DFAU

Dimensional Us Core Equity M

Latest period2024 - Q4Total superinvestors64

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 64 superinvestors own shares of Dimensional Us Core Equity M (DFAU), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Dimensional Us Core Equity M (DFAU), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Dimensional Us Core Equity M (DFAU) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Dimensional Us Core Equity M (DFAU) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -3.69%
3.77%
$48.364M
1.204M shares@ 40.16 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased 0%
0.07%
$34.151M
860,438 shares@ 39.7 avg price
Wren Green@Act Advisors, Llc.
Recent Activity
Decreased -1.25%
11.38%
$21.128M
521,796 shares@ 40.5 avg price
Aryn Sands@Shira Ridge Wealth Management
Recent Activity
Decreased -0.87%
10.33%
$21.108M
521,317 shares@ 40.49 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Decreased -9.89%
1.15%
$14.684M
362,648 shares@ 40.5 avg price
Menachem Striks@Morton Capital Management Llc Ca
Recent Activity
Decreased -5.6%
1.18%
$6.26M
154,597 shares@ 40.49 avg price
Robert Lucia@Andrews, Lucia Wealth Management Llc
Recent Activity
Decreased -1.39%
3.18%
$4.761M
119,956 shares@ 39.69 avg price
Mark Mowrey@Signature Resources Capital Management, Llc
Recent Activity
Decreased -1.27%
4.2%
$4.704M
116,176 shares@ 40.49 avg price
Evelyn Cetina@Sterling Financial Group, Inc.
Recent Activity
Decreased -84.62%
1.48%
$3.962M
97,849 shares@ 40.5 avg price
Nancy Williamson@Helen Stephens Group, Llc
Recent Activity
Decreased -12.28%
1.15%
$3.859M
95,309 shares@ 40.5 avg price