证券记录 · 已归档季度
DFUV
Dimensional - US Marketwide Value ETF · Financial Services · Asset Management
52被追踪持有人
-1Δ持有人
96.73M持有股份
$4.69B报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -1.9% ·
股份流向 -7.9% ·
净新建仓位 -1.9%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 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 | 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 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 ✦ (被动) | 26.30K | +7.2% | $1.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 80 | BlackRock ✦ (被动) | 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 ↗ |
"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
| Renaissance Technologies | $1.70M | 0.0% |
已清仓
| Susquehanna International… | $718,231 | 曾为 0.0% |
| Jane Street Group, Llc | $578,881 | 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): 759 持有人, 224.64M 股份, $10.81B 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: Q1 2026 ·
方法论 ·
通过API获取此数据