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Effectdossier · gearchiveerd kwartaal

DFIV

Dimensional - International Value ETF · Financial Services · Asset Management - Global

58.40 +0.3% marktkapitalisatie $20.27B koers vertraagd (FMP) · per Aug 25 22:08 UTC — los van onderstaande aangiftegegevens

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
56Gevolgde houders
0Δ houders
136.82MGehouden aandelen
$6.83BGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Stable Overtuigingsscore 45/100 2 kwartalen van stijgende gevolgde aandelen ●●○○○○ Hoe deze worden berekend → Dit toelichten aan de Research Desk →

Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.4% · netto nieuwe posities 0.0%formule

Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025

Eigendom in de tijd
KwartaalHoudersΔAandelenGerapporteerde waardeNieuwUitstappen
Q2 2026 57 -3 151.70M $8.20B +4 −7
Q1 2026 61 +4 140.93M $7.43B +5 −1
Q4 2025 56 0 136.82M $6.83B +1 −1
Q3 2025 7 -1 1.87M $86.04M −1
Q2 2025 6 0 673.89K $28.86M
Q1 2025 4 +2 1.38M $54.41M +2
Q4 2024 2 +1 99.17K $3.52M +1
Q3 2024 1 -1 80.43K $3.06M −1
Q2 2024 2 64.81K $2.33M
Aantal houders
Wie het bezit · Q4 2025
#ManagerAandelenΔ aandelenWaardeHun gewichtGehouden
1 Northwestern Mutual Wealth… 29.46M $1.47B 0.9% n/c 1 SEC ↗
2 Mercer Global Advisors Inc /Adv 21.52M $1.07B 1.6% n/c 1 SEC ↗
3 Pnc Financial Services Group, Inc. 15.47M $772.16M 0.4% n/c 1 SEC ↗
4 Pnc Financial Services Group, Inc. 15.47M $772.16M 0.4% n/c 1 SEC ↗
5 Pnc Financial Services Group, Inc. 15.47M $772.16M 0.4% n/c 1 SEC ↗
6 Pnc Financial Services Group, Inc. 15.47M $772.16M 0.4% n/c 1 SEC ↗
7 Pnc Financial Services Group, Inc. 15.47M $772.16M 0.4% n/c 1 SEC ↗
8 Pnc Financial Services Group, Inc. 15.47M $772.16M 0.4% n/c 1 SEC ↗
9 Pnc Financial Services Group, Inc. 15.47M $772.16M 0.4% n/c 1 SEC ↗
10 Pnc Financial Services Group, Inc. 15.47M $772.16M 0.4% n/c 1 SEC ↗
11 Focus Partners Wealth 13.82M $689.79M 0.8% n/c 1 SEC ↗
12 Corient Private Wealth LP 9.48M $473.07M 0.3% n/c 1 SEC ↗
13 Corient Private Wealth LP 9.48M $473.07M 0.3% n/c 1 SEC ↗
14 Corient Private Wealth LP 9.48M $473.07M 0.3% n/c 1 SEC ↗
15 Northern Trust Corp 7.24M $361.15M 0.0% n/c 1 SEC ↗
16 Northern Trust Corp 7.24M $361.15M 0.0% n/c 1 SEC ↗
17 Raymond James Financial Inc 3.78M $188.77M 0.1% n/c 1 SEC ↗
18 Raymond James Financial Inc 3.78M $188.77M 0.1% n/c 1 SEC ↗
19 Raymond James Financial Inc 3.78M $188.77M 0.1% n/c 1 SEC ↗
20 Envestnet Asset Management Inc 3.78M $188.68M 0.1% n/c 1 SEC ↗
21 HighTower Advisors, LLC 3.46M $172.74M 0.2% n/c 1 SEC ↗
22 Creative Planning 3.43M $171.24M 0.1% n/c 1 SEC ↗
23 Creative Planning 3.43M $171.24M 0.1% n/c 1 SEC ↗
24 Cerity Partners LLC 3.08M $153.57M 0.2% n/c 1 SEC ↗
25 Cerity Partners LLC 3.08M $153.57M 0.2% n/c 1 SEC ↗
26 Bank Of America Corp /De/ 2.54M $126.53M 0.0% n/c 1 SEC ↗
27 Bank Of America Corp /De/ 2.54M $126.53M 0.0% n/c 1 SEC ↗
28 Bank Of America Corp /De/ 2.54M $126.53M 0.0% n/c 1 SEC ↗
29 LPL Financial LLC 2.21M $110.10M 0.0% n/c 1 SEC ↗
30 Wealth Enhancement Advisory… 2.02M $102.20M 0.1% n/c 1 SEC ↗
31 UBS Group AG 1.89M $94.16M 0.0% n/c 1 SEC ↗
32 Jones Financial Companies Lllp 1.78M $89.02M 0.1% n/c 1 SEC ↗
33 Jones Financial Companies Lllp 1.78M $89.02M 0.1% n/c 1 SEC ↗
34 Cetera Investment Advisers 1.67M $83.54M 0.1% n/c 1 SEC ↗
35 Royal Bank Of Canada 1.35M $67.60M 0.0% n/c 1 SEC ↗
36 Royal Bank Of Canada 1.35M $67.60M 0.0% n/c 1 SEC ↗
37 Royal Bank Of Canada 1.35M $67.60M 0.0% n/c 1 SEC ↗
38 Royal Bank Of Canada 1.35M $67.60M 0.0% n/c 1 SEC ↗
39 Jane Street Group, Llc 1.30M $64.87M 0.1% n/c 1 SEC ↗
40 Cwm, Llc 967.01K $48.25M 0.1% n/c 1 SEC ↗
41 Mariner, LLC 765.41K $38.19M 0.0% n/c 1 SEC ↗
42 Mariner, LLC 765.41K $38.19M 0.0% n/c 1 SEC ↗
43 Mariner, LLC 765.41K $38.19M 0.0% n/c 1 SEC ↗
44 Wells Fargo & Company/Mn 686.81K $34.27M 0.0% n/c 1 SEC ↗
45 Wells Fargo & Company/Mn 686.81K $34.27M 0.0% n/c 1 SEC ↗
46 Wells Fargo & Company/Mn 686.81K $34.27M 0.0% n/c 1 SEC ↗
47 Truist Financial Corp 666.35K $33.25M 0.0% n/c 1 SEC ↗
48 Truist Financial Corp 666.35K $33.25M 0.0% n/c 1 SEC ↗
49 JPMorgan Chase 552.07K -48.1% $27.55M 0.0% ▼ Trim 2 SEC ↗
50 JPMorgan Chase 552.07K -48.1% $27.55M 0.0% ▼ Trim 2 SEC ↗
51 JPMorgan Chase 552.07K -48.1% $27.55M 0.0% ▼ Trim 2 SEC ↗
52 JPMorgan Chase 552.07K -48.1% $27.55M 0.0% ▼ Trim 2 SEC ↗
53 Rockefeller Capital Management L.P. 526.91K $26.29M 0.0% n/c 1 SEC ↗
54 Rockefeller Capital Management L.P. 526.91K $26.29M 0.0% n/c 1 SEC ↗
55 Osaic Holdings, Inc. 411.30K $20.53M 0.0% n/c 1 SEC ↗
56 Osaic Holdings, Inc. 411.30K $20.53M 0.0% n/c 1 SEC ↗
57 Osaic Holdings, Inc. 411.30K $20.53M 0.0% n/c 1 SEC ↗
58 Mml Investors Services, Llc 375.98K $18.76M 0.0% n/c 1 SEC ↗
59 Commonwealth Equity Services, Llc 364.19K $18.17M 0.0% n/c 1 SEC ↗
60 Baird Financial Group, Inc. 345.34K $17.23M 0.0% n/c 1 SEC ↗
61 Baird Financial Group, Inc. 345.34K $17.23M 0.0% n/c 1 SEC ↗
62 Captrust Financial Advisors 333.48K $16.64M 0.0% n/c 1 SEC ↗
63 AQR Capital Management 320.01K +23.6% $15.97M 0.0% ▲ Add 7 SEC ↗
64 Stifel Financial Corp 278.82K $13.91M 0.0% n/c 1 SEC ↗
65 Stifel Financial Corp 278.82K $13.91M 0.0% n/c 1 SEC ↗
66 Stifel Financial Corp 278.82K $13.91M 0.0% n/c 1 SEC ↗
67 Morgan Stanley 211.05K +18.5% $10.53M 0.0% ▲ Add 2 SEC ↗
68 Morgan Stanley 211.05K +18.5% $10.53M 0.0% ▲ Add 2 SEC ↗
69 Morgan Stanley 211.05K +18.5% $10.53M 0.0% ▲ Add 2 SEC ↗
70 Financial Engines Advisors L.L.C. 150.43K $7.51M 0.0% n/c 1 SEC ↗
71 Quantinno Capital Management LP 114.65K $5.72M 0.0% n/c 1 SEC ↗
72 Fidelity (FMR) 77.47K +73.9% $3.87M 0.0% ▲ Add 3 SEC ↗
73 Citadel Advisors 64.45K -78.1% $3.22M 0.0% ▼ Trim 4 SEC ↗
74 Goldman Sachs Group 56.95K Nieuw $2.84M 0.0% New 1 SEC ↗
75 Boston Partners 40.19K $2.01M 0.0% n/c 1 SEC ↗
76 Bank of New York Mellon Corp 31.43K $1.57M 0.0% n/c 1 SEC ↗
77 Bank of New York Mellon Corp 31.43K $1.57M 0.0% n/c 1 SEC ↗
78 Bank of New York Mellon Corp 31.43K $1.57M 0.0% n/c 1 SEC ↗
79 Sei Investments Co 23.04K $1.15M 0.0% n/c 1 SEC ↗
80 Us Bancorp \De\ 21.59K $1.08M 0.0% n/c 1 SEC ↗
81 Fifth Third Bancorp 20.83K $1.04M 0.0% n/c 1 SEC ↗
82 Lido Advisors, LLC 19.17K $914,897 0.0% n/c 1 SEC ↗
83 Brown Advisory Inc 17.81K $888,519 0.0% n/c 1 SEC ↗
84 BlackRock (passief) 16.61K -1.8% $828,964 0.0% ▼ Trim 3 SEC ↗
85 Hrt Financial Lp 14.62K $729,000 0.0% n/c 1 SEC ↗
86 Bank Of Montreal /Can/ 14.61K $728,967 0.0% n/c 1 SEC ↗
87 Bank Of Montreal /Can/ 14.61K $728,967 0.0% n/c 1 SEC ↗
88 Bank Of Montreal /Can/ 14.61K $728,967 0.0% n/c 1 SEC ↗
89 Bank Of Montreal /Can/ 14.61K $728,967 0.0% n/c 1 SEC ↗
90 Ameriprise Financial Inc 10.23K $510,467 0.0% n/c 1 SEC ↗
91 Empower Advisory Group, LLC 7.08K $353,458 0.0% n/c 1 SEC ↗
92 Qube Research & Technologies Ltd 3.91K $195,009 0.0% n/c 1 SEC ↗
93 Franklin Resources Inc 3.32K $165,668 0.0% n/c 1 SEC ↗
94 Assetmark, Inc 2.36K $117,914 0.0% n/c 1 SEC ↗
95 Russell Investments Group, Ltd. 1.23K $61,382 0.0% n/c 1 SEC ↗
96 UBS AM, a distinct business unit of… 1.06K $53,094 0.0% n/c 1 SEC ↗
97 Citigroup Inc 183 $9,132 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

Goldman Sachs Group $2.84M 0.0%

Verlaten

D. E. Shaw & Co. $398,200 was 0.0%

Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 843 houders, 278.08M aandelen, $14.49B 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 · Verkrijg dit via de API