Effectdossier · gearchiveerd kwartaal
DFEM
Dimensional - Emerging Markets Core Equity 2 ETF · Financial Services · Asset Management - Global
39Gevolgde houders
-1Δ houders
38.89MGehouden aandelen
$1.29BGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.5% ·
aandelenstroom -1.6% ·
netto nieuwe posities -2.6%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | 0 | 31.64M | $1.28B | +2 | −2 |
| Q1 2026 | 48 | +9 | 35.67M | $1.23B | +9 | — |
| Q4 2025 | 39 | -1 | 38.89M | $1.29B | — | −1 |
| Q3 2025 | 5 | -1 | 919.03K | $29.47M | — | −1 |
| Q2 2025 | 4 | +2 | 602.16K | $17.87M | +2 | — |
| Q1 2025 | 1 | -1 | 34.74K | $919,141 | — | −1 |
| Q4 2024 | 2 | 0 | 49.38K | $1.29M | +1 | −1 |
| Q3 2024 | 2 | 0 | 67.97K | $1.91M | +1 | −1 |
| Q2 2024 | 2 | — | 34.23K | $915,098 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 14.09M | — | $466.53M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 14.09M | — | $466.53M | 0.3% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 14.09M | — | $466.53M | 0.3% | n/c | 1 | SEC ↗ |
| 4 | Focus Partners Wealth | 8.36M | — | $276.61M | 0.3% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 3.76M | — | $124.39M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 2.00M | — | $66.10M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cwm, Llc | 1.67M | — | $55.40M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Bank Of Montreal /Can/ | 1.67M | — | $55.20M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of Montreal /Can/ | 1.67M | — | $55.20M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 1.10M | — | $36.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 1.03M | — | $34.00M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 1.03M | — | $34.00M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 972.18K | — | $32.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 751.19K | — | $24.85M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 751.19K | — | $24.85M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 751.19K | — | $24.85M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Financial Engines Advisors L.L.C. | 667.34K | — | $22.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 594.72K | — | $19.67M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 498.18K | — | $16.48M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 276.99K | — | $9.16M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 276.99K | — | $9.16M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 276.99K | — | $9.16M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 262.58K | — | $8.69M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 248.24K | — | $8.21M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 179.09K | — | $5.92M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 139.35K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 139.35K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 109.96K | -44.7% | $3.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 109.96K | -44.7% | $3.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 109.96K | -44.7% | $3.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 97.70K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 86.60K | -52.0% | $2.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 86.60K | -52.0% | $2.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 86.60K | -52.0% | $2.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 86.60K | -52.0% | $2.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 84.25K | +25.7% | $2.79M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 43.88K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Brown Advisory Inc | 38.67K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Royal Bank Of Canada | 34.13K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 34.13K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Royal Bank Of Canada | 34.13K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citigroup Inc | 27.96K | — | $924,983 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Quantinno Capital Management LP | 26.94K | — | $891,182 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 16.96K | +36.1% | $560,903 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 12.70K | — | $420,211 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cetera Investment Advisers | 10.44K | — | $345,207 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Stifel Financial Corp | 8.01K | — | $264,838 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Stifel Financial Corp | 8.01K | — | $264,838 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Northern Trust Corp | 7.88K | — | $260,836 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 5.83K | — | $192,890 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 5.83K | — | $192,890 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Franklin Resources Inc | 3.12K | — | $103,210 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Fifth Third Bancorp | 2.10K | — | $69,336 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | UBS Group AG | 1.09K | — | $36,024 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Assetmark, Inc | 380 | — | $12,570 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 172 | — | $5,690 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Jones Financial Companies Lllp | 0 | — | $0 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $14.76M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 556 houders, 194.48M aandelen, $6.54B 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: Q4 2025 ·
Methodologie ·
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