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

谁持有 Dimensional ETF Trust(DFUV)?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 2.41 亿美元。前几大持有机构:Apella Capital, LLC(5,950.00 万美元)、Clune & Associates, Ltd.(5,370.00 万美元)、Farther Finance Advisors, LLC(3,170.00 万美元)。

排名机构市值股数变动
1Apella Capital, LLC$59.5M1.1M增持
2CLUNE & ASSOCIATES, LTD.$53.7M976,097增持
3Farther Finance Advisors, LLC$31.7M577,232减持
4Graves Light Lenhart Wealth, Inc.$23.4M425,611增持
5JUNCTURE WEALTH STRATEGIES, LLC$17.5M318,553减持
6RTD Financial Advisors, Inc.$11.9M216,414减持
7Versant Capital Management, Inc$11.2M203,873增持
8BAKER TILLY WEALTH MANAGEMENT, LLC$8.8M160,433减持
9Sprinkle Financial Consultants LLC$8.6M156,958减持
10Valeo Financial Advisors, LLC$1.9M35,291增持
11BANNERMAN WEALTH MANAGEMENT GROUP, LLC$1.4M25,514持平
12Wealth Enhancement Trust Services, Inc.$1.1M19,548减持
13Arbor Wealth Advisors LLC$989,23017,986持平
14FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$885,11516,093减持
15COLLECTIVE FAMILY OFFICE LLC$762,68513,867持平
16WoodTrust Financial Corp$727,00013,215持平
17Williams & Novak, LLC$693,44812,608增持
18Wedmont Private Capital$666,40111,971增持
19Towneley Capital Management, Inc / DE$558,70510,158增持
20Gradient Investments LLC$518,4859,427持平
21Venture Visionary Partners LLC$456,1768,294增持
22Montz Harcus Wealth Management LLC$447,4108,135增持
23Ridgewood Investments LLC$432,0307,855增持
24Stonebridge Financial Group, LLC$327,4705,954持平
25BOS Asset Management, LLC$323,4555,881持平

来源:SEC 13F 申报文件 · 截至 2026-09-30