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证券记录 · 已归档季度

DFAC

Dimensional - US Core Equity 2 ETF · Financial Services · Asset Management

45.54 +0.2% 市值 $48.54B 报价延迟(FMP) · 截至 Aug 25 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
58被追踪持有人
+1Δ持有人
220.44M持有股份
$8.57B报告持仓市值
+4新建仓位
−3清仓
Stable 确信度评分 57/100 6 被追踪股份持续上升的季度数 ●●●●●● 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +1.8% · 股份流向 +2.0% · 净新建仓位 +1.7%公式
广泛积累 — 持股数量上升且持有人增多

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q1 2026

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
Q2 2026 64 +7 233.35M $10.35B +7
Q1 2026 58 +1 220.44M $8.57B +4 −3
Q4 2025 57 -1 216.23M $8.56B −1
Q3 2025 8 0 7.15M $275.67M
Q2 2025 6 0 1.29M $46.25M +1 −1
Q1 2025 3 +1 531.46K $17.53M +1
Q4 2024 2 +1 328.01K $11.35M +1
Q3 2024 1 -3 193.51K $6.64M −3
Q2 2024 4 258.15K $8.32M
持有人数量
持有人 · Q1 2026
#管理人股份Δ股份价值其权重持有
1 Mercer Global Advisors Inc /Adv 70.29M +9.2% $2.73B 4.0% ▲ Add 2 SEC ↗
2 Focus Partners Wealth 42.58M -0.3% $1.66B 1.8% ▼ Trim 2 SEC ↗
3 LPL Financial LLC 17.51M -1.3% $680.32M 0.2% ▼ Trim 2 SEC ↗
4 Envestnet Asset Management Inc 13.26M +9.7% $515.27M 0.1% ▲ Add 2 SEC ↗
5 Commonwealth Equity Services, Llc 8.34M +4.8% $324.00M 0.5% ▲ Add 2 SEC ↗
6 Bank Of America Corp /De/ 5.87M +10.1% $228.15M 0.0% ▲ Add 2 SEC ↗
7 Bank Of America Corp /De/ 5.87M +10.1% $228.15M 0.0% ▲ Add 2 SEC ↗
8 Bank Of America Corp /De/ 5.87M +10.1% $228.15M 0.0% ▲ Add 2 SEC ↗
9 HighTower Advisors, LLC 5.43M -5.3% $211.15M 0.2% ▼ Trim 2 SEC ↗
10 Raymond James Financial Inc 4.61M +1.2% $179.20M 0.1% ▲ Add 2 SEC ↗
11 Raymond James Financial Inc 4.61M +1.2% $179.20M 0.1% ▲ Add 2 SEC ↗
12 Raymond James Financial Inc 4.61M +1.2% $179.20M 0.1% ▲ Add 2 SEC ↗
13 Cerity Partners LLC 4.46M +11.7% $173.42M 0.2% ▲ Add 2 SEC ↗
14 Cerity Partners LLC 4.46M +11.7% $173.42M 0.2% ▲ Add 2 SEC ↗
15 Baird Financial Group, Inc. 4.41M -4.9% $171.53M 0.3% ▼ Trim 2 SEC ↗
16 Corient Private Wealth LP 4.21M -53.4% $163.43M 0.2% ▼ Trim 2 SEC ↗
17 Mariner, LLC 4.12M +9.4% $160.02M 0.2% ▲ Add 2 SEC ↗
18 Mariner, LLC 4.12M +9.4% $160.02M 0.2% ▲ Add 2 SEC ↗
19 Mariner, LLC 4.12M +9.4% $160.02M 0.2% ▲ Add 2 SEC ↗
20 Financial Engines Advisors L.L.C. 3.11M +1.4% $120.80M 0.2% ▲ Add 2 SEC ↗
21 Royal Bank Of Canada 3.02M -2.9% $117.32M 0.0% ▼ Trim 2 SEC ↗
22 Royal Bank Of Canada 3.02M -2.9% $117.32M 0.0% ▼ Trim 2 SEC ↗
23 Royal Bank Of Canada 3.02M -2.9% $117.32M 0.0% ▼ Trim 2 SEC ↗
24 Royal Bank Of Canada 3.02M -2.9% $117.32M 0.0% ▼ Trim 2 SEC ↗
25 Royal Bank Of Canada 3.02M -2.9% $117.32M 0.0% ▼ Trim 2 SEC ↗
26 Wealth Enhancement Advisory… 2.98M -31.4% $116.90M 0.3% ▼ Trim 2 SEC ↗
27 Creative Planning 2.76M +14.2% $107.26M 0.1% ▲ Add 2 SEC ↗
28 Assetmark, Inc 2.29M 0.0% $88.97M 0.2% ▲ Add 2 SEC ↗
29 Osaic Holdings, Inc. 2.27M -37.2% $88.28M 0.1% ▼ Trim 2 SEC ↗
30 Osaic Holdings, Inc. 2.27M -37.2% $88.28M 0.1% ▼ Trim 2 SEC ↗
31 Osaic Holdings, Inc. 2.27M -37.2% $88.28M 0.1% ▼ Trim 2 SEC ↗
32 AQR Capital Management 2.18M +44.3% $84.56M 0.0% ▲ Add 8 SEC ↗
33 Cetera Investment Advisers 1.87M +0.5% $72.65M 0.1% ▲ Add 2 SEC ↗
34 JPMorgan Chase 1.90M +9.4% $71.96M 0.0% ▲ Add 3 SEC ↗
35 JPMorgan Chase 1.90M +9.4% $71.96M 0.0% ▲ Add 3 SEC ↗
36 JPMorgan Chase 1.90M +9.4% $71.96M 0.0% ▲ Add 3 SEC ↗
37 JPMorgan Chase 1.90M +9.4% $71.96M 0.0% ▲ Add 3 SEC ↗
38 UBS Group AG 1.68M +21.8% $65.22M 0.0% ▲ Add 2 SEC ↗
39 UBS Group AG 1.68M +21.8% $65.22M 0.0% ▲ Add 2 SEC ↗
40 Fifth Third Bancorp 1.63M +3357.8% $63.42M 0.1% ▲ Add 2 SEC ↗
41 UBS AM, a distinct business unit of… 1.10M 新增 $42.75M 0.0% New 1 SEC ↗
42 Quantinno Capital Management LP 1.01M +28.8% $39.09M 0.1% ▲ Add 2 SEC ↗
43 Mml Investors Services, Llc 875.49K -10.5% $34.02M 0.1% ▼ Trim 2 SEC ↗
44 Truist Financial Corp 834.41K +0.8% $32.43M 0.0% ▲ Add 2 SEC ↗
45 Truist Financial Corp 834.41K +0.8% $32.43M 0.0% ▲ Add 2 SEC ↗
46 Captrust Financial Advisors 830.07K -1.1% $32.25M 0.1% ▼ Trim 2 SEC ↗
47 Northwestern Mutual Wealth… 633.48K +8.3% $24.62M 0.0% ▲ Add 2 SEC ↗
48 Morgan Stanley 573.13K +13.4% $22.27M 0.0% ▲ Add 3 SEC ↗
49 Morgan Stanley 573.13K +13.4% $22.27M 0.0% ▲ Add 3 SEC ↗
50 Morgan Stanley 573.13K +13.4% $22.27M 0.0% ▲ Add 3 SEC ↗
51 Morgan Stanley 573.13K +13.4% $22.27M 0.0% ▲ Add 3 SEC ↗
52 Stifel Financial Corp 494.58K +1.5% $19.22M 0.0% ▲ Add 2 SEC ↗
53 Stifel Financial Corp 494.58K +1.5% $19.22M 0.0% ▲ Add 2 SEC ↗
54 Stifel Financial Corp 494.58K +1.5% $19.22M 0.0% ▲ Add 2 SEC ↗
55 Cwm, Llc 434.84K -26.9% $16.90M 0.0% ▼ Trim 2 SEC ↗
56 Fidelity (FMR) 432.07K +16.1% $16.79M 0.0% ▲ Add 4 SEC ↗
57 Fidelity (FMR) 432.07K +16.1% $16.79M 0.0% ▲ Add 4 SEC ↗
58 Rockefeller Capital Management L.P. 430.02K +6.8% $16.71M 0.0% ▲ Add 2 SEC ↗
59 Rockefeller Capital Management L.P. 430.02K +6.8% $16.71M 0.0% ▲ Add 2 SEC ↗
60 Rockefeller Capital Management L.P. 430.02K +6.8% $16.71M 0.0% ▲ Add 2 SEC ↗
61 Citigroup Inc 248.73K +39.9% $9.67M 0.0% ▲ Add 2 SEC ↗
62 Citigroup Inc 248.73K +39.9% $9.67M 0.0% ▲ Add 2 SEC ↗
63 Sei Investments Co 246.85K +33.1% $9.59M 0.0% ▲ Add 2 SEC ↗
64 BlackRock (被动) 210.43K +208.7% $8.18M 0.0% ▲ Add 4 SEC ↗
65 BlackRock (被动) 210.43K +208.7% $8.18M 0.0% ▲ Add 4 SEC ↗
66 Wells Fargo & Company/Mn 201.72K -9.1% $7.84M 0.0% ▼ Trim 2 SEC ↗
67 Wells Fargo & Company/Mn 201.72K -9.1% $7.84M 0.0% ▼ Trim 2 SEC ↗
68 Brown Advisory Inc 197.72K +16.7% $7.68M 0.0% ▲ Add 2 SEC ↗
69 Jones Financial Companies Lllp 163.71K +82.0% $6.22M 0.0% ▲ Add 2 SEC ↗
70 Northern Trust Corp 139.88K -1.4% $5.44M 0.0% ▼ Trim 2 SEC ↗
71 Northern Trust Corp 139.88K -1.4% $5.44M 0.0% ▼ Trim 2 SEC ↗
72 Qube Research & Technologies Ltd 99.91K -43.9% $3.88M 0.0% ▼ Trim 2 SEC ↗
73 Renaissance Technologies 96.80K 新增 $3.76M 0.0% New 1 SEC ↗
74 Pnc Financial Services Group, Inc. 72.87K +37.3% $2.83M 0.0% ▲ Add 2 SEC ↗
75 Pnc Financial Services Group, Inc. 72.87K +37.3% $2.83M 0.0% ▲ Add 2 SEC ↗
76 Us Bancorp \De\ 65.27K +20.7% $2.54M 0.0% ▲ Add 2 SEC ↗
77 Bank of New York Mellon Corp 57.68K +83.2% $2.24M 0.0% ▲ Add 2 SEC ↗
78 Bank of New York Mellon Corp 57.68K +83.2% $2.24M 0.0% ▲ Add 2 SEC ↗
79 Bank of New York Mellon Corp 57.68K +83.2% $2.24M 0.0% ▲ Add 2 SEC ↗
80 Bank of New York Mellon Corp 57.68K +83.2% $2.24M 0.0% ▲ Add 2 SEC ↗
81 Lido Advisors, LLC 44.00K -50.6% $1.71M 0.0% ▼ Trim 2 SEC ↗
82 Ameriprise Financial Inc 38.36K -32.7% $1.49M 0.0% ▼ Trim 2 SEC ↗
83 Ameriprise Financial Inc 38.36K -32.7% $1.49M 0.0% ▼ Trim 2 SEC ↗
84 CIBC Bancorp USA Inc. 27.67K $1.08M 0.0% n/c 1 SEC ↗
85 CIBC Bancorp USA Inc. 27.67K $1.08M 0.0% n/c 1 SEC ↗
86 National Bank Of Canada /Fi/ 24.09K +1.2% $943,009 0.0% ▲ Add 2 SEC ↗
87 National Bank Of Canada /Fi/ 24.09K +1.2% $943,009 0.0% ▲ Add 2 SEC ↗
88 First Trust Advisors Lp 16.17K -3.1% $628,210 0.0% ▼ Trim 2 SEC ↗
89 Bank Of Montreal /Can/ 14.11K 0.0% $548,237 0.0% Held 2 SEC ↗
90 Bank Of Montreal /Can/ 14.11K 0.0% $548,237 0.0% Held 2 SEC ↗
91 Empower Advisory Group, LLC 12.70K -47.3% $493,405 0.0% ▼ Trim 2 SEC ↗
92 Goldman Sachs Group 12.40K 新增 $481,903 0.0% New 1 SEC ↗
93 Jane Street Group, Llc 7.88K 新增 $306,061 0.0% New 1 SEC ↗
94 Kayne Anderson Rudnick Investment… 7.30K 0.0% $283,620 0.0% Held 2 SEC ↗
95 Franklin Resources Inc 2.60K 0.0% $101,036 0.0% Held 2 SEC ↗
96 Russell Investments Group, Ltd. 1.57K +2238.8% $60,874 0.0% ▲ Add 2 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

UBS AM, a distinct business… $42.75M 0.0%
Renaissance Technologies $3.76M 0.0%
Goldman Sachs Group $481,903 0.0%
Jane Street Group, Llc $306,061 0.0%

已清仓

Two Sigma Investments $27.59M 曾为 0.0%
Tudor Investment Corp Et Al $3.75M 曾为 0.0%
Susquehanna International… $2.02M 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 1,159 持有人, 832.29M 股份, $31.67B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q1 2026 · 方法论 · 通过API获取此数据