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
Robert Lucia@Andrews, Lucia Wealth Management Llc
Recent Activity
Decreased -1.39%
3.18%
$4.761M
119,956 shares@ 39.69 avg price
MICHELLE ELDRIDGE@Catalyst Private Wealth, Llc
Recent Activity
Increased 2.37%
2.16%
$4.846M
119,683 shares@ 40.5 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
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 9%
2.14%
$4.354M
107,539 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
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 0.05%
0.14%
$3.572M
88,229 shares@ 40.5 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Increased 2.84%
0.52%
$3.282M
81,050 shares@ 40.5 avg price
Stephen Harrison@Exeter Financial, Llc
Recent Activity
Increased 0.41%
1.41%
$3.061M
75,604 shares@ 40.5 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
Increased 0.13%
1.99%
$2.962M
73,156 shares@ 40.5 avg price