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 |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $272.0M | 5.8M | 增持 |
| 2 | Great Waters Wealth Management | $98.3M | 2.1M | 增持 |
| 3 | ECLECTIC ASSOCIATES INC /ADV | $40.6M | 873,006 | 增持 |
| 4 | Farther Finance Advisors, LLC | $29.0M | 624,004 | 增持 |
| 5 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $25.8M | 555,735 | 减持 |
| 6 | CLUNE & ASSOCIATES, LTD. | $20.3M | 437,367 | 减持 |
| 7 | Shira Ridge Wealth Management | $14.9M | 321,666 | 增持 |
| 8 | Friday Financial | $14.8M | 318,461 | 增持 |
| 9 | BOS Asset Management, LLC | $6.6M | 142,824 | 增持 |
| 10 | CogentBlue Wealth Advisors, LLC | $5.1M | 109,766 | 增持 |
| 11 | Graves Light Lenhart Wealth, Inc. | $3.3M | 71,240 | 减持 |
| 12 | BAKER TILLY WEALTH MANAGEMENT, LLC | $3.2M | 68,711 | 增持 |
| 13 | CYPRESS FINANCIAL PLANNING LLC | $1.4M | 30,020 | 增持 |
| 14 | Williams & Novak, LLC | $871,629 | 18,756 | 增持 |
| 15 | Financial Symmetry Inc | $789,930 | 16,998 | 减持 |
| 16 | Nautilus Advisors LLC | $609,918 | 13,124 | 减持 |
| 17 | Venture Visionary Partners LLC | $309,364 | 6,657 | 持平 |
| 18 | Acropolis Investment Management, LLC | $293,471 | 6,315 | 新建仓 |
| 19 | Ballew Advisors, Inc | $247,480 | 5,321 | 新建仓 |
| 20 | CX Institutional | $0 | 0 | 清仓 |
| 21 | Pioneer Wealth Management Group | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30