Catatan efek · kuartal yang diarsipkan
DFIV
Dimensional - International Value ETF · Financial Services · Asset Management - Global
57Pemegang yang dilacak
-3Δ pemegang
151.70MSaham yang dipegang
$8.20BNilai yang dilaporkan
+4Posisi baru
−7Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -5.0% ·
aliran saham +8.5% ·
posisi baru bersih -5.3%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 33.55M | +7.6% | $1.81B | 1.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 23.96M | +7.6% | $1.29B | 1.6% | ▲ Add | 3 | SEC ↗ |
| 3 | Pnc Financial Services Group, Inc. | 17.20M | +4.5% | $929.24M | 0.5% | ▲ Add | 3 | SEC ↗ ×8 |
| 4 | Focus Partners Wealth | 17.20M | +27.0% | $929.04M | 1.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Northern Trust Corp | 7.24M | +0.3% | $391.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 5.08M | +21.4% | $274.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 4.68M | -1.4% | $253.08M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Bank Of America Corp /De/ | 3.83M | +12.8% | $207.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Cerity Partners LLC | 3.63M | +13.1% | $196.20M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Corient Private Wealth LP | 3.53M | -35.2% | $190.49M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 3.48M | +31.4% | $187.50M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | HighTower Advisors, LLC | 3.39M | +0.7% | $183.25M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 13 | Creative Planning | 3.38M | -1.0% | $182.64M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | LPL Financial LLC | 2.75M | +17.8% | $148.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 2.45M | +15.5% | $132.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Nomura Asset Management… | 2.00M | Baru | $107.94M | 0.2% | New | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 1.92M | +2.9% | $103.61M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 1.54M | +5.5% | $83.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Wealth Enhancement Advisory… | 1.45M | +21.2% | $80.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 1.31M | -39.1% | $70.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1.25M | +23.5% | $67.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Mariner, LLC | 873.53K | +2.5% | $47.18M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Truist Financial Corp | 668.30K | +0.8% | $36.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Baird Financial Group, Inc. | 616.50K | +9.2% | $33.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 574.46K | -1.9% | $31.00M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 26 | Mml Investors Services, Llc | 513.67K | +25.8% | $27.75M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 456.69K | +13.4% | $24.67M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 451.84K | +32.3% | $24.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 29 | Rockefeller Capital Management L.P. | 429.83K | -19.3% | $23.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Commonwealth Equity Services, Llc | 401.96K | +3.9% | $21.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 332.15K | +0.2% | $17.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 295.76K | +2.2% | $15.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | Quantinno Capital Management LP | 248.72K | +25.9% | $13.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 216.88K | -3.8% | $11.72M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 35 | Financial Engines Advisors L.L.C. | 152.21K | +4.1% | $8.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 138.10K | +11.3% | $7.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 37 | Fidelity (FMR) ✦ | 104.03K | +13.7% | $5.62M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 38 | Brown Advisory Inc | 89.68K | +97.9% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Boston Partners | 46.89K | -6.1% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 38.60K | +18.6% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Nuveen, LLC | 32.69K | Baru | $1.77M | 0.0% | New | 1 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 31.70K | +17.5% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 43 | Sei Investments Co | 30.42K | +18.4% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Gotham Asset Management ✦ | 30.01K | 0.0% | $1.62M | 0.0% | Held | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 21.57K | -2.1% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | BlackRock ✦ (pasif) | 17.84K | +861.4% | $963,879 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 47 | Ameriprise Financial Inc | 17.20K | -1.6% | $929,109 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Lido Advisors, LLC | 14.87K | +1.5% | $803,285 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | CIBC Bancorp USA Inc. | 12.62K | +10.7% | $682,002 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Empower Advisory Group, LLC | 4.82K | +1.3% | $260,365 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Assetmark, Inc | 4.48K | +54.6% | $241,963 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Franklin Resources Inc | 4.42K | +32.9% | $238,769 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | UBS AM, a distinct business unit of… | 3.96K | -25.0% | $214,189 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 2.58K | +29.7% | $139,564 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 1.48K | Baru | $77,710 | 0.0% | New | 1 | SEC ↗ |
| 56 | Simplex Trading, Llc | 1.29K | +6.2% | $69,685 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Citigroup Inc | 1 | Baru | $54 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Nomura Asset Management… | $107.94M | 0.2% |
| Nuveen, LLC | $1.77M | 0.0% |
| TD Waterhouse Canada Inc. | $77,710 | 0.0% |
| Citigroup Inc | $54 | 0.0% |
Telah keluar
| Citadel Advisors | $3.80M | adalah 0.0% |
| Goldman Sachs Group | $2.80M | adalah 0.0% |
| Susquehanna International… | $1.75M | adalah 0.0% |
| Hrt Financial Lp | $1.02M | adalah 0.0% |
| Renaissance Technologies | $680,862 | adalah 0.0% |
| D. E. Shaw & Co. | $419,232 | adalah 0.0% |
| Qube Research & Technologies… | $52,780 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 843 pemegang, 278.08M saham, $14.49B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API