Scheda del titolo · trimestre archiviato
DFAU
Dimensional - US Core Equity Market ETF · Financial Services · Asset Management
51Holder monitorati
+6Δ titolari
18.09MQuote detenute
$935.14MValore dichiarato
+7Nuove posizioni
−2Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +13.3% ·
flusso azionario +5.3% ·
nuove posizioni nette +9.8%
· formula
Accumulo ampio: azioni in aumento tra un numero crescente di titolari
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 345.49K | $18.37M | n/a | n/a |
| 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 |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.54M | +0.8% | $182.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 1.38M | +9.6% | $71.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 1.25M | +3.9% | $64.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Mariner, LLC | 1.14M | -3.3% | $59.07M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.13M | +7.2% | $58.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Corient Private Wealth LP | 902.05K | -1.0% | $46.63M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 747.81K | +16.1% | $38.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 738.17K | +17.1% | $38.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Creative Planning | 705.30K | -0.5% | $36.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 648.32K | +2.4% | $33.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Mercer Global Advisors Inc /Adv | 646.49K | +16.4% | $33.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 629.30K | +5.0% | $32.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Bank Of America Corp /De/ | 584.24K | +2.8% | $30.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Stifel Financial Corp | 554.98K | -1.4% | $28.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 491.65K | +66.1% | $25.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 16 | JPMorgan Chase ✦ | 445.35K | +3.4% | $22.85M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 17 | Raymond James Financial Inc | 359.51K | +26.2% | $18.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Wealth Enhancement Advisory… | 301.43K | +30.9% | $15.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Assetmark, Inc | 298.92K | +4.3% | $15.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 269.13K | +5.3% | $13.91M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 259.94K | +7.2% | $13.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Lido Advisors, LLC | 174.15K | -51.4% | $9.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 148.60K | -21.0% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Rockefeller Capital Management L.P. | 124.92K | +7.6% | $6.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 124.00K | +6.7% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Nuveen, LLC | 60.59K | Nuovo | $3.13M | 0.0% | New | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 49.84K | +10.9% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 42.67K | -9.5% | $2.21M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 29 | Northwestern Mutual Wealth… | 39.30K | -18.4% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 33.83K | Nuovo | $1.75M | 0.0% | New | 1 | SEC ↗ |
| 31 | Wealthfront Advisers LLC | 27.04K | -6.9% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Us Bancorp \De\ | 27.03K | -2.2% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 27.00K | Nuovo | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 25.63K | +157.2% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Financial Engines Advisors L.L.C. | 24.84K | -7.0% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 21.93K | +0.9% | $1.13M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 37 | BlackRock ✦ (passivo) | 19.03K | +269.6% | $983,727 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Jane Street Group, Llc | 14.41K | -28.7% | $744,853 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Brown Advisory Inc | 14.36K | +41.8% | $742,062 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 12.87K | +2.0% | $665,317 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Northern Trust Corp | 9.35K | 0.0% | $483,198 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 8.39K | +2428.0% | $433,834 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Fisher Asset Management ✦ | 7.33K | Nuovo | $378,729 | 0.0% | New | 1 | SEC ↗ |
| 44 | D. E. Shaw & Co. ✦ | 5.06K | Nuovo | $261,345 | 0.0% | New | 1 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 4.88K | +17.8% | $251,525 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 4.63K | +107.3% | $239,118 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 4.62K | -9.3% | $239,015 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 4.58K | +157.2% | $236,637 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 4.31K | Nuovo | $222,767 | 0.0% | New | 1 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 2.15K | -82.4% | $110,955 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 51 | Jones Financial Companies Lllp | 1.98K | Nuovo | $100,516 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = quota della posizione sul valore azionario 13F dichiarato da quel manager: la misura della convinzione. ✦ = manager selezionato.
Nuovi acquirenti
| Nuveen, LLC | $3.13M | 0.0% |
| Susquehanna International… | $1.75M | 0.0% |
| Renaissance Technologies | $1.40M | 0.0% |
| Fisher Asset Management | $378,729 | 0.0% |
| D. E. Shaw & Co. | $261,345 | 0.0% |
| Ameriprise Financial Inc | $222,767 | 0.0% |
| Jones Financial Companies Lllp | $100,516 | 0.0% |
Uscito
| HighTower Advisors, LLC | $2.49M | era 0.0% |
| Hrt Financial Lp | $743,000 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 567 detentori, 164.98M azioni, $7.32B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri detentori tracciati di questo titolo: conteggi di co-detenzione, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
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