Dimensional Us Target Value
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, 105 superinvestors own shares of Dimensional Us Target Value (DFAT), 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 Target Value (DFAT), 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 Target Value (DFAT) 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 Target Value (DFAT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Joel W. Lake@Capstone Wealth Management, Llc
| 11.33% | $11.596M 208,336 shares@ 55.67 avg price | New Position |
Taylor Faw@Strathmore Capital Advisors, Inc.
| 1.33% | $1.814M 32,593 shares@ 55.67 avg price | New Position |
Will Sharp@True North Advisors, Llc
| 0.38% | $1.573M 28,257 shares@ 55.67 avg price | New Position |
Jeffrey A. Smith@Atomi Financial Group, Inc.
| 0.05% | $800,598 14,384 shares@ 55.66 avg price | New Position |
Aryn Sands@Safeguard Financial, Llc
| 0.1% | $422,626 7,593 shares@ 55.66 avg price | New Position |
LINDE MURPHY@M.e. Allison & Co., Inc.
| 0.44% | $392,403 7,050 shares@ 55.66 avg price | New Position |
Samuel R. Winch@Winch Advisory Services, Llc
| 0.01% | $2,402 43 shares@ 55.87 avg price | New Position |