US23320G5210 - DFA Short-Term Extended Quality Portfolio Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Grundlæggende statistik
Institutionelle ejere 14 total, 14 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Gennemsnitlig porteføljeallokering 5.6856 % - change of -0,58% MRQ
Institutionelle aktier (lange) 57.871.424 (ex 13D/G) - change of -2,82MM shares -4,65% MRQ
Institutionel værdi (lang) $ 604.549 USD ($1000)
Institutionelt ejerskab og aktionærer

DFA Short-Term Extended Quality Portfolio (US:US23320G5210) har 14 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 57,871,424 aktier. Største aktionærer omfatter DGSIX - Global Allocation 60/40 Portfolio - Institutional Class, DGTSX - Global Allocation 25/75 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 2035 Target Date Retirement Income Fund Institutional Class, Dfa Investment Dimensions Group Inc - Dimensional 2050 Target Date Retirement Income Fund Institutional Class, Dfa Investment Dimensions Group Inc - Dimensional 2030 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 2065 Target Date Retirement Income Fund Institutional Class .

DFA Short-Term Extended Quality Portfolio (US23320G5210) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

US23320G5210 / DFA Short-Term Extended Quality Portfolio Institutional Ownership
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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-08-13 13F Transce3nd, LLC 3.641 1,36 38 2,70
2025-07-17 13F Vermillion Wealth Management, Inc. 0 -100,00 0
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 270.585 -1,73 2.830 -1,43
2025-08-12 13F Coston, McIsaac & Partners 74.677 1
2025-06-26 NP DGSIX - Global Allocation 60/40 Portfolio - Institutional Class 33.266.086 -6,15 347.963 -5,88
2025-06-26 NP DFARX - Dimensional 2070 Target Date Retirement Income Fund Institutional Class 25 8,70 0
2025-06-26 NP DGTSX - Global Allocation 25/75 Portfolio - Institutional Class 18.723.901 -2,14 195.852 -1,86
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 218.612 -2,94 2.287 -2,68
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 644.562 -0,89 6.742 -0,59
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 384.358 -13,77 4.020 -13,51
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 1.933.641 0,60 20.226 0,88
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 1.389.395 -9,71 14.533 -9,45
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 77.068 6,42 806 6,75
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 884.683 -9,77 9.254 -9,51
2025-03-26 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 190 -99,15 2 -99,57
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