DFAT

Dimensional Us Target Value

Latest period2024 - Q4Total superinvestors105

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Cortney Cost@Kraft Asset Management, Llc
Recent Activity
Decreased -1.3%
20.55%
$26.593M
466,135 shares@ 57.05 avg price
Kenneth "Kacy" Gott@Meritas Wealth Management, Llc
Recent Activity
Decreased -3.72%
14.9%
$24.754M
444,733 shares@ 55.67 avg price
Frank S Rhodes@Conrad Siegel Investment Advisors, Inc.
Recent Activity
Increased 0.81%
5.87%
$21.775M
391,208 shares@ 55.66 avg price
Nancy Williamson@Helen Stephens Group, Llc
Recent Activity
Increased 8003.42%
5.25%
$17.685M
317,735 shares@ 55.66 avg price
Sean Murray@Quantum Financial Advisors, Llc
Recent Activity
Decreased -4.08%
2.53%
$16.556M
297,456 shares@ 55.66 avg price
Andrew Hass@Rf&l Wealth Management, Llc
Recent Activity
Increased 0.38%
11.59%
$16.388M
294,438 shares@ 55.66 avg price
David L Blain@Bluesky Wealth Advisors, Llc
Recent Activity
Increased 1.29%
2.43%
$15.499M
278,459 shares@ 55.67 avg price
Robert Lucia@Andrews, Lucia Wealth Management Llc
Recent Activity
Decreased -0.17%
9.64%
$14.426M
259,327 shares@ 55.64 avg price
Jeffery Nauta@Henrickson Nauta Wealth Advisors, Inc.
Recent Activity
Increased 6.56%
5.61%
$13.786M
247,683 shares@ 55.67 avg price
Joel W. Lake@Capstone Wealth Management, Llc
Recent Activity
New Position
11.33%
$11.596M
208,336 shares@ 55.67 avg price