증권 기록 · 과거 분기 (아카이브)
DFCF
Dimensional - Core Fixed Income ETF · Financial Services · Asset Management - Bonds
40추적 보유자
+4Δ 보유자
23.02M보유 주식 수
$971.95M보고 가치
+6신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +11.1% ·
주식 흐름 +14.3% ·
순 신규 포지션 +10.0%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | +3 | 28.19M | $1.19B | +4 | −1 |
| Q1 2026 | 40 | +4 | 23.02M | $971.95M | +6 | −2 |
| Q4 2025 | 35 | -1 | 20.11M | $855.97M | — | −1 |
| Q3 2025 | 5 | +2 | 1.23M | $52.58M | +2 | — |
| Q4 2024 | 1 | 0 | 186.24K | $7.69M | — | — |
| Q3 2024 | 1 | 0 | 128.40K | $5.55M | — | — |
| Q2 2024 | 1 | — | 53.48K | $2.22M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 10.82M | +14.5% | $457.02M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 1.80M | +42.7% | $75.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 1.76M | +4.5% | $74.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 1.12M | +2.6% | $47.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.07M | +14.0% | $44.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.07M | +14.0% | $44.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.07M | +14.0% | $44.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 944.50K | +44.5% | $39.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 789.78K | -0.5% | $33.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 789.78K | -0.5% | $33.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 789.78K | -0.5% | $33.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 789.78K | -0.5% | $33.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 789.78K | -0.5% | $33.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 561.32K | +11.3% | $23.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 561.32K | +11.3% | $23.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 552.14K | -3.0% | $23.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 398.43K | -21.7% | $16.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 398.43K | -21.7% | $16.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 398.43K | -21.7% | $16.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 384.82K | +42.8% | $16.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 369.05K | +12.0% | $15.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 369.05K | +12.0% | $15.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 329.84K | +7.5% | $13.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 325.47K | +1.7% | $13.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 291.61K | +224.0% | $12.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mariner, LLC | 282.87K | 0.0% | $11.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 282.87K | 0.0% | $11.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mariner, LLC | 282.87K | 0.0% | $11.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Corient Private Wealth LP | 235.59K | -50.6% | $9.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Creative Planning | 222.40K | +276.6% | $9.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 215.28K | +2.5% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 102.56K | +1.3% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 102.56K | +1.3% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 87.04K | 신규 | $3.67M | 0.0% | New | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 86.08K | +398.1% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 67.33K | 신규 | $2.84M | 0.0% | New | 1 | SEC ↗ |
| 37 | Cerity Partners LLC | 67.33K | 신규 | $2.84M | 0.0% | New | 1 | SEC ↗ |
| 38 | Citigroup Inc | 38.32K | +9.4% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 36.11K | +9.8% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 31.71K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cwm, Llc | 24.91K | +1.5% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Jane Street Group, Llc | 17.46K | 신규 | $737,035 | 0.0% | New | 1 | SEC ↗ |
| 43 | Sei Investments Co | 14.41K | +55.8% | $608,350 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 12.45K | +42.4% | $525,451 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 11.88K | +3.5% | $502,995 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 11.88K | +3.5% | $502,995 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 5.37K | +125.9% | $224,776 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 4.88K | 신규 | $206,245 | 0.0% | New | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 2.74K | +35.2% | $115,683 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 2.56K | -27.5% | $108,252 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | UBS Group AG | 1.72K | 신규 | $72,661 | 0.0% | New | 1 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 1.16K | -44.9% | $48,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 1.16K | -44.9% | $48,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 167 | 신규 | $7,051 | 0.0% | New | 1 | SEC ↗ |
| 55 | Wells Fargo & Company/Mn | 99 | -99.3% | $4,178 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 88 | 0.0% | $3,715 | 0.0% | Held | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| UBS AM, a distinct business… | $3.67M | 0.0% |
| Cerity Partners LLC | $2.84M | 0.0% |
| Cerity Partners LLC | $2.84M | 0.0% |
| Jane Street Group, Llc | $737,035 | 0.0% |
| AQR Capital Management | $206,245 | 0.0% |
| UBS Group AG | $72,661 | 0.0% |
| Pnc Financial Services Group… | $7,051 | 0.0% |
청산됨
| Goldman Sachs Group | $1.57M | 이었음 0.0% |
| Financial Engines Advisors… | $268,426 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 476 보유 기관, 177.22M 주식, $7.23B 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: Q1 2026 ·
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