Catatan efek · kuartal yang diarsipkan
DFAX
Dimensional World ex U.S. Core Equity 2 ETF · Financial Services · Asset Management
55Pemegang yang dilacak
+4Δ pemegang
63.51MSaham yang dipegang
$2.16BNilai yang dilaporkan
+5Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +7.8% ·
aliran saham +14.1% ·
posisi baru bersih +7.3%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
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 | 1 | 0 | 770.25K | $28.35M | n/a | −1 |
| 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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $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 | n/a | $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 ✦ (pasif) | 14.17K | +472166.7% | $481,281 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 47 | Renaissance Technologies ✦ | 10.90K | Baru | $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 | Baru | $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 | Baru | $1,936 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Qube Research & Technologies… | $1.17M | adalah 0.0% |
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: Q1 2026 ·
Metodologi ·
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