US2332034139 - DFA 美國核心股票 1 投資組合 股票 - 股價,機構持股,股東

基本數據
機構持有者 34 total, 34 long only, 0 short only, 0 long/short - change of 13.33% MRQ
平均投資組合配置 12.6203 % - change of -15.33% MRQ
機構持股(長期) 75,153,592 (ex 13D/G) - change of -0.46MM shares -0.61% MRQ
機構市值(長期) $ 3,057,676 USD ($1000)
機構持股和股東

DFA US Core Equity 1 Portfolio (US:US2332034139)擁有 34 家已向美國證券交易委員會(SEC)提交了13D/G或13F表格的機構持有人和股東。 這些機構持有總共75,153,592股。 最大的股東包括 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)的機構持股結構顯示了機構和基金在該公司的當前持倉情況,以及最新的持倉變動。主要的股東可能包括個人投資者,互惠基金,對沖基金或機構。《13D附表》表示投資者持有(或曾持有)該公司超過5%的股份並且打算(或曾打算)積極追求業務策略的變化。《13G附表》表示被動投資超過5%。

US2332034139 / DFA US Core Equity 1 Portfolio Institutional Ownership
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13F和NPORT申報文件

13F文件的詳細信息可免費查閱。而NP文件的詳細信息則需要高級會員資格。 綠色行表示新增倉位。 紅色行表示已平倉位。 點擊連結 查看完整交易記錄。

升級 解鎖高級數據並導出至Excel .

呈報日期 來源 投資者 類型 均價
(預計)
股份數量 Δ 持股
(%)
申報
價值
($1000)
Δ 市值
(%)
投組占比
(%)
2025-06-26 NP DFARX - Dimensional 2070 目標日期退休收入基金機構類 80 0.00 3 0.00
2025-05-27 NP EVGLX - 電子評估器成長 (70%-85%) RMS 基金服務類股票 132,003 8.89 5,454 4.02
2025-03-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2010 目標日期退休收入基金機構類別 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 目標日期退休收入基金機構類別 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 目標日期退休收入基金機構類別 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 - 全球配置 25/75 投資組合 - 機構類別 702,828 2.84 28,591 -6.18
2025-08-08 13F L & S 顧問公司 6,999 0.00 316 9.34
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2050 目標日期退休收入基金機構類別 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 年目標日期退休收入基金機構類別 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 - 世界核心股票投資組合機構級 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 加德資本公司 0 -100.00 0
2025-05-27 NP EVMLX - 電子評估器中等 (50%-70%) RMS 基金服務類股票 41,260 0.71 1,705 -3.78
2025-08-14 13F/A 斯科波斯實驗室有限公司 2,284 103
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2040 目標日期退休收入基金機構類別 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 傑克森財富管理有限公司 6,639 0.00 300 9.49
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2045 目標日期退休收入基金機構類別 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 五大湖顧問有限公司 5,640 255
2025-08-12 13F 科斯頓麥克艾薩克合夥人事務所 5,918 0.25 0
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2025 目標日期退休收入基金機構類別 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 - 電子評估器保守/溫和 (30%-50%) RMS 基金服務類股票 5,596 27.91 231 22.22
2025-07-16 13F 國會資產管理公司/馬 8,266 373
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2060 目標日期退休收入基金機構類別 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 佛格森威爾曼資本管理公司 62,848 0.00 2,839 9.32
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 2030 目標日期退休收入基金機構類別 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 - 電子評估器保守 (15%-30%) RMS 基金服務類股票 3,401 7.90 141 2.94
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA VA 全球適度配置投資組合機構類別股票 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 - 全球配置 60/40 投資組合 - 機構類別 8,959,582 -3.30 364,476 -11.78
2025-06-26 NP DGEIX - 全球股票投資組合 - 機構類別 38,353,489 -1.59 1,560,220 -10.22
2025-05-27 NP EVVLX - 電子評估器非常保守 (0%-15%) RMS 基金服務類股票 800 51.80 33 50.00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - VA 股票配置投資組合機構類別 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 卡德羅克資本管理公司 4,781 216
2025-05-27 NP EVAGX - 電子評估器積極成長 (85%-99%) RMS 基金服務類別股票 67,334 -17.28 2,782 -20.97
2025-06-26 NP Dfa Investment Dimensions Group Inc - Dimensional 退休收入基金機構類別 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 目標日期退休收入基金機構類別 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 目標日期退休收入基金機構類別 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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