证券记录 · 已归档季度
DFAU
Dimensional - US Core Equity Market ETF · Financial Services · Asset Management
43被追踪持有人
+1Δ持有人
19.04M持有股份
$892.80M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +2.4% ·
股份流向 -1.7% ·
净新建仓位 +2.3%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (被动) | 2.21K | 新增 | $103,334 | 0.0% | New | 1 | SEC ↗ |
| 43 | Citigroup Inc | 242 | n/a | $11,326 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| BlackRock | $103,334 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 567 持有人, 164.98M 股份, $7.32B 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
持有该证券的受追踪机构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: Q4 2025 ·
方法论 ·
通过API获取此数据