Catatan efek · kuartal yang diarsipkan
DFAU
Dimensional - US Core Equity Market ETF · Financial Services · Asset Management
47Pemegang yang dilacak
+4Δ pemegang
17.26MSaham yang dipegang
$778.44MNilai yang dilaporkan
+7Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +9.3% ·
aliran saham -9.3% ·
posisi baru bersih +8.5%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 345.49K | $18.37M | n/a | −1 |
| Q2 2026 | 51 | +6 | 18.09M | $935.14M | +7 | −2 |
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.51M | +3.9% | $158.51M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 1.26M | +5.7% | $56.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 1.21M | -0.3% | $54.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mariner, LLC | 1.18M | +4.1% | $53.32M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 1.05M | -0.5% | $47.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Corient Private Wealth LP | 910.88K | -48.9% | $41.13M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Creative Planning | 709.07K | +1.9% | $31.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 643.82K | +40.9% | $29.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 633.07K | -4.7% | $28.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Envestnet Asset Management Inc | 630.63K | +25.0% | $28.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 599.57K | +2.5% | $27.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Bank Of America Corp /De/ | 568.10K | +2.0% | $25.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Stifel Financial Corp | 562.62K | +2.9% | $25.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Mercer Global Advisors Inc /Adv | 555.62K | +70.9% | $25.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 430.65K | +7.1% | $18.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Lido Advisors, LLC | 358.49K | Baru | $16.17M | 0.1% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 295.93K | -5.0% | $13.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Assetmark, Inc | 286.62K | +0.1% | $12.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 284.76K | +10.2% | $12.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | AQR Capital Management ✦ | 255.59K | +73.5% | $11.53M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 242.37K | -6.5% | $10.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 230.29K | -89.5% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 188.18K | +17.4% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Truist Financial Corp | 116.23K | +0.5% | $5.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Rockefeller Capital Management L.P. | 116.10K | +5.2% | $5.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 55.29K | -45.6% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 48.18K | -84.3% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 47.17K | -20.5% | $2.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 29 | Captrust Financial Advisors | 44.94K | +2.6% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Wealthfront Advisers LLC | 29.06K | +39.3% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 27.65K | +100.8% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Financial Engines Advisors L.L.C. | 26.70K | -0.3% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 23.29K | +1.2% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 21.74K | -9.2% | $980,955 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 35 | Jane Street Group, Llc | 20.20K | Baru | $911,469 | 0.0% | New | 1 | SEC ↗ |
| 36 | Hrt Financial Lp | 16.47K | Baru | $743,000 | 0.0% | New | 1 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 12.62K | +21.8% | $569,355 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 12.19K | -19.8% | $550,166 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Brown Advisory Inc | 10.13K | Baru | $456,885 | 0.0% | New | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 9.97K | 0.0% | $449,757 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 41 | Northern Trust Corp | 9.35K | -11.9% | $421,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | BlackRock ✦ (pasif) | 5.15K | +133.2% | $232,323 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | UBS AM, a distinct business unit of… | 5.10K | Baru | $229,977 | 0.0% | New | 1 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 4.14K | 0.0% | $188,307 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 2.23K | Baru | $100,663 | 0.0% | New | 1 | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 1.78K | -46.9% | $80,314 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 332 | Baru | $14,980 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Lido Advisors, LLC | $16.17M | 0.1% |
| Jane Street Group, Llc | $911,469 | 0.0% |
| Hrt Financial Lp | $743,000 | 0.0% |
| Brown Advisory Inc | $456,885 | 0.0% |
| UBS AM, a distinct business… | $229,977 | 0.0% |
| Pnc Financial Services Group… | $100,663 | 0.0% |
| Russell Investments Group… | $14,980 | 0.0% |
Telah keluar
| Renaissance Technologies | $767,520 | adalah 0.0% |
| Susquehanna International… | $384,977 | adalah 0.0% |
| Citigroup Inc | $11,326 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 567 pemegang, 164.98M saham, $7.32B 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 sekuritas ini yang dilacak: 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API