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

谁持有 Dimensional ETF Trust(DFSD)?2026年Q3(报告期截至 2026-09-30)共有 21 家机构在 SEC 13F 申报中报告持有,合计 5.39 亿美元。前几大持有机构:Apella Capital, LLC(2.72 亿美元)、Great Waters Wealth Management(9,830.00 万美元)、Eclectic Associates Inc(4,060.00 万美元)。

排名机构市值股数变动
1Apella Capital, LLC$272.0M5.8M增持
2Great Waters Wealth Management$98.3M2.1M增持
3ECLECTIC ASSOCIATES INC /ADV$40.6M873,006增持
4Farther Finance Advisors, LLC$29.0M624,004增持
5MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$25.8M555,735减持
6CLUNE & ASSOCIATES, LTD.$20.3M437,367减持
7Shira Ridge Wealth Management$14.9M321,666增持
8Friday Financial$14.8M318,461增持
9BOS Asset Management, LLC$6.6M142,824增持
10CogentBlue Wealth Advisors, LLC$5.1M109,766增持
11Graves Light Lenhart Wealth, Inc.$3.3M71,240减持
12BAKER TILLY WEALTH MANAGEMENT, LLC$3.2M68,711增持
13CYPRESS FINANCIAL PLANNING LLC$1.4M30,020增持
14Williams & Novak, LLC$871,62918,756增持
15Financial Symmetry Inc$789,93016,998减持
16Nautilus Advisors LLC$609,91813,124减持
17Venture Visionary Partners LLC$309,3646,657持平
18Acropolis Investment Management, LLC$293,4716,315新建仓
19Ballew Advisors, Inc$247,4805,321新建仓
20CX Institutional$00清仓
21Pioneer Wealth Management Group$00清仓

来源:SEC 13F 申报文件 · 截至 2026-09-30