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DFUV
Dimensional - US Marketwide Value ETF · Financial Services · Asset Management
52الحاملون المتتبعون
-2Δ المساهمون
105.07Mالأسهم المحتفظ بها
$4.90Bالقيمة المُبلَّغ عنها
+0المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -3.7% ·
تدفق الأسهم -0.3% ·
المراكز الجديدة الصافية -3.8%
· الصيغة
توزيع واسع: أسهم متراجعة وعدد أقل من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | +10 | 87.07M | $4.79B | +11 | −2 |
| Q1 2026 | 52 | -1 | 96.73M | $4.69B | +1 | −2 |
| Q4 2025 | 52 | -2 | 105.07M | $4.90B | n/a | −2 |
| Q3 2025 | 7 | -1 | 1.39M | $61.91M | n/a | −1 |
| Q2 2025 | 5 | 0 | 311.67K | $13.18M | +1 | −1 |
| Q1 2025 | 3 | +2 | 119.53K | $4.93M | +2 | n/a |
| Q4 2024 | 1 | -1 | 67.66K | $2.77M | n/a | −1 |
| Q3 2024 | 2 | -1 | 68.19K | $2.84M | +1 | −2 |
| Q2 2024 | 3 | n/a | 51.38K | $2.02M | n/a | n/a |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 39.86M | n/a | $1.86B | 2.8% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 19.90M | n/a | $927.02M | 0.6% | n/c | 1 | SEC ↗ ×3 |
| 3 | Focus Partners Wealth | 14.77M | n/a | $688.03M | 0.8% | n/c | 1 | SEC ↗ |
| 4 | Northern Trust Corp | 5.89M | n/a | $274.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Creative Planning | 5.04M | n/a | $234.78M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 4.53M | n/a | $211.13M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 2.70M | n/a | $130.22M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 2.48M | n/a | $115.37M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 1.37M | n/a | $63.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | LPL Financial LLC | 1.36M | n/a | $63.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 669.62K | n/a | $31.20M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Commonwealth Equity Services, Llc | 652.74K | n/a | $30.41M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 485.06K | n/a | $22.60M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 474.03K | n/a | $22.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Cetera Investment Advisers | 447.73K | n/a | $20.86M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Financial Engines Advisors L.L.C. | 412.53K | n/a | $19.22M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 383.83K | +23.6% | $17.88M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | UBS Group AG | 377.86K | n/a | $17.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Osaic Holdings, Inc. | 317.74K | n/a | $14.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | JPMorgan Chase ✦ | 307.57K | -51.1% | $14.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Morgan Stanley ✦ | 290.20K | +3.7% | $13.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Quantinno Capital Management LP | 267.61K | n/a | $12.47M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 246.41K | n/a | $11.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Jones Financial Companies Lllp | 197.40K | n/a | $9.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Bank Of America Corp /De/ | 179.27K | n/a | $8.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Cwm, Llc | 166.00K | n/a | $7.73M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 153.56K | n/a | $7.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Captrust Financial Advisors | 135.80K | n/a | $6.33M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 124.72K | n/a | $5.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Fidelity (FMR) ✦ | 107.05K | +5.8% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 106.94K | n/a | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 97.49K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Mml Investors Services, Llc | 96.31K | n/a | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 84.84K | n/a | $3.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Bank of New York Mellon Corp | 60.27K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Pnc Financial Services Group, Inc. | 49.27K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Blair William & Co/Il | 45.13K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Brown Advisory Inc | 39.16K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 31.38K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Bank Of Montreal /Can/ | 27.57K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | BlackRock ✦ (سلبي) | 24.53K | -5.2% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Fifth Third Bancorp | 22.18K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Empower Advisory Group, LLC | 19.76K | n/a | $920,712 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 15.42K | n/a | $718,231 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 15.28K | n/a | $711,817 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Franklin Resources Inc | 13.39K | n/a | $623,933 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Jane Street Group, Llc | 12.43K | n/a | $578,881 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Lido Advisors, LLC | 12.46K | n/a | $556,810 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 5.82K | n/a | $271,061 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 5.59K | n/a | $260,485 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 3.52K | n/a | $163,997 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 1.38K | n/a | $64,108 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| Citadel Advisors | $1.49M | كان 0.0% |
| Goldman Sachs Group | $254,063 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 759 المالكون, 224.64M الأسهم, $10.81B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
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