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

Name: 谁持有 DFUS？35 家机构、7 亿美元（2026年Q3）
Creator: ko.io

谁持有 Dimensional ETF Trust（DFUS）？2026年Q3（报告期截至 2026-09-30）共有 35 家机构在 SEC 13F 申报中报告持有，合计 6.99 亿美元。前几大持有机构：Great Waters Wealth Management（2.59 亿美元）、Apella Capital, LLC（1.83 亿美元）、Intelligence Driven Advisers, LLC（1.07 亿美元）。

排名	机构	市值	股数	变动
1	Great Waters Wealth Management	$258.6M	3.1M	增持
2	Apella Capital, LLC	$182.5M	2.2M	减持
3	Intelligence Driven Advisers, LLC	$107.4M	1.3M	增持
4	Farther Finance Advisors, LLC	$67.1M	808,133	增持
5	Trinity Financial Advisors LLC	$25.1M	301,875	减持
6	Mendota Financial Group, LLC	$22.7M	273,353	减持
7	Gradient Investments LLC	$6.2M	74,546	减持
8	CLUNE & ASSOCIATES, LTD.	$5.4M	65,296	增持
9	BAKER TILLY WEALTH MANAGEMENT, LLC	$5.3M	64,161	减持
10	Cambridge Financial Group, LLC	$2.6M	31,693	持平
11	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$1.8M	21,090	减持
12	Valeo Financial Advisors, LLC	$1.5M	17,682	持平
13	Venture Visionary Partners LLC	$1.3M	15,813	新建仓
14	Montz Harcus Wealth Management LLC	$1.2M	14,485	增持
15	Everhart Financial Group, Inc.	$1.2M	14,334	增持
16	Williams & Novak, LLC	$1.1M	13,689	增持
17	Shira Ridge Wealth Management	$1.0M	12,060	减持
18	Wealth Enhancement Trust Services, Inc.	$967,881	11,657	减持
19	Towneley Capital Management, Inc / DE	$819,793	9,873	减持
20	Avidian Wealth Enterprises, LLC	$813,925	9,803	增持
21	Sincerus Advisory, LLC	$778,241	9,373	增持
22	Ridgewood Investments LLC	$483,134	5,819	增持
23	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$468,455	5,642	持平
24	Global Wealth Strategies & Associates	$393,931	4,744	新建仓
25	Versant Capital Management, Inc	$386,329	4,653	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30