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
John D Valleau Jr@Shankervalleau Wealth Advisors, Inc.
Recent Activity
Decreased -4%
3.33%
$10.358M
186,099 shares@ 55.67 avg price
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
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Decreased -0.56%
4.24%
$8.796M
158,034 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
Eric Malden@Shearwater Capital Llc
Recent Activity
Decreased -0.03%
3.19%
$4.697M
84,385 shares@ 55.66 avg price
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
Decreased -1.95%
0.57%
$3.654M
65,647 shares@ 55.67 avg price