Funds holding DFA US Core Equity 1 Portfolio
ISIN US2332034139 · United States · LEI 549300HFCYX77UDJN369
- Fund holders
- 19
- Of which ETFs
- 0 19 other funds
- Value held
- 3.8B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| GLOBAL EQUITY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 36,864,215 | 2B $ | 17.94 % | as of Jul 31, 2026 ↗ |
| World Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 15,469,400 | 857M $ | 62.88 % | as of Jul 31, 2026 ↗ |
| GLOBAL ALLOCATION 60/40 PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 7,317,746 | 405.4M $ | 10.94 % | as of Jul 31, 2026 ↗ |
| Dimensional VA Equity Allocation Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,742,797 | 96.6M $ | 28.57 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 1,269,616 | 70.3M $ | 31.68 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2045 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 1,157,981 | 64.2M $ | 26.82 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2055 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 984,547 | 54.5M $ | 33.95 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2060 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 851,632 | 47.2M $ | 33.96 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 799,455 | 44.3M $ | 22.16 % | as of Jul 31, 2026 ↗ |
| Dimensional VA Global Moderate Allocation Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 637,729 | 35.3M $ | 11.69 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2035 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 591,679 | 32.8M $ | 17.36 % | as of Jul 31, 2026 ↗ |
| GLOBAL ALLOCATION 25/75 PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 535,432 | 29.7M $ | 4.51 % | as of Jul 31, 2026 ↗ |
| Dimensional 2065 Target Date Retirement Income Fund DFA INVESTMENT DIMENSIONS GROUP INC | 345,523 | 19.1M $ | 33.98 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2030 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 330,271 | 18.3M $ | 12.40 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2025 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 167,981 | 9.3M $ | 9.04 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2020 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 80,539 | 4.5M $ | 9.02 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 78,762 | 4.4M $ | 7.21 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2015 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 32,111 | 1.8M $ | 8.45 % | as of Jul 31, 2026 ↗ |
| Dimensional 2070 Target Date Retirement Income Fund DFA INVESTMENT DIMENSIONS GROUP INC | 6,012 | 333.1K $ | 33.96 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| World Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 62.88 % | as of Jul 31, 2026 ↗ |
| Dimensional 2065 Target Date Retirement Income Fund DFA INVESTMENT DIMENSIONS GROUP INC | 33.98 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2060 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 33.96 % | as of Jul 31, 2026 ↗ |
| Dimensional 2070 Target Date Retirement Income Fund DFA INVESTMENT DIMENSIONS GROUP INC | 33.96 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2055 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 33.95 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 31.68 % | as of Jul 31, 2026 ↗ |
| Dimensional VA Equity Allocation Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 28.57 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2045 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 26.82 % | as of Jul 31, 2026 ↗ |
| DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 22.16 % | as of Jul 31, 2026 ↗ |
| GLOBAL EQUITY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 17.94 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 19 | 0 | 69,263,428 | -0.4 % |
| 2026Q2 | 19 | 0 | 69,549,924 | -1.0 % |
| 2026Q1 | 19 | 0 | 70,256,103 | -2.3 % |
| 2025Q4 | 19 | 0 | 71,921,156 | -1.7 % |
| 2025Q3 | 19 | 0 | 73,136,301 | -2.2 % |
| 2025Q2 | 19 | -1 | 74,777,865 | -0.7 % |
| 2025Q1 | 20 | +1 | 75,279,087 | -0.9 % |
| 2024Q4 | 19 | 0 | 75,995,243 | -1.7 % |
| 2024Q3 | 19 | 0 | 77,297,420 | -1.7 % |
| 2024Q2 | 19 | 0 | 78,605,553 | -2.0 % |
| 2024Q1 | 19 | 0 | 80,243,752 | -2.4 % |
| 2023Q4 | 19 | 82,213,028 |
Institutional managers
6 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| McIlrath & Eck, LLC | 33,138 | 1.6M $ | as of Mar 31, 2026 |
| L & S Advisors Inc | 6,999 | 340.2K $ | as of Mar 31, 2026 |
| Jackson Wealth Management, LLC | 6,639 | 323K $ | as of Mar 31, 2026 |
| GREAT LAKES ADVISORS, LLC | 4,524 | 219.9K $ | as of Mar 31, 2026 |
| Coston, McIsaac & Partners | 3,913 | 190 $ | as of Mar 31, 2026 |
| OAKWORTH CAPITAL, INC. | 103 | 5K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding DFA US Core Equity 1 Portfolio". https://titelia.com/en/stocks/dfa-us-core-equity-1-portfolio-US2332034139