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Effectdossier · gearchiveerd kwartaal

DFUS

Dimensional U.S. Equity ETF · Financial Services · Asset Management

83.62 +0.3% marktkapitalisatie $21.56B koers vertraagd (FMP) · per Aug 25 22:08 UTC — los van onderstaande aangiftegegevens

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
58Gevolgde houders
-1Δ houders
85.30MGehouden aandelen
$6.33BGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Stable Overtuigingsscore 47/100 3 kwartalen van stijgende gevolgde aandelen ●●●○○○ Hoe deze worden berekend → Dit toelichten aan de Research Desk →

Momentum-inputs (vergelijkbare managers): breedte van houders -1.7% · aandelenstroom -1.2% · netto nieuwe posities -1.7%formule
Brede distributie — dalende aandelen en minder houders

Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025

Eigendom in de tijd
KwartaalHoudersΔAandelenGerapporteerde waardeNieuwUitstappen
Q2 2026 60 +5 81.32M $6.66B +7 −2
Q1 2026 56 -2 85.23M $6.04B +1 −3
Q4 2025 58 -1 85.30M $6.33B −1
Q3 2025 7 -3 2.46M $178.19M −3
Q2 2025 7 +1 253.83K $17.01M +2 −1
Q1 2025 4 0 157.21K $9.51M +1 −1
Q4 2024 4 +1 241.07K $15.37M +1
Q3 2024 3 0 63.37K $3.94M
Q2 2024 3 44.74K $2.63M
Aantal houders
Wie het bezit · Q4 2025
#ManagerAandelenΔ aandelenWaardeHun gewichtGehouden
1 Prudential Financial Inc 44.47M $3.30B 4.0% n/c 1 SEC ↗
2 Focus Partners Wealth 9.26M $686.89M 0.8% n/c 1 SEC ↗
3 LPL Financial LLC 3.60M $267.15M 0.1% n/c 1 SEC ↗
4 Creative Planning 3.43M $254.12M 0.2% n/c 1 SEC ↗
5 Corient Private Wealth LP 3.40M $252.33M 0.2% n/c 1 SEC ↗
6 Corient Private Wealth LP 3.40M $252.33M 0.2% n/c 1 SEC ↗
7 Corient Private Wealth LP 3.40M $252.33M 0.2% n/c 1 SEC ↗
8 Mercer Global Advisors Inc /Adv 2.83M $209.57M 0.3% n/c 1 SEC ↗
9 Mariner, LLC 2.71M $201.13M 0.2% n/c 1 SEC ↗
10 Mariner, LLC 2.71M $201.13M 0.2% n/c 1 SEC ↗
11 Mariner, LLC 2.71M $201.13M 0.2% n/c 1 SEC ↗
12 Mariner, LLC 2.71M $201.13M 0.2% n/c 1 SEC ↗
13 Wealth Enhancement Advisory… 1.58M $118.91M 0.2% n/c 1 SEC ↗
14 Raymond James Financial Inc 1.55M $115.25M 0.0% n/c 1 SEC ↗
15 Raymond James Financial Inc 1.55M $115.25M 0.0% n/c 1 SEC ↗
16 Raymond James Financial Inc 1.55M $115.25M 0.0% n/c 1 SEC ↗
17 Envestnet Asset Management Inc 1.31M $97.38M 0.0% n/c 1 SEC ↗
18 Commonwealth Equity Services, Llc 1.31M $97.08M 0.1% n/c 1 SEC ↗
19 Royal Bank Of Canada 1.29M $95.52M 0.0% n/c 1 SEC ↗
20 Royal Bank Of Canada 1.29M $95.52M 0.0% n/c 1 SEC ↗
21 Royal Bank Of Canada 1.29M $95.52M 0.0% n/c 1 SEC ↗
22 Royal Bank Of Canada 1.29M $95.52M 0.0% n/c 1 SEC ↗
23 Bank Of America Corp /De/ 1.22M $90.73M 0.0% n/c 1 SEC ↗
24 Bank Of America Corp /De/ 1.22M $90.73M 0.0% n/c 1 SEC ↗
25 Bank Of America Corp /De/ 1.22M $90.73M 0.0% n/c 1 SEC ↗
26 Bank Of America Corp /De/ 1.22M $90.73M 0.0% n/c 1 SEC ↗
27 Captrust Financial Advisors 932.28K $69.15M 0.1% n/c 1 SEC ↗
28 JPMorgan Chase 802.63K -55.3% $59.53M 0.0% ▼ Trim 2 SEC ↗
29 JPMorgan Chase 802.63K -55.3% $59.53M 0.0% ▼ Trim 2 SEC ↗
30 JPMorgan Chase 802.63K -55.3% $59.53M 0.0% ▼ Trim 2 SEC ↗
31 Truist Financial Corp 673.33K $49.94M 0.1% n/c 1 SEC ↗
32 Truist Financial Corp 673.33K $49.94M 0.1% n/c 1 SEC ↗
33 Assetmark, Inc 636.42K $47.20M 0.1% n/c 1 SEC ↗
34 HighTower Advisors, LLC 580.33K $43.04M 0.0% n/c 1 SEC ↗
35 Mml Investors Services, Llc 475.93K $35.30M 0.1% n/c 1 SEC ↗
36 Cetera Investment Advisers 473.22K $35.10M 0.0% n/c 1 SEC ↗
37 Cerity Partners LLC 363.37K $26.95M 0.0% n/c 1 SEC ↗
38 Cerity Partners LLC 363.37K $26.95M 0.0% n/c 1 SEC ↗
39 Morgan Stanley 346.29K -0.6% $25.68M 0.0% ▼ Trim 2 SEC ↗
40 Morgan Stanley 346.29K -0.6% $25.68M 0.0% ▼ Trim 2 SEC ↗
41 Morgan Stanley 346.29K -0.6% $25.68M 0.0% ▼ Trim 2 SEC ↗
42 Morgan Stanley 346.29K -0.6% $25.68M 0.0% ▼ Trim 2 SEC ↗
43 Osaic Holdings, Inc. 287.81K $21.35M 0.0% n/c 1 SEC ↗
44 Osaic Holdings, Inc. 287.81K $21.35M 0.0% n/c 1 SEC ↗
45 Osaic Holdings, Inc. 287.81K $21.35M 0.0% n/c 1 SEC ↗
46 UBS Group AG 245.50K $18.21M 0.0% n/c 1 SEC ↗
47 UBS Group AG 245.50K $18.21M 0.0% n/c 1 SEC ↗
48 Stifel Financial Corp 192.67K $14.29M 0.0% n/c 1 SEC ↗
49 Stifel Financial Corp 192.67K $14.29M 0.0% n/c 1 SEC ↗
50 Stifel Financial Corp 192.67K $14.29M 0.0% n/c 1 SEC ↗
51 Stifel Financial Corp 192.67K $14.29M 0.0% n/c 1 SEC ↗
52 Quantinno Capital Management LP 187.55K $13.91M 0.0% n/c 1 SEC ↗
53 AQR Capital Management 185.89K +16.7% $13.79M 0.0% ▲ Add 7 SEC ↗
54 Jones Financial Companies Lllp 180.38K $13.38M 0.0% n/c 1 SEC ↗
55 Financial Engines Advisors L.L.C. 120.32K $8.92M 0.0% n/c 1 SEC ↗
56 Northwestern Mutual Wealth… 101.25K $7.51M 0.0% n/c 1 SEC ↗
57 Fidelity (FMR) 84.03K +23.2% $6.23M 0.0% ▲ Add 3 SEC ↗
58 Brown Advisory Inc 58.38K $4.33M 0.0% n/c 1 SEC ↗
59 Brown Advisory Inc 58.38K $4.33M 0.0% n/c 1 SEC ↗
60 Bank Of Montreal /Can/ 50.85K $3.77M 0.0% n/c 1 SEC ↗
61 Bank Of Montreal /Can/ 50.85K $3.77M 0.0% n/c 1 SEC ↗
62 Cwm, Llc 47.20K $3.50M 0.0% n/c 1 SEC ↗
63 Northern Trust Corp 40.15K $2.98M 0.0% n/c 1 SEC ↗
64 Lido Advisors, LLC 35.53K $2.60M 0.0% n/c 1 SEC ↗
65 Rockefeller Capital Management L.P. 28.74K $2.13M 0.0% n/c 1 SEC ↗
66 Rockefeller Capital Management L.P. 28.74K $2.13M 0.0% n/c 1 SEC ↗
67 Us Bancorp \De\ 27.25K $2.02M 0.0% n/c 1 SEC ↗
68 Fifth Third Bancorp 22.61K $1.68M 0.0% n/c 1 SEC ↗
69 Renaissance Technologies 20.30K -30.5% $1.51M 0.0% ▼ Trim 7 SEC ↗
70 Pnc Financial Services Group, Inc. 17.68K $1.31M 0.0% n/c 1 SEC ↗
71 Ameriprise Financial Inc 14.34K $1.06M 0.0% n/c 1 SEC ↗
72 Bank of New York Mellon Corp 13.33K $988,776 0.0% n/c 1 SEC ↗
73 Bank of New York Mellon Corp 13.33K $988,776 0.0% n/c 1 SEC ↗
74 Bank of New York Mellon Corp 13.33K $988,776 0.0% n/c 1 SEC ↗
75 Wells Fargo & Company/Mn 12.76K $946,138 0.0% n/c 1 SEC ↗
76 Wells Fargo & Company/Mn 12.76K $946,138 0.0% n/c 1 SEC ↗
77 Franklin Resources Inc 12.33K $914,219 0.0% n/c 1 SEC ↗
78 Baird Financial Group, Inc. 11.02K $817,502 0.0% n/c 1 SEC ↗
79 TD Waterhouse Canada Inc. 9.96K $738,038 0.0% n/c 1 SEC ↗
80 BlackRock (passief) 9.00K +113.3% $667,307 0.0% ▲ Add 3 SEC ↗
81 Susquehanna International Group, Llp 7.85K $582,235 0.0% n/c 1 SEC ↗
82 Hrt Financial Lp 7.73K $573,000 0.0% n/c 1 SEC ↗
83 Empower Advisory Group, LLC 6.77K $501,983 0.0% n/c 1 SEC ↗
84 UBS AM, a distinct business unit of… 4.66K $345,781 0.0% n/c 1 SEC ↗
85 Jane Street Group, Llc 4.60K $341,479 0.0% n/c 1 SEC ↗
86 Sei Investments Co 3.00K $222,510 0.0% n/c 1 SEC ↗
87 Russell Investments Group, Ltd. 2.51K $185,944 0.0% n/c 1 SEC ↗
88 Citigroup Inc 294 $21,806 0.0% n/c 1 SEC ↗
89 Qube Research & Technologies Ltd 85 $6,304 0.0% n/c 1 SEC ↗
90 National Bank Of Canada /Fi/ 58 $4,300 0.0% n/c 1 SEC ↗

"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.

Nieuwe kopers

Geen nieuwe bijgehouden kopers dit kwartaal.

Verlaten

Goldman Sachs Group $4.07M was 0.0%

Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 838 houders, 207.89M aandelen, $14.71B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.

Vaak gezamenlijk in bezit

Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.

Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR. Rapportageperiode: Q4 2025 · Methodologie · Verkrijg dit via de API