US2332034139 - DFA US Core Equity 1 Portfolio Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază
Proprietari instituționali 34 total, 34 long only, 0 short only, 0 long/short - change of 13,33% MRQ
Alocarea medie a portofoliului 12.6203 % - change of -15,33% MRQ
Acțiuni instituționale (lung) 75.153.592 (ex 13D/G) - change of -0,46MM shares -0,61% MRQ
Valoare instituțională (lungă) $ 3.057.676 USD ($1000)
Proprietatea instituțională și acționarii

DFA US Core Equity 1 Portfolio (US:US2332034139) are 34 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 75,153,592 acțiuni. Cei mai mari acționari includ 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) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US2332034139 / DFA US Core Equity 1 Portfolio Institutional Ownership
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Data fișierului Sursă Investitor Tip Preț mediu
(Est)		 Acțiuni Δ Acțiuni
(%)		 Raportat
Valoare
(1000 USD)		 Valoarea Δ
(%)		 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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