证券记录
DFSD
Dimensional - Short Duration Fixed Income ETF · Financial Services · Asset Management - Bonds
37被追踪持有人
+3Δ持有人
18.72M持有股份
$893.89M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +8.8% ·
股份流向 +13.8% ·
净新建仓位 +8.1%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 7.25M | +18.5% | $346.37M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.68M | +10.9% | $128.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 2.00M | +1.4% | $95.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Assetmark, Inc | 1.28M | +7.8% | $61.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 1.23M | +3.9% | $58.70M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 847.82K | +12.8% | $40.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 454.79K | +34.2% | $21.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 408.56K | +22.9% | $19.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 408.56K | +22.9% | $19.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 345.24K | 新增 | $16.49M | 0.0% | New | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 343.27K | +5.2% | $16.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 343.27K | +5.2% | $16.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 343.27K | +5.2% | $16.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 291.67K | +4.6% | $13.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 291.67K | +4.6% | $13.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 291.67K | +4.6% | $13.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 287.21K | +15.2% | $13.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 188.27K | +8.0% | $8.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 176.07K | -2.3% | $8.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citigroup Inc | 111.93K | +16.8% | $5.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Corient Private Wealth LP | 106.57K | +0.5% | $5.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 104.33K | +12.6% | $4.98M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 101.73K | 0.0% | $4.86M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 101.61K | -1.1% | $4.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 68.46K | +36.7% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Creative Planning | 65.22K | -1.5% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cerity Partners LLC | 60.76K | +4.6% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 58.07K | +12.1% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 50.26K | +50.6% | $2.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 50.26K | +50.6% | $2.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | UBS Group AG | 24.34K | +38.0% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 22.00K | -4.0% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 19.11K | 新增 | $912,550 | 0.0% | New | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 16.01K | +125.4% | $764,573 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 5.50K | -19.5% | $262,530 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 4.33K | 新增 | $206,949 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 3.21K | 0.0% | $153,516 | 0.0% | Held | 2 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 2.68K | 0.0% | $127,725 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 2.62K | +914.7% | $125,011 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 2.62K | +914.7% | $125,011 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 767 | +2.3% | $36,624 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 718 | -0.1% | $34,284 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 162 | -94.9% | $7,729 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Us Bancorp \De\ | 2 | 新增 | $96 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Susquehanna International… | $16.49M | 0.0% |
| Quantinno Capital Management… | $912,550 | 0.0% |
| Goldman Sachs Group | $206,949 | 0.0% |
| Us Bancorp \De\ | $96 | 0.0% |
已清仓
| Jane Street Group, Llc | $5.21M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 422 持有人, 111.22M 股份, $5.23B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据