Catatan efek · kuartal yang diarsipkan
DFAT
Dimensional - US Targeted Value ETF · Financial Services · Asset Management
55Pemegang yang dilacak
0Δ pemegang
50.98MSaham yang dipegang
$3.04BNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -1.1% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 56 | +5 | 45.83M | $3.20B | +6 | −2 |
| Q1 2026 | 53 | -2 | 47.88M | $2.99B | +2 | −4 |
| Q4 2025 | 55 | 0 | 50.98M | $3.04B | +1 | −1 |
| Q3 2025 | 8 | +2 | 2.18M | $126.86M | +2 | — |
| Q2 2025 | 4 | -2 | 257.82K | $13.91M | — | −2 |
| Q1 2025 | 4 | -1 | 219.07K | $11.28M | — | −1 |
| Q4 2024 | 5 | +1 | 201.28K | $11.20M | +2 | −1 |
| Q3 2024 | 4 | -1 | 110.80K | $6.16M | — | −1 |
| Q2 2024 | 5 | — | 68.22K | $3.54M | — | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 13.71M | — | $816.16M | 0.6% | n/c | 1 | SEC ↗ ×2 |
| 2 | Focus Partners Wealth | 13.28M | — | $790.94M | 0.9% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 5.44M | — | $324.03M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wealth Enhancement Advisory… | 2.01M | — | $124.20M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 1.85M | — | $110.07M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.78M | — | $105.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Mercer Global Advisors Inc /Adv | 1.42M | — | $84.79M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.31M | — | $77.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | LPL Financial LLC | 1.26M | — | $75.08M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cerity Partners LLC | 1.07M | — | $64.94M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 11 | Mariner, LLC | 838.67K | — | $49.95M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 12 | JPMorgan Chase ✦ | 645.99K | -43.8% | $38.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 625.28K | — | $37.23M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 614.09K | — | $36.56M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Assetmark, Inc | 457.43K | — | $27.24M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 443.45K | — | $26.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | UBS Group AG | 440.87K | — | $26.25M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 429.13K | — | $25.55M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Financial Engines Advisors L.L.C. | 342.49K | — | $20.39M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 296.17K | +6.5% | $17.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Truist Financial Corp | 290.07K | — | $17.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Two Sigma Investments ✦ | 244.10K | -39.5% | $14.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 235.63K | +7.2% | $14.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Royal Bank Of Canada | 227.55K | — | $13.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Mml Investors Services, Llc | 208.53K | — | $12.42M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 208.31K | — | $12.40M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 186.88K | — | $11.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Captrust Financial Advisors | 149.04K | — | $8.87M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (pasif) | 144.79K | +51.8% | $8.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Baird Financial Group, Inc. | 107.75K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Quantinno Capital Management LP | 106.95K | — | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 101.30K | — | $6.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Cwm, Llc | 96.67K | — | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northern Trust Corp | 76.89K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Us Bancorp \De\ | 56.20K | — | $3.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Ameriprise Financial Inc | 41.88K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Rockefeller Capital Management L.P. | 33.95K | — | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 30.72K | +20.2% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 29.37K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 20.32K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Sei Investments Co | 16.19K | — | $964,020 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Empower Advisory Group, LLC | 12.88K | — | $766,875 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Lido Advisors, LLC | 11.64K | — | $677,446 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 10.67K | — | $635,530 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Marshall Wace ✦ | 9.65K | Baru | $574,740 | 0.0% | New | 1 | SEC ↗ ×2 |
| 46 | Brown Advisory Inc | 8.43K | — | $501,982 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | First Manhattan Co. Llc. | 6.28K | — | $373,971 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 5.80K | — | $345,143 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | National Bank Of Canada /Fi/ | 5.32K | — | $316,778 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Blair William & Co/Il | 5.04K | — | $300,218 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 4.84K | — | $288,421 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Susquehanna International Group, Llp | 4.82K | — | $286,804 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Franklin Resources Inc | 3.80K | — | $226,312 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Fisher Asset Management ✦ | 3.40K | -14.9% | $202,305 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 20 | — | $1,191 | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Marshall Wace | $574,740 | 0.0% |
Telah keluar
| Renaissance Technologies | $227,019 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 809 pemegang, 165.45M saham, $10.24B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
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