Effectdossier · gearchiveerd kwartaal
DFAE
Dimensional - Emerging Core Equity Market ETF · Financial Services · Asset Management
45Gevolgde houders
+1Δ houders
53.66MGehouden aandelen
$1.75BGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.3% ·
aandelenstroom -1.2% ·
netto nieuwe posities +2.2%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 841.99K | $32.85M | n/a | −1 |
| Q2 2026 | 52 | +3 | 54.98M | $2.21B | +5 | −3 |
| Q1 2026 | 51 | +6 | 54.64M | $1.85B | +7 | −1 |
| Q4 2025 | 45 | +1 | 53.66M | $1.75B | +1 | n/a |
| Q3 2025 | 4 | -1 | 10.70M | $337.34M | n/a | −1 |
| Q2 2025 | 3 | +1 | 10.38M | $300.60M | +1 | n/a |
| Q1 2025 | 1 | 0 | 78.50K | $2.03M | n/a | n/a |
| Q4 2024 | 1 | -2 | 78.71K | $2.00M | n/a | −2 |
| Q3 2024 | 3 | +1 | 143.08K | $3.92M | +1 | n/a |
| Q2 2024 | 2 | n/a | 86.93K | $2.25M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 9.27M | -1.8% | $301.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | UBS Group AG | 6.42M | n/a | $209.13M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 6.13M | n/a | $199.51M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | Mariner, LLC | 4.14M | n/a | $134.93M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 5 | Corient Private Wealth LP | 3.37M | n/a | $109.67M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 6 | Northwestern Mutual Wealth… | 2.49M | n/a | $80.95M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 2.39M | n/a | $77.76M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 2.15M | n/a | $70.17M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.09M | n/a | $68.01M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 10 | HighTower Advisors, LLC | 2.02M | n/a | $65.83M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Cerity Partners LLC | 1.73M | n/a | $56.30M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 12 | Creative Planning | 1.49M | n/a | $48.56M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 1.26M | n/a | $42.69M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 1.25M | n/a | $40.63M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 1.19M | n/a | $38.68M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 1.14M | n/a | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 1.10M | n/a | $35.74M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 762.20K | n/a | $24.82M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 653.29K | -43.5% | $21.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Bank Of Montreal /Can/ | 578.53K | n/a | $18.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Raymond James Financial Inc | 500.75K | n/a | $16.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Mml Investors Services, Llc | 314.74K | n/a | $10.25M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 272.00K | n/a | $8.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Captrust Financial Advisors | 247.59K | n/a | $8.06M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 181.27K | n/a | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Financial Engines Advisors L.L.C. | 106.89K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 77.80K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | AQR Capital Management ✦ | 65.68K | -6.1% | $2.14M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 56.69K | +48.7% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Wealthfront Advisers LLC | 44.64K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Sei Investments Co | 35.88K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northern Trust Corp | 30.66K | n/a | $998,726 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 26.59K | n/a | $866,103 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Brown Advisory Inc | 19.78K | n/a | $644,365 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 16.16K | n/a | $526,224 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 15.92K | n/a | $518,420 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Wells Fargo & Company/Mn | 15.41K | n/a | $502,050 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Fisher Asset Management ✦ | 10.17K | Nieuw | $331,171 | 0.0% | New | 1 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 8.28K | n/a | $269,517 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 6.72K | n/a | $219,001 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 2.84K | n/a | $92,499 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 1.73K | n/a | $56,183 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 1.42K | n/a | $46,315 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Kayne Anderson Rudnick Investment… | 363 | n/a | $11,825 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 175 | n/a | $5,700 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fisher Asset Management | $331,171 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 662 houders, 207.66M aandelen, $6.92B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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