Evanson Financial, LLC: 13F holdings
CIK 21402352026Q2
| Positions | 325 |
|---|---|
| Reported value | $2.0bn |
| Filed | 2026-07-07 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3,978,431 | $176.5m | 8.7% |
| VBIL VANGUARD INSTL INDEX FD | 2,015,129 | $152.5m | 7.5% |
| PHYS SPROTT ASSET MANAGEMENT LP | 3,598,792 | $108.6m | 5.4% |
| DIMENSIONAL ETF TRUST | 1,217,796 | $100.3m | 5.0% |
| DFAX DIMENSIONAL ETF TRUST | 2,274,985 | $83.8m | 4.1% |
| AAPL APPLE INC | 269,895 | $78.1m | 3.9% |
| DFIV DIMENSIONAL ETF TRUST | 1,430,696 | $77.3m | 3.8% |
| DFUS DIMENSIONAL ETF TRUST | 930,248 | $76.2m | 3.8% |
| DIMENSIONAL ETF TRUST | 1,090,019 | $76.2m | 3.8% |
| YM=F DIMENSIONAL ETF TRUST | 1,317,420 | $72.5m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2140235")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.