US23320G5210 - DFA Short-Term Extended Quality Portfolio Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken
Institutionelle Eigentümer 14 total, 14 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Durchschnittliche Portfolioallokation 5.6856 % - change of -0,58% MRQ
Institutionelle Aktien (Long) 57.871.424 (ex 13D/G) - change of -2,82MM shares -4,65% MRQ
Institutioneller Wert (Long) $ 604.549 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

DFA Short-Term Extended Quality Portfolio (US:US23320G5210) hat 14 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 57,871,424 Aktien. Die größten Aktionäre sind DGSIX - Global Allocation 60/40 Portfolio - Institutional Class, DGTSX - Global Allocation 25/75 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 2035 Target Date Retirement Income Fund Institutional Class, Dfa Investment Dimensions Group Inc - Dimensional 2050 Target Date Retirement Income Fund Institutional Class, Dfa Investment Dimensions Group Inc - Dimensional 2030 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 2060 Target Date Retirement Income Fund Institutional Class, and DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional 2065 Target Date Retirement Income Fund Institutional Class .

DFA Short-Term Extended Quality Portfolio (US23320G5210) 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.

US23320G5210 / DFA Short-Term Extended Quality 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
(%)
2025-08-13 13F Transce3nd, LLC 3.641 1,36 38 2,70
2025-07-17 13F Vermillion Wealth Management, Inc. 0 -100,00 0
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 270.585 -1,73 2.830 -1,43
2025-08-12 13F Coston, McIsaac & Partners 74.677 1
2025-06-26 NP DGSIX - Global Allocation 60/40 Portfolio - Institutional Class 33.266.086 -6,15 347.963 -5,88
2025-06-26 NP DFARX - Dimensional 2070 Target Date Retirement Income Fund Institutional Class 25 8,70 0
2025-06-26 NP DGTSX - Global Allocation 25/75 Portfolio - Institutional Class 18.723.901 -2,14 195.852 -1,86
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 218.612 -2,94 2.287 -2,68
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 644.562 -0,89 6.742 -0,59
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 384.358 -13,77 4.020 -13,51
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 1.933.641 0,60 20.226 0,88
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 1.389.395 -9,71 14.533 -9,45
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 77.068 6,42 806 6,75
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 884.683 -9,77 9.254 -9,51
2025-03-26 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 190 -99,15 2 -99,57
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