Catatan efek · kuartal yang diarsipkan
DFLV
Dimensional - US Large Cap Value ETF · Financial Services · Asset Management
40Pemegang yang dilacak
-1Δ pemegang
29.46MSaham yang dipegang
$969.84MNilai yang dilaporkan
+1Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -2.4% ·
aliran saham -1.6% ·
posisi baru bersih -2.5%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.08M | $43.85M | n/a | n/a |
| Q2 2026 | 41 | +3 | 24.18M | $956.64M | +7 | −5 |
| 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 | n/a | −1 |
| Q2 2025 | 5 | +3 | 86.76K | $2.69M | +3 | n/a |
| Q1 2025 | 1 | 0 | 41.11K | $1.26M | +1 | −1 |
| Q4 2024 | 1 | 0 | 15.58K | $467,777 | n/a | n/a |
| Q3 2024 | 1 | 0 | 19.05K | $586,900 | n/a | n/a |
| Q2 2024 | 1 | n/a | 40.31K | $1.17M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 12.23M | n/a | $379.20M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 2 | Cetera Investment Advisers | 2.32M | n/a | $79.41M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 2.16M | n/a | $73.99M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Cerity Partners LLC | 1.76M | n/a | $60.23M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.59M | n/a | $54.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of Montreal /Can/ | 1.37M | n/a | $47.00M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 1.21M | n/a | $42.68M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 968.39K | n/a | $33.13M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 966.07K | n/a | $33.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Mariner, LLC | 942.51K | n/a | $32.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 702.51K | n/a | $24.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Creative Planning | 571.12K | n/a | $19.54M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 472.87K | -48.2% | $16.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Financial Engines Advisors L.L.C. | 445.49K | n/a | $15.24M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 270.27K | n/a | $9.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 248.13K | n/a | $8.49M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 201.91K | n/a | $6.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Mml Investors Services, Llc | 193.65K | n/a | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 191.94K | n/a | $6.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Envestnet Asset Management Inc | 169.99K | n/a | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Lido Advisors, LLC | 116.79K | n/a | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 72.62K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 62.04K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 50.22K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Captrust Financial Advisors | 43.50K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 22.93K | n/a | $784,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Truist Financial Corp | 17.57K | n/a | $601,138 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Morgan Stanley ✦ | 15.21K | +76.2% | $520,368 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 13.49K | +42.5% | $461,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Jane Street Group, Llc | 12.83K | n/a | $438,880 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Hrt Financial Lp | 9.26K | n/a | $316,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 7.77K | n/a | $265,709 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (pasif) | 7.33K | Baru | $250,760 | 0.0% | New | 1 | SEC ↗ ×2 |
| 34 | Mercer Global Advisors Inc /Adv | 7.29K | n/a | $249,279 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 4.93K | n/a | $168,554 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 2.19K | n/a | $74,989 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Fidelity (FMR) ✦ | 1.67K | 0.0% | $57,033 | 0.0% | Held | 3 | SEC ↗ |
| 38 | UBS Group AG | 189 | n/a | $6,466 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 166 | n/a | $5,679 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Simplex Trading, Llc | 16 | n/a | $547 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| BlackRock | $250,760 | 0.0% |
Telah keluar
| Renaissance Technologies | $1.40M | adalah 0.0% |
| Citadel Advisors | $683,465 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 363 pemegang, 134.32M saham, $4.74B 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 sekuritas ini yang dilacak: 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API