증권 기록 · 과거 분기 (아카이브)
DFUV
Dimensional - US Marketwide Value ETF · Financial Services · Asset Management
52추적 보유자
-1Δ 보유자
96.73M보유 주식 수
$4.69B보고 가치
+1신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -1.9% ·
주식 흐름 -7.9% ·
순 신규 포지션 -1.9%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 61 | +10 | 91.50M | $5.03B | +11 | −1 |
| Q1 2026 | 52 | -1 | 96.73M | $4.69B | +1 | −2 |
| Q4 2025 | 52 | -2 | 105.07M | $4.90B | — | −2 |
| Q3 2025 | 7 | -1 | 1.39M | $61.91M | — | −1 |
| Q2 2025 | 5 | 0 | 311.67K | $13.18M | +1 | −1 |
| Q1 2025 | 3 | +2 | 119.53K | $4.93M | +2 | — |
| Q4 2024 | 1 | -1 | 67.66K | $2.77M | — | −1 |
| Q3 2024 | 2 | -1 | 68.19K | $2.84M | +1 | −2 |
| Q2 2024 | 3 | — | 51.38K | $2.02M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 42.34M | +6.2% | $2.05B | 3.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Focus Partners Wealth | 14.70M | -0.5% | $712.21M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 3 | Corient Private Wealth LP | 9.74M | -51.1% | $471.80M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 4 | Northern Trust Corp | 5.54M | -5.8% | $268.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Northern Trust Corp | 5.54M | -5.8% | $268.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Creative Planning | 4.95M | -1.7% | $240.01M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 7 | Creative Planning | 4.95M | -1.7% | $240.01M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 4.47M | -1.4% | $216.49M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 2.53M | +2.3% | $122.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 10 | Cerity Partners LLC | 2.53M | +2.3% | $122.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 1.81M | -33.1% | $87.91M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.37M | +0.6% | $66.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.37M | +0.6% | $66.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 1.37M | +0.6% | $66.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 1.37M | +0.8% | $66.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 748.45K | +54.3% | $36.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 729.22K | +8.9% | $35.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 729.22K | +8.9% | $35.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mariner, LLC | 729.22K | +8.9% | $35.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 729.22K | +8.9% | $35.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 625.50K | -4.2% | $30.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 478.56K | +1.0% | $23.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 478.56K | +1.0% | $23.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 478.56K | +1.0% | $23.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 456.87K | +2.0% | $22.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 445.69K | +16.1% | $21.60M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | UBS Group AG | 410.87K | +8.7% | $19.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 386.38K | -6.3% | $18.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 339.02K | +26.7% | $16.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 318.53K | +3.6% | $15.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 318.53K | +3.6% | $15.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 318.53K | +3.6% | $15.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 318.53K | +3.6% | $15.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 318.53K | +3.6% | $15.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 318.53K | +3.6% | $15.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 299.19K | -5.8% | $14.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 299.19K | -5.8% | $14.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 299.19K | -5.8% | $14.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 287.13K | -1.1% | $13.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 287.13K | -1.1% | $13.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 287.13K | -1.1% | $13.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 287.13K | -1.1% | $13.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 262.12K | +6.4% | $12.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 262.12K | +6.4% | $12.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 243.49K | +783.2% | $11.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 243.49K | +783.2% | $11.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 243.49K | +783.2% | $11.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 243.49K | +783.2% | $11.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 205.23K | +4.0% | $9.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 205.23K | +4.0% | $9.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank Of America Corp /De/ | 184.48K | +2.9% | $8.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of America Corp /De/ | 184.48K | +2.9% | $8.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Truist Financial Corp | 180.20K | +17.4% | $8.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Truist Financial Corp | 180.20K | +17.4% | $8.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Cwm, Llc | 167.04K | +0.6% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Captrust Financial Advisors | 135.62K | -0.1% | $6.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Northwestern Mutual Wealth… | 128.38K | +20.1% | $6.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 123.53K | +15.4% | $5.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Royal Bank Of Canada | 117.61K | -5.7% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Royal Bank Of Canada | 117.61K | -5.7% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Royal Bank Of Canada | 117.61K | -5.7% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Rockefeller Capital Management L.P. | 99.43K | +17.2% | $4.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Rockefeller Capital Management L.P. | 99.43K | +17.2% | $4.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 99.43K | +17.2% | $4.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Us Bancorp \De\ | 96.22K | -1.3% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Us Bancorp \De\ | 96.22K | -1.3% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 60.27K | 0.0% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 60.27K | 0.0% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 60.27K | 0.0% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Mml Investors Services, Llc | 59.24K | -38.5% | $2.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 52.71K | +7.0% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 52.71K | +7.0% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Blair William & Co/Il | 48.78K | +8.1% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Brown Advisory Inc | 39.16K | 0.0% | $1.90M | 0.0% | Held | 2 | SEC ↗ |
| 75 | Renaissance Technologies ✦ | 35.10K | 신규 | $1.70M | 0.0% | New | 1 | SEC ↗ |
| 76 | Baird Financial Group, Inc. | 31.47K | +0.3% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Baird Financial Group, Inc. | 31.47K | +0.3% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Fifth Third Bancorp | 29.91K | +34.9% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | BlackRock ✦ (패시브) | 26.30K | +7.2% | $1.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 80 | BlackRock ✦ (패시브) | 26.30K | +7.2% | $1.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 81 | Ameriprise Financial Inc | 14.91K | -2.4% | $722,539 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Franklin Resources Inc | 13.44K | +0.4% | $651,302 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Empower Advisory Group, LLC | 11.62K | -41.2% | $562,863 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Lido Advisors, LLC | 9.96K | -20.1% | $482,419 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | CIBC Bancorp USA Inc. | 7.82K | — | $378,860 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Assetmark, Inc | 5.12K | -8.3% | $248,309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 2.78K | -21.1% | $134,622 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Qube Research & Technologies Ltd | 2.75K | -52.8% | $133,217 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | UBS AM, a distinct business unit of… | 1.38K | 0.0% | $66,681 | 0.0% | Held | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Renaissance Technologies | $1.70M | 0.0% |
청산됨
| Susquehanna International… | $718,231 | 이었음 0.0% |
| Jane Street Group, Llc | $578,881 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 759 보유 기관, 224.64M 주식, $10.81B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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