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
Mark Buchanan@Ern Financial, Llc
Recent Activity
Decreased -5.12%
0.44%
$2.912M
71,926 shares@ 40.49 avg price
Kenneth "Kacy" Gott@Meritas Wealth Management, Llc
Recent Activity
1.65%
$2.739M
67,657 shares@ 40.5 avg price
Katie Fischer@Market Street Wealth Management Advisors Llc
Recent Activity
Increased 1.14%
0.46%
$2.698M
66,641 shares@ 40.49 avg price
Carrie Prusa@Baron Silver Stevens Financial Advisors, Llc
Recent Activity
Increased 38.97%
0.45%
$2.647M
65,375 shares@ 40.5 avg price
Jake Rue@Shore Point Advisors, Llc
Recent Activity
Increased 7.35%
1.16%
$2.141M
52,871 shares@ 40.5 avg price
Chris Marks@Olistico Wealth, Llc
Recent Activity
Decreased -0.13%
0.82%
$1.405M
34,695 shares@ 40.5 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 48.03%
0.02%
$1.329M
32,818 shares@ 40.5 avg price
Jason Hiley@Hiley Hunt Wealth Management
Recent Activity
Increased 0.74%
0.72%
$1.287M
31,774 shares@ 40.49 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 0.01%
0.09%
$1.192M
29,447 shares@ 40.5 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
Increased 1.26%
0.26%
$1.172M
29,194 shares@ 40.16 avg price