US2332034139 - DFA US Core Equity 1 Portfolio Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Podstawowe statystyki
Właściciele instytucjonalni 34 total, 34 long only, 0 short only, 0 long/short - change of 13,33% MRQ
Średnia alokacja portfela 12.6203 % - change of -15,33% MRQ
Akcje instytucjonalne (długie) 75 153 592 (ex 13D/G) - change of -0,46MM shares -0,61% MRQ
Wartość instytucjonalna (długa) $ 3 057 676 USD ($1000)
Własność instytucjonalna i akcjonariusze

DFA US Core Equity 1 Portfolio (US:US2332034139) posiada 34 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 75,153,592 akcji. Do największych akcjonariuszy należą DGEIX - Global Equity Portfolio - Institutional Class, DFA INVESTMENT DIMENSIONS GROUP INC - World Core Equity Portfolio Institutional Class, DGSIX - Global Allocation 60/40 Portfolio - Institutional Class, Dfa Investment Dimensions Group Inc - Dimensional 2050 Target Date Retirement Income Fund Institutional Class, DFA INVESTMENT DIMENSIONS GROUP INC - VA Equity Allocation Portfolio Institutional Class, Dfa Investment Dimensions Group Inc - Dimensional 2045 Target Date Retirement Income Fund Institutional Class, Dfa Investment Dimensions Group Inc - Dimensional 2040 Target Date Retirement Income Fund Institutional Class, Dfa Investment Dimensions Group Inc - Dimensional 2055 Target Date Retirement Income Fund Institutional Class, Dfa Investment Dimensions Group Inc - Dimensional 2035 Target Date Retirement Income Fund Institutional Class, and Dfa Investment Dimensions Group Inc - Dimensional 2060 Target Date Retirement Income Fund Institutional Class .

DFA US Core Equity 1 Portfolio (US2332034139) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

US2332034139 / DFA US Core Equity 1 Portfolio Institutional Ownership
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Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

Aktualizacja aby odblokować dane premium i eksportować do Excela .

Data pliku Źródło Inwestor Typ Średnia cena
(Est)		 Akcje Akcje; Δ 
(%)		 Zgłoszono
Wartość
($1000)		 Wartość; Δ 
(%)		 Przydział portu
(%)
2025-06-26 NP DFARX - Dimensional 2070 Target Date Retirement Income Fund Institutional Class 80 0,00 3 0,00
2025-05-27 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 132 003 8,89 5 454 4,02
2025-03-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2010 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 968 -7,32 980 -2,59
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2055 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 943 309 4,95 38 374 -4,26
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2020 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 142 233 -0,85 5 786 -9,54
2025-06-26 NP DGTSX - Global Allocation 25/75 Portfolio - Institutional Class 702 828 2,84 28 591 -6,18
2025-08-08 13F L & S Advisors Inc 6 999 0,00 316 9,34
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2050 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 334 991 2,58 54 307 -6,42
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2015 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50 675 -7,85 2 061 -15,95
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World Core Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17 107 074 0,83 695 916 -8,01
2025-04-22 13F Garde Capital, Inc. 0 -100,00 0
2025-05-27 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 41 260 0,71 1 705 -3,78
2025-08-14 13F/A Skopos Labs, Inc. 2 284 103
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2040 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 090 429 0,84 44 359 -8,00
2025-07-21 13F Jackson Wealth Management, LLC 6 639 0,00 300 9,49
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2045 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 311 757 4,99 53 362 -4,21
2025-08-11 13F Great Lakes Advisors, Llc 5 640 255
2025-08-12 13F Coston, McIsaac & Partners 5 918 0,25 0
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2025 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 270 535 -1,79 11 005 -10,40
2025-05-27 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 5 596 27,91 231 22,22
2025-07-16 13F Congress Asset Management Co /ma 8 266 373
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2060 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 772 459 5,18 31 424 -4,05
2025-07-10 13F Ferguson Wellman Capital Management, Inc 62 848 0,00 2 839 9,32
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2030 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 547 064 -2,79 22 255 -11,32
2025-05-27 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 3 401 7,90 141 2,94
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA VA Global Moderate Allocation Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 666 000 5,89 27 093 -3,40
2025-06-26 NP DGSIX - Global Allocation 60/40 Portfolio - Institutional Class 8 959 582 -3,30 364 476 -11,78
2025-06-26 NP DGEIX - Global Equity Portfolio - Institutional Class 38 353 489 -1,59 1 560 220 -10,22
2025-05-27 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 800 51,80 33 50,00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - VA Equity Allocation Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 329 653 1,87 54 090 -7,06
2025-07-10 13F Carderock Capital Management Inc 4 781 216
2025-05-27 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 67 334 -17,28 2 782 -20,97
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 103 011 32,24 4 190 20,64
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2035 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 824 754 0,90 33 551 -7,95
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional 2065 Target Date Retirement Income Fund Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 267 932 13,54 10 899 3,58
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