US2332034139 - DFA US Core Equity 1 Portfolio Ações - Preço das Ações, Propriedade Institucional, Acionistas

Estatísticas Básicas
Proprietários Institucionais 26 total, 26 long only, 0 short only, 0 long/short - change of -23.53% MRQ
Alocação Média no Portfólio 16.9002 % - change of 30.55% MRQ
Ações Institucionais (Longas) 73,240,510 (ex 13D/G) - change of -0.91MM shares -1.23% MRQ
Valor Institucional (Longa) $ 3,374,978 USD ($1000)
Propriedade Institucional e Acionistas

DFA US Core Equity 1 Portfolio (US:US2332034139) tem 26 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 73,240,510 ações. Os maiores acionistas incluem 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 - VA Equity Allocation Portfolio Institutional Class, Dfa Investment Dimensions Group Inc - Dimensional 2050 Target Date Retirement Income Fund 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 2060 Target Date Retirement Income Fund Institutional Class, and Dfa Investment Dimensions Group Inc - Dimensional 2035 Target Date Retirement Income Fund Institutional Class .

DFA US Core Equity 1 Portfolio (US2332034139) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.

US2332034139 / DFA US Core Equity 1 Portfolio Institutional Ownership
AI+ Ask Fintel’s AI assistant about DFA US Core Equity 1 Portfolio.

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
Arquivamentos 13F e NPORT

Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.

Atualize para desbloquear dados premium e exportar para Excel .

Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)
Ações Δ Ações
(%)
Valor
Reportado
(US$1000)
Δ Valor
(%)
Aloc. de Portf.
(%)
2025-09-25 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 296,766 10.76 13,678 25.49
2026-01-20 13F Jackson Wealth Management, LLC 6,639 0.00 329 2.17
2026-02-05 13F L & S Advisors Inc 6,999 0.00 347 2.66
2025-09-25 NP DGEIX - Global Equity Portfolio - Institutional Class 38,635,326 0.73 1,780,702 14.13
2025-09-25 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 1,468,984 10.48 67,706 25.17
2026-02-12 13F Great Lakes Advisors, Llc 4,523 0.22 224 2.75
2025-09-25 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 484,280 -11.48 22,320 0.30
2025-09-25 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 776,444 -5.86 35,786 6.66
2025-09-25 NP DGTSX - Global Allocation 25/75 Portfolio - Institutional Class 633,125 -9.92 29,181 2.06
2026-02-03 13F Coston, McIsaac & Partners 3,904 -34.20 0
2026-01-09 13F Congress Asset Management Co /ma 0 -100.00 0
2025-09-25 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 100,471 -2.47 4,631 10.50
2025-09-25 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 1,309,886 -0.14 60,373 13.14
2026-02-13 13F Motiv8 Investments LLC 16,908 1
2025-09-25 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 803,263 3.99 37,022 17.82
2025-09-25 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 238,667 -11.78 11,000 -0.05
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional VA Global Moderate Allocation Portfolio Class L10 638,813 29,443
2026-01-13 13F Ferguson Wellman Capital Management, Inc 65,144 0.00 3,231 2.44
2025-09-25 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 977,074 3.58 45,033 17.36
2025-09-25 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 15,580,780 -8.92 718,118 3.19
2025-09-25 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 128,375 -9.74 5,917 2.25
2025-09-25 NP DGSIX - Global Allocation 60/40 Portfolio - Institutional Class 8,634,754 -3.63 397,976 9.19
2025-11-14 13F Skopos Labs, Inc. 0 -100.00 0
2025-09-25 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 44,942 -11.31 2,071 0.49
2025-09-25 NP DFARX - Dimensional 2070 Target Date Retirement Income Fund Institutional Class 137 71.25 6 100.00
2026-01-09 13F Carderock Capital Management Inc 0 -100.00 0
2025-09-25 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 1,026,168 -5.89 47,296 6.62
2026-01-30 13F Oakworth Capital, Inc. 102 0.00 5 25.00
2025-09-25 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 1,358,036 1.73 62,592 15.25
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista