DFCF
Dimensional - Core Fixed Income ETF · Financial Services · Asset Management - Bonds
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.8% ·
aandelenstroom -2.9% ·
netto nieuwe posities -2.9%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +3 | 26.40M | $1.11B | +4 | −2 |
| Q1 2026 | 40 | +4 | 23.02M | $971.95M | +6 | −2 |
| Q4 2025 | 35 | -1 | 20.11M | $855.97M | n/a | −1 |
| Q3 2025 | 5 | +2 | 1.23M | $52.58M | +2 | n/a |
| Q4 2024 | 1 | 0 | 186.24K | $7.69M | n/a | n/a |
| Q3 2024 | 1 | 0 | 128.40K | $5.55M | n/a | n/a |
| Q2 2024 | 1 | n/a | 53.48K | $2.22M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 9.46M | n/a | $402.50M | 0.5% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 1.69M | n/a | $71.89M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 1.26M | n/a | $53.63M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 1.09M | n/a | $46.37M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 934.51K | n/a | $39.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 793.65K | n/a | $33.78M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 7 | Envestnet Asset Management Inc | 653.60K | n/a | $27.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Assetmark, Inc | 569.12K | n/a | $24.22M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 508.82K | n/a | $21.66M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | JPMorgan Chase ✦ | 504.16K | -43.8% | $21.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Corient Private Wealth LP | 476.67K | n/a | $20.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Truist Financial Corp | 329.38K | n/a | $14.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Wealth Enhancement Advisory… | 319.94K | n/a | $13.65M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 306.72K | n/a | $13.05M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 282.82K | n/a | $12.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Bank Of America Corp /De/ | 269.45K | n/a | $11.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Focus Partners Wealth | 210.01K | n/a | $8.94M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 101.24K | n/a | $4.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Citadel Advisors ✦ | 90.00K | -65.4% | $3.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Creative Planning | 59.05K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 36.80K | -13.5% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citigroup Inc | 35.02K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 32.88K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 24.55K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 17.28K | n/a | $735,555 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 13.57K | n/a | $577,391 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | National Bank Of Canada /Fi/ | 11.48K | n/a | $488,748 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Sei Investments Co | 9.25K | n/a | $393,630 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 8.74K | n/a | $372,061 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Financial Engines Advisors L.L.C. | 6.31K | n/a | $268,426 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 3.54K | n/a | $150,492 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 2.38K | n/a | $101,208 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.10K | +27.6% | $89,596 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Fifth Third Bancorp | 2.03K | n/a | $86,269 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 88 | n/a | $3,703 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Renaissance Technologies | $1.19M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 476 houders, 177.22M aandelen, $7.23B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.