Catatan efek · kuartal yang diarsipkan
DFAX
Dimensional World ex U.S. Core Equity 2 ETF · Financial Services · Asset Management
51Pemegang yang dilacak
0Δ pemegang
55.66MSaham yang dipegang
$1.82BNilai yang dilaporkan
+0Posisi baru
−0Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -1.4% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 770.25K | $28.35M | n/a | n/a |
| Q2 2026 | 51 | -2 | 63.39M | $2.33B | +3 | −6 |
| Q1 2026 | 55 | +4 | 63.51M | $2.16B | +5 | −1 |
| Q4 2025 | 51 | 0 | 55.66M | $1.82B | n/a | n/a |
| Q3 2025 | 7 | -1 | 2.03M | $63.57M | +1 | −2 |
| Q2 2025 | 6 | +1 | 176.47K | $5.18M | +2 | −1 |
| Q1 2025 | 2 | 0 | 147.17K | $3.86M | n/a | n/a |
| Q4 2024 | 2 | +1 | 114.58K | $2.85M | +1 | n/a |
| Q3 2024 | 1 | 0 | 37.17K | $1.00M | n/a | n/a |
| Q2 2024 | 1 | n/a | 15.91K | $404,483 | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 10.68M | n/a | $349.40M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 8.07M | n/a | $264.03M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 6.56M | n/a | $214.71M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 4.08M | n/a | $133.57M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 3.71M | n/a | $121.36M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 6 | Captrust Financial Advisors | 2.90M | n/a | $94.86M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Assetmark, Inc | 2.89M | n/a | $94.64M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 2.33M | n/a | $76.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | UBS Group AG | 2.19M | n/a | $71.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 1.95M | n/a | $63.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Financial Engines Advisors L.L.C. | 1.29M | n/a | $42.29M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Corient Private Wealth LP | 1.22M | n/a | $39.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | HighTower Advisors, LLC | 1.18M | n/a | $38.54M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 886.96K | n/a | $29.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 750.94K | n/a | $25.22M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 709.72K | n/a | $23.23M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 498.94K | n/a | $16.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | JPMorgan Chase ✦ | 443.75K | -48.4% | $14.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Osaic Holdings, Inc. | 426.01K | n/a | $13.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 411.20K | n/a | $13.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Creative Planning | 375.63K | n/a | $12.29M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 289.07K | -62.5% | $9.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 263.57K | +42.0% | $8.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 24 | Cwm, Llc | 184.96K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 154.90K | n/a | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 143.11K | +10.3% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Mml Investors Services, Llc | 139.83K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 123.56K | n/a | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 115.59K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Cerity Partners LLC | 96.42K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Northwestern Mutual Wealth… | 80.49K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 77.69K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Fidelity (FMR) ✦ | 75.29K | +71.3% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 60.90K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 50.97K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Sei Investments Co | 36.60K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | The Vanguard Group ✦ (pasif) | 35.83K | 0.0% | $1.17M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 38 | Northern Trust Corp | 35.75K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Qube Research & Technologies Ltd | 35.69K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 21.73K | n/a | $711,220 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 41 | Pnc Financial Services Group, Inc. | 18.93K | n/a | $619,579 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Brown Advisory Inc | 18.58K | n/a | $608,010 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | First Manhattan Co. Llc. | 15.95K | n/a | $522,109 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 9.72K | n/a | $318,103 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 9.64K | n/a | $315,615 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Fifth Third Bancorp | 9.01K | n/a | $294,766 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Lido Advisors, LLC | 8.01K | n/a | $251,417 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 2.00K | n/a | $65,362 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 1.83K | n/a | $59,932 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Franklin Resources Inc | 416 | n/a | $13,616 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | BlackRock ✦ (pasif) | 3 | 0.0% | $93 | 0.0% | Held | 3 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 689 pemegang, 256.19M saham, $8.55B 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API