Scheda del titolo
DFLV
Dimensional - US Large Cap Value ETF · Financial Services · Asset Management
41Holder monitorati
+3Δ titolari
24.18MQuote detenute
$956.64MValore dichiarato
+7Nuove posizioni
−5Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +7.9% ·
flusso azionario +1.7% ·
nuove posizioni nette +4.9%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | −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 | — | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 4.42M | +20.6% | $174.93M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Corient Private Wealth LP | 3.32M | -50.9% | $131.38M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 3 | Cerity Partners LLC | 2.88M | +32.8% | $113.76M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 1.91M | +5.5% | $75.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of Montreal /Can/ | 1.57M | +7.0% | $61.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mariner, LLC | 1.08M | -5.1% | $42.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 1.06M | Nuovo | $41.79M | 0.0% | New | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.02M | +6.9% | $40.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Raymond James Financial Inc | 920.38K | +17.3% | $36.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Wealth Enhancement Advisory… | 787.19K | +14.7% | $31.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 736.90K | +19.7% | $29.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 676.37K | +77.8% | $26.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Creative Planning | 604.79K | +3.9% | $23.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 497.10K | +83.0% | $19.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 464.94K | +5.2% | $18.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 448.49K | +5.9% | $17.80M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 321.14K | +10.6% | $12.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 250.03K | +10.3% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 243.50K | +14.0% | $9.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Stifel Financial Corp | 189.36K | -1.5% | $7.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Royal Bank Of Canada | 130.05K | -11.8% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 22 | Quantinno Capital Management LP | 110.59K | +6.6% | $4.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Marshall Wace ✦ | 99.38K | Nuovo | $3.93M | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Qube Research & Technologies Ltd | 74.20K | -25.4% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Lido Advisors, LLC | 58.05K | -8.8% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 44.48K | +2.6% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 43.81K | +3.1% | $1.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Northern Trust Corp | 39.45K | Nuovo | $1.56M | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Renaissance Technologies ✦ | 35.40K | -52.7% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 33.69K | +27.3% | $1.33M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 31 | Baird Financial Group, Inc. | 28.84K | +39.3% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 24.09K | +17.1% | $952,321 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | BlackRock ✦ (passivo) | 14.10K | +92.3% | $557,435 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Northwestern Mutual Wealth… | 12.57K | +28.1% | $496,880 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 10.73K | +6609.4% | $424,462 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS Group AG | 5.66K | Nuovo | $223,638 | 0.0% | New | 1 | SEC ↗ |
| 37 | Sei Investments Co | 5.53K | Nuovo | $218,770 | 0.0% | New | 1 | SEC ↗ |
| 38 | Truist Financial Corp | 5.46K | Nuovo | $215,986 | 0.0% | New | 1 | SEC ↗ |
| 39 | Nuveen, LLC | 5.33K | Nuovo | $210,698 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.65K | -9.7% | $104,794 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Simplex Trading, Llc | 43 | -84.1% | $1,700 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Two Sigma Investments | $41.79M | 0.0% |
| Marshall Wace | $3.93M | 0.0% |
| Northern Trust Corp | $1.56M | 0.0% |
| UBS Group AG | $223,638 | 0.0% |
| Sei Investments Co | $218,770 | 0.0% |
| Truist Financial Corp | $215,986 | 0.0% |
| Nuveen, LLC | $210,698 | 0.0% |
Uscito
| HighTower Advisors, LLC | $77.17M | era 0.1% |
| Citadel Advisors | $1.13M | era 0.0% |
| D. E. Shaw & Co. | $388,775 | era 0.0% |
| Us Bancorp \De\ | $85,704 | era 0.0% |
| Jones Financial Companies Lllp | $13,853 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 363 detentori, 134.32M azioni, $4.74B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
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