Catatan efek · kuartal yang diarsipkan
DFLV
Dimensional - US Large Cap Value ETF · Financial Services · Asset Management
40Pemegang yang dilacak
0Δ pemegang
27.09MSaham yang dipegang
$966.93MNilai yang dilaporkan
+5Posisi baru
−5Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -8.0% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 6.77M | -44.6% | $241.61M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 3.67M | +58.0% | $130.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Cerity Partners LLC | 2.17M | +23.1% | $77.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Cerity Partners LLC | 2.17M | +23.1% | $77.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Cerity Partners LLC | 2.17M | +23.1% | $77.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 2.16M | -0.1% | $77.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 1.81M | +13.9% | $64.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of Montreal /Can/ | 1.46M | +6.5% | $52.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cwm, Llc | 1.14M | +17.4% | $40.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Mariner, LLC | 1.14M | +20.5% | $40.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mariner, LLC | 1.14M | +20.5% | $40.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 958.44K | -0.8% | $34.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 958.44K | -0.8% | $34.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 958.44K | -0.8% | $34.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 784.61K | +11.7% | $28.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 784.61K | +11.7% | $28.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 686.19K | -43.1% | $24.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 615.54K | +262.1% | $21.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Creative Planning | 581.93K | +1.9% | $20.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Financial Engines Advisors L.L.C. | 441.76K | -0.8% | $15.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 423.58K | -10.4% | $14.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 380.32K | +5119.1% | $13.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 290.45K | +7.5% | $10.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 271.68K | +9.5% | $9.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 226.58K | +17.0% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 213.63K | +5.8% | $7.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 213.63K | +5.8% | $7.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 192.20K | +0.1% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 192.20K | +0.1% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 147.53K | +543.5% | $5.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 147.53K | +543.5% | $5.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 147.53K | +543.5% | $5.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 147.53K | +543.5% | $5.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 103.76K | +106.6% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 99.46K | +37.0% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Renaissance Technologies ✦ | 74.90K | Baru | $2.67M | 0.0% | New | 1 | SEC ↗ |
| 37 | Lido Advisors, LLC | 63.62K | -45.5% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Captrust Financial Advisors | 43.35K | -0.3% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 42.50K | +215.0% | $1.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 31.62K | Baru | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 26.46K | +74.0% | $944,851 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 26.46K | +74.0% | $944,851 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 20.70K | +166.5% | $739,268 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 20.57K | -66.8% | $734,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | D. E. Shaw & Co. ✦ | 10.89K | Baru | $388,775 | 0.0% | New | 1 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 9.81K | +99.1% | $350,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | BlackRock ✦ (pasif) | 7.33K | 0.0% | $261,754 | 0.0% | Held | 2 | SEC ↗ |
| 48 | BlackRock ✦ (pasif) | 7.33K | 0.0% | $261,754 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 2.93K | +75.9% | $104,722 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Us Bancorp \De\ | 2.40K | Baru | $85,704 | 0.0% | New | 1 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 393 | Baru | $13,853 | 0.0% | New | 1 | SEC ↗ |
| 52 | Simplex Trading, Llc | 271 | +1593.8% | $9,677 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 160 | -92.7% | $5,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Renaissance Technologies | $2.67M | 0.0% |
| Citadel Advisors | $1.13M | 0.0% |
| D. E. Shaw & Co. | $388,775 | 0.0% |
| Us Bancorp \De\ | $85,704 | 0.0% |
| Jones Financial Companies Lllp | $13,853 | 0.0% |
Telah keluar
| Truist Financial Corp | $601,138 | adalah 0.0% |
| Jane Street Group, Llc | $438,880 | adalah 0.0% |
| Hrt Financial Lp | $316,000 | adalah 0.0% |
| UBS Group AG | $6,466 | adalah 0.0% |
| Fifth Third Bancorp | $5,679 | 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 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API