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
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
Increased 0.45%
2.11%
$9.666M
176,927 shares@ 54.63 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 0.77%
0.35%
$9.633M
173,061 shares@ 55.67 avg price
Joanne Burks@Avondale Wealth Management
Recent Activity
Increased 8.01%
5.11%
$7.969M
143,178 shares@ 55.67 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 10.8%
0.07%
$6.762M
121,479 shares@ 55.67 avg price
Timothy Monaco@Kings Path Partners Llc
Recent Activity
Increased 9.73%
2.44%
$5.699M
102,385 shares@ 55.67 avg price
Samantha Pierangeli@City State Bank
Recent Activity
Increased 5.78%
1.83%
$5.161M
92,724 shares@ 55.67 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
Increased 27.08%
1.31%
$3.646M
65,497 shares@ 55.66 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 5.57%
0.27%
$2.482M
44,584 shares@ 55.66 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 0.31%
0.19%
$2.135M
38,353 shares@ 55.66 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 2.65%
0.07%
$2.104M
36,835 shares@ 57.13 avg price