Catatan efek · kuartal yang diarsipkan
DFSD
Dimensional - Short Duration Fixed Income ETF · Financial Services · Asset Management - Bonds
35Pemegang yang dilacak
+5Δ pemegang
16.45MSaham yang dipegang
$787.83MNilai yang dilaporkan
+6Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +16.7% ·
aliran saham +8.4% ·
posisi baru bersih +14.3%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
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 | 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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 6.12M | +12.4% | $293.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.42M | +6.8% | $115.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 1.97M | +4.3% | $94.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Assetmark, Inc | 1.19M | -2.4% | $57.02M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 1.18M | +7.8% | $56.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 751.65K | +30.5% | $35.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 338.86K | -4.8% | $16.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 332.49K | -8.7% | $15.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 332.49K | -8.7% | $15.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 326.46K | -11.3% | $15.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 326.46K | -11.3% | $15.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 326.46K | -11.3% | $15.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 278.90K | +20.2% | $13.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 278.90K | +20.2% | $13.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 278.90K | +20.2% | $13.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 249.24K | +3.7% | $11.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 180.23K | +7.7% | $8.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 174.36K | -12.6% | $8.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 108.76K | +107.8% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Corient Private Wealth LP | 105.99K | -51.4% | $5.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 102.71K | +4.6% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS AM, a distinct business unit of… | 101.73K | Baru | $4.87M | 0.0% | New | 1 | SEC ↗ |
| 23 | Citigroup Inc | 95.84K | +34.8% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 92.65K | +11.1% | $4.44M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Creative Planning | 66.20K | +857.2% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 58.09K | Baru | $2.78M | 0.0% | New | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 51.83K | +27.1% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 50.08K | -22.8% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 33.38K | +27.0% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 33.38K | +27.0% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 33.38K | +27.0% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 22.91K | +13.4% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS Group AG | 17.64K | Baru | $844,651 | 0.0% | New | 1 | SEC ↗ |
| 34 | UBS Group AG | 17.64K | Baru | $844,651 | 0.0% | New | 1 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 7.10K | Baru | $340,092 | 0.0% | New | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 6.83K | +10.1% | $327,171 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 6.83K | +10.1% | $327,171 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Cwm, Llc | 6.03K | -47.8% | $288,786 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 3.21K | Baru | $153,934 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 3.19K | Baru | $152,497 | 0.0% | New | 1 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 2.68K | +22.6% | $128,020 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 750 | 0.0% | $35,910 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 719 | +4.2% | $34,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 258 | -99.0% | $12,364 | 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
| UBS AM, a distinct business… | $4.87M | 0.0% |
| Cerity Partners LLC | $2.78M | 0.0% |
| UBS Group AG | $844,651 | 0.0% |
| UBS Group AG | $844,651 | 0.0% |
| Citadel Advisors | $340,092 | 0.0% |
| Fifth Third Bancorp | $153,934 | 0.0% |
| Fidelity (FMR) | $152,497 | 0.0% |
Telah keluar
| Northern Trust Corp | $1.62M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 422 pemegang, 111.22M saham, $5.23B 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