Effectdossier · gearchiveerd kwartaal
DFAX
Dimensional World ex U.S. Core Equity 2 ETF · Financial Services · Asset Management
55Gevolgde houders
+4Δ houders
63.51MGehouden aandelen
$2.16BGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.8% ·
aandelenstroom +14.1% ·
netto nieuwe posities +7.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| 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 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 10.40M | -2.6% | $353.36M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 8.59M | +6.5% | $291.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 6.60M | +0.7% | $224.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 4.32M | +6.0% | $146.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 3.77M | +1.6% | $128.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | Fifth Third Bancorp | 3.51M | +38910.8% | $119.35M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Captrust Financial Advisors | 2.95M | +1.9% | $100.28M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 8 | Assetmark, Inc | 2.88M | -0.6% | $97.68M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 2.52M | +15.3% | $85.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 2.50M | +7.1% | $84.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Bank Of America Corp /De/ | 2.45M | +25.5% | $83.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | JPMorgan Chase ✦ | 1.50M | +238.5% | $49.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Financial Engines Advisors L.L.C. | 1.22M | -5.5% | $41.49M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 1.14M | -2.9% | $38.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 1.12M | +58.4% | $38.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 855.79K | -3.5% | $29.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 654.65K | +59.2% | $22.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Goldman Sachs Group ✦ | 625.20K | Nieuw | $21.24M | 0.0% | New | 1 | SEC ↗ |
| 19 | Corient Private Wealth LP | 606.82K | -50.2% | $20.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 593.26K | -21.0% | $20.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 550.67K | +10.4% | $18.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Cwm, Llc | 486.97K | +163.3% | $16.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 446.47K | Nieuw | $15.17M | 0.0% | New | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 433.68K | +612.1% | $14.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 406.16K | -4.7% | $13.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Creative Planning | 381.46K | +1.6% | $12.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 363.40K | +37.9% | $12.34M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 275.90K | +78.1% | $9.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 166.57K | +34.8% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 148.42K | +3.7% | $5.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Mml Investors Services, Llc | 126.14K | -9.8% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 118.71K | +47.5% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 114.98K | -0.5% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Cerity Partners LLC | 103.02K | +6.8% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Fidelity (FMR) ✦ | 88.29K | +17.3% | $3.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 77.93K | +0.3% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Citadel Advisors ✦ | 75.57K | -73.9% | $2.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Sei Investments Co | 56.04K | +53.1% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Northern Trust Corp | 54.34K | +52.0% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Us Bancorp \De\ | 50.97K | 0.0% | $1.73M | 0.0% | Held | 2 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 25.41K | +16.9% | $863,248 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | CIBC Bancorp USA Inc. | 20.97K | — | $712,421 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Brown Advisory Inc | 18.59K | +0.1% | $631,495 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 16.80K | -11.3% | $570,662 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | First Manhattan Co. Llc. | 15.95K | 0.0% | $541,889 | 0.0% | Held | 2 | SEC ↗ |
| 46 | BlackRock ✦ (passief) | 14.17K | +472166.7% | $481,281 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 47 | Renaissance Technologies ✦ | 10.90K | Nieuw | $370,273 | 0.0% | New | 1 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 10.85K | +12.5% | $368,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 8.83K | +382.2% | $299,925 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Lido Advisors, LLC | 7.81K | -2.5% | $265,340 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 7.60K | -21.8% | $258,172 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 2.28K | Nieuw | $77,486 | 0.0% | New | 1 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 2.00K | 0.0% | $67,838 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Franklin Resources Inc | 408 | -1.9% | $13,860 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Simplex Trading, Llc | 57 | Nieuw | $1,936 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $21.24M | 0.0% |
| Jane Street Group, Llc | $15.17M | 0.0% |
| Renaissance Technologies | $370,273 | 0.0% |
| UBS AM, a distinct business… | $77,486 | 0.0% |
| Simplex Trading, Llc | $1,936 | 0.0% |
Verlaten
| Qube Research & Technologies… | $1.17M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 689 houders, 256.19M aandelen, $8.55B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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