 | 11,271 | 持平 |
| 11 | Roth Financial Partners LLC | $341,312 | 7,415 | 新建仓 |
| 12 | Pioneer Wealth Management Group | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30