سجل الورقة المالية · ربع مؤرشف
DFLV
Dimensional - US Large Cap Value ETF · Financial Services · Asset Management
40الحاملون المتتبعون
-1Δ المساهمون
29.46Mالأسهم المحتفظ بها
$969.84Mالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -2.4% ·
تدفق الأسهم -1.6% ·
المراكز الجديدة الصافية -2.5%
— الصيغة
توزيع واسع — انخفاض الأسهم وتراجع عدد المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | +3 | 26.43M | $1.05B | +7 | −4 |
| Q1 2026 | 40 | 0 | 27.09M | $966.93M | +5 | −5 |
| Q4 2025 | 40 | -1 | 29.46M | $969.84M | +1 | −2 |
| Q3 2025 | 6 | -1 | 995.52K | $32.75M | — | −1 |
| Q2 2025 | 5 | +3 | 86.76K | $2.69M | +3 | — |
| Q1 2025 | 1 | 0 | 41.11K | $1.26M | +1 | −1 |
| Q4 2024 | 1 | 0 | 15.58K | $467,777 | — | — |
| Q3 2024 | 1 | 0 | 19.05K | $586,900 | — | — |
| Q2 2024 | 1 | — | 40.31K | $1.17M | — | — |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 12.23M | — | $379.20M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 12.23M | — | $379.20M | 0.3% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 12.23M | — | $379.20M | 0.3% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 2.32M | — | $79.41M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 2.16M | — | $73.99M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Cerity Partners LLC | 1.76M | — | $60.23M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Cerity Partners LLC | 1.76M | — | $60.23M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 1.59M | — | $54.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of Montreal /Can/ | 1.37M | — | $47.00M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 1.21M | — | $42.68M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 968.39K | — | $33.13M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 966.07K | — | $33.05M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 966.07K | — | $33.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 966.07K | — | $33.05M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 942.51K | — | $32.24M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 942.51K | — | $32.24M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 702.51K | — | $24.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 702.51K | — | $24.03M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 571.12K | — | $19.54M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 472.87K | -48.2% | $16.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Financial Engines Advisors L.L.C. | 445.49K | — | $15.24M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 270.27K | — | $9.25M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 248.13K | — | $8.49M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 201.91K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 201.91K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 193.65K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 191.94K | — | $6.57M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 191.94K | — | $6.57M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 169.99K | — | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Lido Advisors, LLC | 116.79K | — | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 72.62K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 62.04K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 50.22K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Captrust Financial Advisors | 43.50K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 22.93K | — | $784,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 22.93K | — | $784,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 22.93K | — | $784,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Truist Financial Corp | 17.57K | — | $601,138 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Truist Financial Corp | 17.57K | — | $601,138 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 15.21K | +76.2% | $520,368 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 13.49K | +42.5% | $461,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Jane Street Group, Llc | 12.83K | — | $438,880 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Jane Street Group, Llc | 12.83K | — | $438,880 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Hrt Financial Lp | 9.26K | — | $316,000 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 7.77K | — | $265,709 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | BlackRock ✦ (سلبي) | 7.33K | جديد | $250,760 | 0.0% | New | 1 | SEC ↗ |
| 47 | BlackRock ✦ (سلبي) | 7.33K | جديد | $250,760 | 0.0% | New | 1 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 7.29K | — | $249,279 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 4.93K | — | $168,554 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 2.19K | — | $74,989 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 2.19K | — | $74,989 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 1.67K | 0.0% | $57,033 | 0.0% | Held | 3 | SEC ↗ |
| 53 | UBS Group AG | 189 | — | $6,466 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Fifth Third Bancorp | 166 | — | $5,679 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Simplex Trading, Llc | 16 | — | $547 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
تم الخروج
| Renaissance Technologies | $1.40M | كان 0.0% |
| Citadel Advisors | $683,465 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 363 المالكون, 134.32M الأسهم, $4.74B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
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