有価証券レコード · アーカイブ済み四半期
DFSD
Dimensional - Short Duration Fixed Income ETF · Financial Services · Asset Management - Bonds
30追跡対象保有者
-2Δ保有者数
15.18M保有株数
$727.90M報告済み評価額
+0新規ポジション
−2解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり -6.2% ·
株式フロー -2.2% ·
新規ネットポジション数 -6.7%
— 計算式
幅広い売り распределение — 株式数の減少と保有者数の縮小
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q4 2025
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | +3 | 18.72M | $893.89M | +4 | −1 |
| Q1 2026 | 35 | +5 | 16.45M | $787.83M | +6 | −1 |
| Q4 2025 | 30 | -2 | 15.18M | $727.90M | — | −2 |
| Q3 2025 | 5 | 0 | 452.26K | $21.79M | — | — |
| Q2 2025 | 3 | 0 | 609.82K | $29.28M | — | — |
| Q1 2025 | 3 | 0 | 534.93K | $25.42M | — | — |
| Q4 2024 | 3 | +1 | 438.16K | $20.54M | +1 | — |
| Q3 2024 | 2 | -1 | 421.60K | $20.13M | — | −1 |
| Q2 2024 | 3 | — | 267.56K | $12.58M | — | — |
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 5.45M | — | $261.12M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.26M | — | $108.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 1.89M | — | $90.52M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Assetmark, Inc | 1.22M | — | $58.52M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 1.10M | — | $52.61M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 575.86K | — | $27.61M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 575.86K | — | $27.61M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 367.96K | — | $17.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 367.96K | — | $17.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 367.96K | — | $17.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 364.03K | — | $17.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 364.03K | — | $17.46M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 355.76K | — | $17.06M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 240.39K | — | $11.53M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 232.00K | — | $11.12M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 232.00K | — | $11.12M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 232.00K | — | $11.12M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Corient Private Wealth LP | 217.97K | — | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Corient Private Wealth LP | 217.97K | — | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 217.97K | — | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 199.54K | — | $9.58M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 167.31K | — | $8.02M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 98.16K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 83.40K | +18.9% | $4.00M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 25 | Citigroup Inc | 71.13K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 64.88K | — | $3.11M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jane Street Group, Llc | 52.35K | — | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 40.79K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northern Trust Corp | 33.89K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 26.29K | -43.6% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 26.29K | -43.6% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 24.80K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 24.80K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mariner, LLC | 20.20K | — | $968,350 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 11.56K | — | $554,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 6.92K | — | $331,622 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 6.21K | +42.0% | $297,562 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 6.21K | +42.0% | $297,562 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 2.18K | — | $104,561 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 750 | — | $35,963 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 690 | — | $33,071 | 0.0% | n/c | 1 | SEC ↗ |
「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合（確信度の指標）。✦ = キュレーション済みマネージャー。
新規買い手
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| Renaissance Technologies | $7.98M | だった 0.0% |
| Citadel Advisors | $7.97M | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 422 保有者, 111.22M 株式数, $5.23B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。