Effectdossier · gearchiveerd kwartaal
DFAU
Dimensional - US Core Equity Market ETF · Financial Services · Asset Management
43Gevolgde houders
+1Δ houders
19.04MGehouden aandelen
$892.80MGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.4% ·
aandelenstroom -1.7% ·
netto nieuwe posities +2.3%
· 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 | 3 | 0 | 560.35K | $29.62M | n/a | n/a |
| Q2 2026 | 52 | +6 | 18.16M | $938.80M | +7 | −1 |
| Q1 2026 | 47 | +4 | 17.26M | $778.44M | +7 | −3 |
| Q4 2025 | 43 | +1 | 19.04M | $892.80M | +1 | n/a |
| Q3 2025 | 5 | -2 | 975.80K | $44.65M | n/a | −2 |
| Q2 2025 | 5 | +1 | 300.96K | $12.75M | +2 | −1 |
| Q1 2025 | 3 | -2 | 99.50K | $3.82M | n/a | −2 |
| Q4 2024 | 5 | +4 | 565.26K | $22.89M | +4 | n/a |
| Q3 2024 | 1 | -1 | 14.54K | $576,979 | +1 | −2 |
| Q2 2024 | 2 | n/a | 108.60K | $4.07M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.38M | n/a | $158.31M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 2.19M | n/a | $104.45M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 1.78M | n/a | $83.45M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 4 | Commonwealth Equity Services, Llc | 1.21M | n/a | $56.73M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.19M | n/a | $55.55M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Mariner, LLC | 1.14M | n/a | $53.14M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 1.06M | n/a | $49.51M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Creative Planning | 696.05K | n/a | $32.58M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 664.60K | n/a | $31.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 584.74K | n/a | $27.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Bank Of America Corp /De/ | 556.89K | n/a | $26.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 546.67K | n/a | $25.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 504.46K | n/a | $23.61M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 456.83K | n/a | $21.38M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 402.19K | -48.3% | $18.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Mercer Global Advisors Inc /Adv | 325.10K | n/a | $15.21M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 311.45K | n/a | $14.58M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Northwestern Mutual Wealth… | 306.15K | n/a | $14.33M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 286.31K | n/a | $13.40M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 259.15K | n/a | $12.13M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 258.30K | n/a | $12.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Cerity Partners LLC | 160.35K | n/a | $7.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | AQR Capital Management ✦ | 147.35K | +36.9% | $6.90M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 24 | Truist Financial Corp | 115.68K | n/a | $5.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Rockefeller Capital Management L.P. | 110.40K | n/a | $5.17M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 101.72K | n/a | $4.76M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 59.30K | +32.5% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Captrust Financial Advisors | 43.81K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 26.78K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 23.94K | +16.1% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cwm, Llc | 23.00K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wealthfront Advisers LLC | 20.86K | n/a | $976,482 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 16.40K | -34.1% | $767,520 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 15.20K | n/a | $711,267 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Us Bancorp \De\ | 13.77K | n/a | $644,436 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northern Trust Corp | 10.61K | n/a | $496,688 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 10.36K | n/a | $485,020 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 9.97K | n/a | $466,502 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Susquehanna International Group, Llp | 8.23K | n/a | $384,977 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 4.14K | n/a | $193,986 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 3.35K | n/a | $156,827 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | BlackRock ✦ (passief) | 2.21K | Nieuw | $103,334 | 0.0% | New | 1 | SEC ↗ |
| 43 | Citigroup Inc | 242 | n/a | $11,326 | 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
| BlackRock | $103,334 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 567 houders, 164.98M aandelen, $7.32B 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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