US2332034139 - DFA 미국 핵심 자산 1 포트폴리오 주식 - 주가, 기관 투자자, 주주

기본 통계
기관 투자가 34 total, 34 long only, 0 short only, 0 long/short - change of 13.33% MRQ
평균 포트폴리오 배분 12.9453 % - change of -9.48% MRQ
기관 지분(롱) 74,156,060 (ex 13D/G) - change of -0.98MM shares -1.30% MRQ
기관 가치(롱) $ 3,412,699 USD ($1000)
기관 투자가와 주주

DFA US Core Equity 1 Portfolio (US:US2332034139)은/는 34 13D/G 또는 13F 양식을 증권거래위원회(SEC: Securities Exchange Commission)에 제출한 기관 투자가와 주주로 구성되어 있습니다. 이 기관들은 전체 74,156,060 주식을 보유 중입니다. 최신 주주들은 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) 기관 투자가의 구조는 기관과 기금에 의한 기업의 현재 및 최근 포지션 크기의 변화를 보여줍니다. 주요 주주에는 개인 투자자, 뮤추얼 펀드, 헤지펀드 또는 기관들로 구성될 수 있습니다. 스케줄 13D는 투자자가 기업의 지분을 5% 이상 보유(또는 보유된)하고 있으며, 사업 전략의 변화를 적극적으로 추구할 의도(또는 의도된)가 있음을 나타냅니다. 스케줄 13G는 5% 이상의 수동적 투자를 의미합니다.

US2332034139 / DFA US Core Equity 1 Portfolio Institutional Ownership
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13F 및 NPORT 보고서

13F 보고서(Filings)에 대한 자세한 내용은 무료입니다. NP 제출 보고서에 대한 세부 정보는 프리미엄 회원 자격이 필요합니다. 녹색 줄은 새로운 포지션을 나타냅니다. 빨강색 줄은 마감된 포지션을 나타냅니다. 전체 거래 내역을 보려면 링크 아이콘을 클릭하세요.

유료로 제공되는 프리미엄 데이터, 엑셀 저장 기능 서비스를 원하시면 업그레이드하세요. .

보고일 출처 투자자 유형 평균 가격
(추정치)
지분 Δ 지분
율(%)
보고된
가치
($1,000)
Δ 가치
율(%)
Port 배분
율(%)
2025-05-27 NP EVGLX - E-평가자 성장(70%-85%) RMS 펀드 서비스 클래스 주식 132,003 8.89 5,454 4.02
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - 차원 2065 목표 날짜 퇴직 소득 기금 기관 클래스 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
2025-09-25 NP DGEIX - 글로벌 주식 포트폴리오 - 기관 클래스 38,635,326 0.73 1,780,702 14.13
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - VA 지분 배분 포트폴리오 기관 클래스 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
2025-09-25 NP Dfa Investment Dimensions Group Inc - Dimensional 2030 목표일 퇴직 소득 기금 기관 클래스 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
2025-08-08 13F L & S Advisors Inc. 6,999 0.00 316 9.34
2025-09-25 NP Dfa Investment Dimensions Group Inc - Dimensional 2035 목표일 퇴직 소득 기금 기관 클래스 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
2025-04-22 13F 가르드 캐피탈, Inc. 0 -100.00 0
2025-09-25 NP DGTSX - 글로벌 할당 25/75 포트폴리오 - 기관 클래스 633,125 -9.92 29,181 2.06
2025-05-27 NP EVMLX - E-Valuator 중간(50%-70%) RMS 펀드 서비스 클래스 주식 41,260 0.71 1,705 -3.78
2025-08-14 13F/A 스코포스 연구소, Inc. 2,284 103
2025-09-25 NP Dfa Investment Dimensions Group Inc - 차원적 퇴직 소득 기금 기관 클래스 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 목표일 퇴직 소득 기금 기관 클래스 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
2025-10-03 13F 잭슨 웰스 매니지먼트, LLC 6,639 0.00 322 7.33
2025-09-25 NP Dfa Investment Dimensions Group Inc - Dimensional 2060 목표일 퇴직 소득 기금 기관 클래스 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 목표일 퇴직 소득 기금 기관 클래스 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
2025-08-11 13F 그레이트 레이크 어드바이저스, LLC 5,640 255
2025-08-12 13F Coston, McIsaac & 파트너 5,918 0.25 0
2025-05-27 NP EVTTX - E-평가기 보수적/보통(30%-50%) RMS 펀드 서비스 클래스 주식 5,596 27.91 231 22.22
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional VA 글로벌 모더레이트 할당 포트폴리오 클래스 L10 638,813 29,443
2025-09-25 NP Dfa Investment Dimensions Group Inc - Dimensional 2055 목표일 퇴직 소득 기금 기관 클래스 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 - 세계 핵심 주식 포트폴리오 기관 클래스 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 목표일 퇴직 소득 기금 기관 클래스 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 - 글로벌 할당 60/40 포트폴리오 - 기관 클래스 8,634,754 -3.63 397,976 9.19
2025-07-16 13F 콩그레스자산관리(주) 8,266 373
2025-07-10 13F 퍼거슨 웰먼 캐피털 매니지먼트, Inc 62,848 0.00 2,839 9.32
2025-05-27 NP EVCLX - E-Valuator 보수적(15%-30%) RMS 펀드 서비스 클래스 주식 3,401 7.90 141 2.94
2025-09-25 NP Dfa Investment Dimensions Group Inc - Dimensional 2015 목표일 퇴직 소득 기금 기관 클래스 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 - 차원 2070 목표 날짜 은퇴 소득 기금 기관 클래스 137 71.25 6 100.00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA VA 글로벌 중간 배분 포트폴리오 기관 클래스 주식 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
2025-05-27 NP EVVLX - E-평가자는 매우 보수적입니다(0%-15%) RMS 펀드 서비스 클래스 주식 800 51.80 33 50.00
2025-07-10 13F 카데록 캐피탈 매니지먼트 Inc 4,781 216
2025-05-27 NP EVAGX - E-Valuator의 공격적인 성장(85%-99%) RMS 펀드 서비스 클래스 주식 67,334 -17.28 2,782 -20.97
2025-09-25 NP Dfa Investment Dimensions Group Inc - Dimensional 2040 목표일 퇴직 소득 기금 기관 클래스 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
2025-09-25 NP Dfa Investment Dimensions Group Inc - Dimensional 2050 목표일 퇴직 소득 기금 기관 클래스 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
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