证券记录 · 已归档季度
DFIS
Dimensional - International Small Cap ETF · Financial Services · Asset Management - Global
42被追踪持有人
+4Δ持有人
75.55M持有股份
$2.49B报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +10.5% ·
股份流向 +20.0% ·
净新建仓位 +9.5%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 58.75M | +28.4% | $1.92B | 0.9% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Corient Private Wealth LP | 2.79M | -46.4% | $93.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Creative Planning | 2.43M | +0.4% | $81.71M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 1.84M | +4.5% | $62.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of Montreal /Can/ | 1.42M | +1.1% | $47.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Jane Street Group, Llc | 1.27M | +58.2% | $42.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cwm, Llc | 1.13M | +8.3% | $38.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 893.11K | +44.9% | $30.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Northwestern Mutual Wealth… | 845.29K | +22.2% | $28.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Focus Partners Wealth | 830.32K | +0.5% | $27.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 688.37K | +7.9% | $23.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | LPL Financial LLC | 450.88K | +81.8% | $15.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 356.16K | +256.3% | $11.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 294.68K | -2.1% | $9.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Osaic Holdings, Inc. | 261.50K | +59.2% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Raymond James Financial Inc | 221.42K | +110.5% | $7.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Susquehanna International Group, Llp | 178.46K | 新增 | $6.01M | 0.0% | New | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 149.33K | +0.6% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 115.60K | -27.1% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 98.42K | +12.5% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Northern Trust Corp | 77.31K | +0.4% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 76.31K | -3.4% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mariner, LLC | 67.30K | +4.5% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Sei Investments Co | 53.44K | +15.2% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 48.87K | +1.6% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Captrust Financial Advisors | 48.11K | +2.6% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 41.28K | -0.6% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 33.83K | 新增 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 23.20K | +2.3% | $780,976 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 13.83K | +1536.3% | $465,566 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 10.95K | 新增 | $368,653 | 0.0% | New | 1 | SEC ↗ |
| 32 | Cetera Investment Advisers | 10.51K | +13.8% | $353,892 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 7.76K | 新增 | $261,322 | 0.0% | New | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 6.68K | 0.0% | $225,084 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 6.46K | +362.3% | $217,613 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 6.26K | 新增 | $210,684 | 0.0% | New | 1 | SEC ↗ ×3 |
| 37 | Assetmark, Inc | 4.04K | +874.5% | $136,161 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 3.63K | +13.6% | $122,180 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Rockefeller Capital Management L.P. | 483 | -87.1% | $16,278 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 467 | +357.8% | $15,724 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 433 | -84.7% | $14,579 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | UBS Group AG | 61 | -99.6% | $2,054 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Susquehanna International… | $6.01M | 0.0% |
| Citadel Advisors | $1.14M | 0.0% |
| Ameriprise Financial Inc | $368,653 | 0.0% |
| AQR Capital Management | $261,322 | 0.0% |
| Bank of New York Mellon Corp | $210,684 | 0.0% |
已清仓
| Deutsche Bank Ag\ | $14,197 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 336 持有人, 142.83M 股份, $4.26B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据