US2332034139 - DFA US Core Equity 1 Portfolio Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken
Institutionelle Eigentümer 34 total, 34 long only, 0 short only, 0 long/short - change of 13,33% MRQ
Durchschnittliche Portfolioallokation 12.6203 % - change of -15,33% MRQ
Institutionelle Aktien (Long) 75.153.592 (ex 13D/G) - change of -0,46MM shares -0,61% MRQ
Institutioneller Wert (Long) $ 3.057.676 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

DFA US Core Equity 1 Portfolio (US:US2332034139) hat 34 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 75,153,592 Aktien. Die größten Aktionäre sind 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) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.

US2332034139 / DFA US Core Equity 1 Portfolio Institutional Ownership
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13F und NPORT Einreichungen

Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)		 Aktien Δ Aktien
(%)		 Gemeldeter
Wert
($1000)		 Δ Wert
(%)		 Port Alloc
(%)
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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