US23320G5210 - DFA Short-Term Extended Quality Portfolio Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham

Statistik Dasar
Pemilik Institusi 14 total, 14 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Alokasi Portofolio Rata-rata 5.6856 % - change of -0,58% MRQ
Saham Institusi (Long) 57.871.424 (ex 13D/G) - change of -2,82MM shares -4,65% MRQ
Nilai Institusi (Long) $ 604.549 USD ($1000)
Kepemilikan Institusi dan Pemegang Saham

DFA Short-Term Extended Quality Portfolio (US:US23320G5210) punya 14 pemilik institusi dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F ke Securities Exchange Commission (SEC). Institusi-institusi ini memiliki total 57,871,424 saham. Pemegang saham terbesar termasuk 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) struktur kepemilikan institusi menunjukkan posisi saat ini di perusahaan menurut institusi dan dana, serta perubahan terkini dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, hedge funds, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang lebih dari 5% saham perusahaan dan bermaksud untuk secara aktif melakukan perubahan dalam strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

US23320G5210 / DFA Short-Term Extended Quality Portfolio Institutional Ownership
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Pengajuan 13F dan NPORT

Detail pengajuan 13F gratis. Detail pengajuan NP memerlukan keanggotaan premium. Baris hijau menunjukkan posisi baru. Baris merah menunjukkan posisi yang sudah ditutup. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.

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Tanggal Berkas Sumber Investor Jenis Harga Rata-rata
(Perkiraan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Δ Nilai
(%)
Alokasi Portofolio
(%)
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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