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Dimsnl US LC CR EQ MT ETF (DFAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
First Citizens Bank & Trust Co
INCREASED
Shares19,028,048 from 9,694,094
Change+9,333,954 (+96%)
Value$978.2M (+$490.1M)
Filed 2026-10-14
Plancorp, LLC
DECREASED
Shares7,061,044 from 7,263,717
Change-202,673 (-3%)
Value$361.5M (-$4.3M)
Filed 2026-11-03
Joseph Group Capital Management
NEW
Shares1,065,026
Change+1,065,026
Value$54.7M
Filed 2026-11-04
Parkside Financial Bank & Trust
DECREASED
Shares31,690 from 34,175
Change-2,485 (-7%)
Value$1.6M (-$91.7K)
Filed 2026-10-27
Oakworth Capital, Inc.
NEW
Shares15,200
Change+15,200
Value$781.4K
Filed 2026-10-26
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,728,917
Change-9,728,917 (-100%)
Value—
Status
First Citizens Bank & Trust Co
INCREASED19,028,0489,694,094+9,333,954+96%$488.1M$978.2M+$490.1M2026-10-14
Plancorp, LLC
DECREASED7,061,0447,263,717-202,673-3%$365.7M$361.5M-$4.3M2026-11-03
Joseph Group Capital Management
NEW1,065,026—+1,065,026——$54.7M—2026-11-04
Parkside Financial Bank & Trust
DECREASED31,69034,175-2,485-7%$1.7M$1.6M-$91.7K2026-10-27
Oakworth Capital, Inc.
NEW15,200—+15,200——$781.4K—2026-10-26
Envestnet Portfolio Solutions, Inc.
N/A—9,728,917-9,728,917-100%$489.9M———
Showing 6 of 6 institutions