Запись по ценной бумаге · архивный квартал
DFAI
Dimensional - International Core Equity Market ETF · Financial Services · Asset Management - Global
57Отслеживаемые держатели
+4Δ держателей
100.34MАкций в держании
$3.91BОтчётная стоимость
+4Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +7.5% ·
поток акций +16.4% ·
новые чистые позиции +7.0%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | +1 | 113.94M | $4.70B | +4 | −3 |
| Q1 2026 | 57 | +4 | 100.34M | $3.91B | +4 | — |
| Q4 2025 | 53 | 0 | 86.23M | $3.29B | +1 | −1 |
| Q3 2025 | 5 | -1 | 1.22M | $44.50M | — | −1 |
| Q2 2025 | 4 | +1 | 1.20M | $41.49M | +1 | — |
| Q1 2025 | 2 | 0 | 74.67K | $2.33M | — | — |
| Q4 2024 | 2 | 0 | 268.25K | $7.83M | +1 | −1 |
| Q3 2024 | 2 | +1 | 42.48K | $1.35M | +1 | — |
| Q2 2024 | 1 | — | 12.99K | $385,324 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 25.96M | +158.8% | $1.01B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Prudential Financial Inc | 11.26M | -23.4% | $438.67M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 8.89M | +3.2% | $346.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 8.89M | +3.2% | $346.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 8.89M | +3.2% | $346.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Northern Trust Corp | 6.88M | +11.2% | $267.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Northern Trust Corp | 6.88M | +11.2% | $267.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 5.90M | +13.1% | $229.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 5.90M | +13.1% | $229.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 5.90M | +13.1% | $229.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 5.90M | +13.1% | $229.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 5.90M | +13.1% | $229.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 5.90M | +13.1% | $229.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 5.90M | +13.1% | $229.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mariner, LLC | 4.28M | +10.9% | $166.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 4.28M | +10.9% | $166.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 4.28M | +10.9% | $166.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 4.19M | +5.3% | $163.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 4.19M | +5.3% | $163.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | LPL Financial LLC | 4.01M | +20.9% | $156.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Corient Private Wealth LP | 3.22M | -51.5% | $125.27M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 2.51M | +0.2% | $97.95M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 2.39M | +102.8% | $93.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 2.35M | +33.8% | $91.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 2.29M | +9.3% | $89.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 2.28M | -0.5% | $89.10M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 1.88M | +8.8% | $73.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cerity Partners LLC | 1.28M | +92.4% | $49.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 1.28M | +92.4% | $49.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 1.21M | +48.8% | $47.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 1.21M | +48.8% | $47.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Raymond James Financial Inc | 1.21M | +48.8% | $47.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 1.17M | +14.3% | $45.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 1.17M | +14.3% | $45.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 1.17M | +14.3% | $45.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 1.11M | -42.2% | $43.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 970.23K | +22.6% | $37.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 824.32K | -2.9% | $32.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 703.37K | +3.3% | $27.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Creative Planning | 697.01K | -0.7% | $27.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Financial Engines Advisors L.L.C. | 605.55K | +47.9% | $23.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Stifel Financial Corp | 579.45K | +20.5% | $22.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Stifel Financial Corp | 579.45K | +20.5% | $22.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Stifel Financial Corp | 579.45K | +20.5% | $22.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Stifel Financial Corp | 579.45K | +20.5% | $22.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Captrust Financial Advisors | 443.56K | -0.1% | $17.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Truist Financial Corp | 417.97K | +5.1% | $16.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 384.68K | +3583.6% | $14.99M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 49 | Brown Advisory Inc | 252.41K | +46.8% | $9.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Jane Street Group, Llc | 214.81K | -88.7% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 205.49K | +2.7% | $8.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 205.49K | +2.7% | $8.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 190.18K | +0.1% | $7.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 190.18K | +0.1% | $7.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 190.18K | +0.1% | $7.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 116.19K | +61.5% | $4.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 116.17K | +43.0% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 116.17K | +43.0% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 116.17K | +43.0% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 71.11K | +2433.5% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Quantinno Capital Management LP | 70.07K | +24.1% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Lido Advisors, LLC | 65.05K | +269.7% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Sei Investments Co | 64.02K | +20.8% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Wealthfront Advisers LLC | 59.95K | +22.8% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Cwm, Llc | 37.51K | -9.1% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Fifth Third Bancorp | 29.29K | +29480.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 24.33K | +156.0% | $948,035 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 24.33K | +156.0% | $948,035 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 24.33K | +156.0% | $948,035 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | UBS AM, a distinct business unit of… | 17.18K | +339.7% | $669,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Assetmark, Inc | 14.56K | +30.2% | $567,149 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Cibc World Market Inc. | 14.49K | +10.6% | $564,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | BlackRock ✦ (пассивный) | 14.35K | +38.6% | $558,998 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Us Bancorp \De\ | 10.41K | +14.6% | $405,729 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 9.10K | Новый | $354,341 | 0.0% | New | 1 | SEC ↗ |
| 76 | Hrt Financial Lp | 7.76K | Новый | $302,000 | 0.0% | New | 1 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 7.00K | -23.0% | $272,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 7.00K | -23.0% | $272,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Ameriprise Financial Inc | 6.18K | -52.7% | $240,773 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Jones Financial Companies Lllp | 6.29K | +649.3% | $237,599 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Chevy Chase Trust Holdings, LLC | 5.70K | Новый | $222,111 | 0.0% | New | 1 | SEC ↗ |
| 82 | Fisher Asset Management ✦ | 5.62K | Новый | $219,111 | 0.0% | New | 1 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 4.13K | -26.1% | $160,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | National Bank Of Canada /Fi/ | 1.92K | -17.8% | $74,764 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Qube Research & Technologies Ltd | 1.12K | -86.1% | $43,635 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Goldman Sachs Group | $354,341 | 0.0% |
| Hrt Financial Lp | $302,000 | 0.0% |
| Chevy Chase Trust Holdings… | $222,111 | 0.0% |
| Fisher Asset Management | $219,111 | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 786 держатели, 335.18M акции, $12.85B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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