US2332034139 - DFA US Core Equity 1 Portfolio Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti

Statistiche di base
Proprietari istituzionali 34 total, 34 long only, 0 short only, 0 long/short - change of 13,33% MRQ
Allocazione media del portafoglio 12.6203 % - change of -15,33% MRQ
Azioni istituzionali (Long) 75.153.592 (ex 13D/G) - change of -0,46MM shares -0,61% MRQ
Valore istituzionale (Long) $ 3.057.676 USD ($1000)
Proprietà istituzionale e azionisti

DFA US Core Equity 1 Portfolio (US:US2332034139) ha 34 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 75,153,592 azioni. I maggiori azionisti includono 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) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

US2332034139 / DFA US Core Equity 1 Portfolio Institutional Ownership
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Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
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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