Evanson Financial
$2.0B 13F equity value
325 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 3,978,431 | $176M | 8.6% |
| VBIL | VANGUARD INSTL INDEX FD | 2,015,129 | $153M | 7.5% |
| PHYS | SPROTT ASSET MANAGEMENT LP | 3,598,792 | $109M | 5.3% |
| DFAS | DIMENSIONAL ETF TRUST | 1,217,796 | $100M | 4.9% |
| DFAX | DIMENSIONAL ETF TRUST | 2,274,985 | $84M | 4.1% |
| AAPL | APPLE INC | 269,895 | $78M | 3.8% |
| DFIV | DIMENSIONAL ETF TRUST | 1,430,696 | $77M | 3.8% |
| DFUS | DIMENSIONAL ETF TRUST | 930,248 | $76M | 3.7% |
| DFAT | DIMENSIONAL ETF TRUST | 1,090,019 | $76M | 3.7% |
| DFUV | DIMENSIONAL ETF TRUST | 1,317,420 | $72M | 3.5% |
Track Evanson Financial's 13F portfolio: $2.0B in reported holdings, 325 positions. Top holdings and quarterly changes on SentiSense.
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