DFAU

Dimensional Us Core Equity M

Latest period2024 - Q4Total superinvestors150

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, 150 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

SuperinvestorPortfolio %Reported Value
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
Increased 1.74%
19.9%
$82.459M
2.037M shares@ 40.5 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 5.79%
0.62%
$60.168M
1.486M shares@ 40.5 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 4.35%
3.94%
$58.983M
1.457M shares@ 40.49 avg price
Simon Liu@Rvw Wealth, Llc
Recent Activity
Increased 12.59%
5.48%
$58.66M
1.449M shares@ 40.49 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -3.69%
3.77%
$48.364M
1.204M shares@ 40.16 avg price
Stephen Reiches@Rappaport Reiches Capital Management, Llc
Recent Activity
Increased 6.98%
10.58%
$40.974M
1.012M shares@ 40.49 avg price
Tyler Mayfield@Brighton Jones Llc
Recent Activity
Increased 11.04%
1.16%
$40.055M
989,254 shares@ 40.5 avg price
Elizabeth Barrett@Sterling Wealth Advisors Inc
Recent Activity
New Position
30.16%
$38.441M
949,403 shares@ 40.49 avg price
Christine Gravelle@Pbmares Wealth Management Llc
Recent Activity
Increased 3.95%
7.35%
$35.963M
888,185 shares@ 40.5 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased 0%
0.07%
$34.151M
860,438 shares@ 39.7 avg price

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