증권 기록 · 과거 분기 (아카이브)
DFAX
Dimensional World ex U.S. Core Equity 2 ETF · Financial Services · Asset Management
51추적 보유자
0Δ 보유자
55.66M보유 주식 수
$1.82B보고 가치
+0신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 -1.4% · 순 신규 포지션 0.0% — 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 52 | -2 | 64.57M | $2.38B | +3 | −5 |
| Q1 2026 | 55 | +4 | 63.51M | $2.16B | +5 | −1 |
| Q4 2025 | 51 | 0 | 55.66M | $1.82B | — | — |
| 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 | — | — |
| Q4 2024 | 2 | +1 | 114.58K | $2.85M | +1 | — |
| Q3 2024 | 1 | 0 | 37.17K | $1.00M | — | — |
| Q2 2024 | 1 | — | 15.91K | $404,483 | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 10.68M | — | $349.40M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 8.07M | — | $264.03M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 6.56M | — | $214.71M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 4.08M | — | $133.57M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 3.71M | — | $121.36M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 3.71M | — | $121.36M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 3.71M | — | $121.36M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 3.71M | — | $121.36M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 3.71M | — | $121.36M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Captrust Financial Advisors | 2.90M | — | $94.86M | 0.2% | n/c | 1 | SEC ↗ |
| 11 | Assetmark, Inc | 2.89M | — | $94.64M | 0.2% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 2.33M | — | $76.30M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 2.33M | — | $76.30M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 2.33M | — | $76.30M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 2.19M | — | $71.53M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.95M | — | $63.90M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 1.95M | — | $63.90M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 1.95M | — | $63.90M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Financial Engines Advisors L.L.C. | 1.29M | — | $42.29M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 1.22M | — | $39.90M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 1.22M | — | $39.90M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 1.22M | — | $39.90M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 1.18M | — | $38.54M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 886.96K | — | $29.03M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 750.94K | — | $25.22M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 709.72K | — | $23.23M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 498.94K | — | $16.33M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Truist Financial Corp | 498.94K | — | $16.33M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 498.94K | — | $16.33M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 443.75K | -48.4% | $14.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 443.75K | -48.4% | $14.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 443.75K | -48.4% | $14.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 426.01K | — | $13.94M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 426.01K | — | $13.94M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 411.20K | — | $13.46M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 411.20K | — | $13.46M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mariner, LLC | 411.20K | — | $13.46M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Creative Planning | 375.63K | — | $12.29M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 289.07K | -62.5% | $9.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 263.57K | +42.0% | $8.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 41 | Cwm, Llc | 184.96K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 154.90K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 143.11K | +10.3% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 143.11K | +10.3% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Mml Investors Services, Llc | 139.83K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Quantinno Capital Management LP | 123.56K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Stifel Financial Corp | 115.59K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Stifel Financial Corp | 115.59K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Stifel Financial Corp | 115.59K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Cerity Partners LLC | 96.42K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Cerity Partners LLC | 96.42K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Northwestern Mutual Wealth… | 80.49K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 77.69K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 77.69K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 77.69K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 75.29K | +71.3% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Susquehanna International Group, Llp | 60.90K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 50.97K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Sei Investments Co | 36.60K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | The Vanguard Group ✦ (패시브) | 35.83K | 0.0% | $1.17M | 0.0% | Held | 3 | SEC ↗ |
| 61 | The Vanguard Group ✦ (패시브) | 35.83K | 0.0% | $1.17M | 0.0% | Held | 3 | SEC ↗ |
| 62 | Northern Trust Corp | 35.75K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Northern Trust Corp | 35.75K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Qube Research & Technologies Ltd | 35.69K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 21.73K | — | $711,220 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 21.73K | — | $711,220 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 21.73K | — | $711,220 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 18.93K | — | $619,579 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 18.93K | — | $619,579 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Brown Advisory Inc | 18.58K | — | $608,010 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | First Manhattan Co. Llc. | 15.95K | — | $522,109 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Ameriprise Financial Inc | 9.72K | — | $318,103 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Baird Financial Group, Inc. | 9.64K | — | $315,615 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Fifth Third Bancorp | 9.01K | — | $294,766 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Lido Advisors, LLC | 8.01K | — | $251,417 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bank Of Montreal /Can/ | 2.00K | — | $65,362 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Wells Fargo & Company/Mn | 1.83K | — | $59,932 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Wells Fargo & Company/Mn | 1.83K | — | $59,932 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Wells Fargo & Company/Mn | 1.83K | — | $59,932 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Franklin Resources Inc | 416 | — | $13,616 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | BlackRock ✦ (패시브) | 3 | 0.0% | $93 | 0.0% | Held | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 689 보유 기관, 256.19M 주식, $8.55B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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