Effectdossier · gearchiveerd kwartaal
DFCF
Dimensional - Core Fixed Income ETF · Financial Services · Asset Management - Bonds
40Gevolgde houders
+4Δ houders
23.02MGehouden aandelen
$971.95MGerapporteerde waarde
+6Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom +14.3% ·
netto nieuwe posities +10.0%
· 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 | 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 944.50K | +44.5% | $39.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 789.78K | -0.5% | $33.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 8 | JPMorgan Chase ✦ | 561.32K | +11.3% | $23.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Assetmark, Inc | 552.14K | -3.0% | $23.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 398.43K | -21.7% | $16.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Bank Of America Corp /De/ | 384.82K | +42.8% | $16.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 369.05K | +12.0% | $15.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 329.84K | +7.5% | $13.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 325.47K | +1.7% | $13.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 291.61K | +224.0% | $12.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 282.87K | 0.0% | $11.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Corient Private Wealth LP | 235.59K | -50.6% | $9.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Creative Planning | 222.40K | +276.6% | $9.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 215.28K | +2.5% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 102.56K | +1.3% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | UBS AM, a distinct business unit of… | 87.04K | Nieuw | $3.67M | 0.0% | New | 1 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 86.08K | +398.1% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 67.33K | Nieuw | $2.84M | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Citigroup Inc | 38.32K | +9.4% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 36.11K | +9.8% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 31.71K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 24.91K | +1.5% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 17.46K | Nieuw | $737,035 | 0.0% | New | 1 | SEC ↗ |
| 29 | Sei Investments Co | 14.41K | +55.8% | $608,350 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 12.45K | +42.4% | $525,451 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 11.88K | +3.5% | $502,995 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Jones Financial Companies Lllp | 5.37K | +125.9% | $224,776 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 4.88K | Nieuw | $206,245 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 2.74K | +35.2% | $115,683 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 2.56K | -27.5% | $108,252 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | UBS Group AG | 1.72K | Nieuw | $72,661 | 0.0% | New | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.16K | -44.9% | $48,953 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 38 | Pnc Financial Services Group, Inc. | 167 | Nieuw | $7,051 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 99 | -99.3% | $4,178 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 88 | 0.0% | $3,715 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| UBS AM, a distinct business… | $3.67M | 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% |
Verlaten
| Goldman Sachs Group | $1.57M | was 0.0% |
| Financial Engines Advisors… | $268,426 | 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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer 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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