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
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
Increased 0.24%
0.84%
$1.254M
22,533 shares@ 55.66 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 0.07%
0.07%
$986,737
17,728 shares@ 55.66 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Increased 30.92%
0.11%
$671,952
12,072 shares@ 55.67 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 25.53%
0.04%
$635,044
11,624 shares@ 54.64 avg price
Timothy J Videnka@Forza Wealth Management, Llc
Recent Activity
Increased 19.31%
0.29%
$636,472
11,435 shares@ 55.66 avg price
Colleen Kelly@Fortis Advisors, Llc
Recent Activity
Increased 0.39%
0.33%
$490,840
8,819 shares@ 55.66 avg price
Stephen Harrison@Exeter Financial, Llc
Recent Activity
Increased 0.38%
0.22%
$476,071
8,553 shares@ 55.67 avg price
Tracey Hill@Lbmc Investment Advisors, Llc
Recent Activity
Increased 0.23%
0.04%
$473,823
8,513 shares@ 55.66 avg price
Andrew J. Whalen@Whalen Wealth Management Inc.
Recent Activity
Increased 0.38%
0.22%
$312,031
5,606 shares@ 55.67 avg price
Michele Pawlak@Ellenbecker Investment Group
Recent Activity
Increased 0.13%
0.05%
$263,434
4,732 shares@ 55.68 avg price