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
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
Increased 27.08%
1.31%
$3.646M
65,497 shares@ 55.66 avg price
Aryn Sands@Shira Ridge Wealth Management
Recent Activity
Decreased -8.09%
1.67%
$3.4M
61,086 shares@ 55.67 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
Thomas Smyth@Bridgewater Advisors Inc.
Recent Activity
0.23%
$2.126M
37,875 shares@ 56.13 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 2.65%
0.07%
$2.104M
36,835 shares@ 57.13 avg price
Taylor Faw@Strathmore Capital Advisors, Inc.
Recent Activity
New Position
1.33%
$1.814M
32,593 shares@ 55.67 avg price
NELSON LAM@Lam Group, Inc.
Recent Activity
Decreased -0.84%
1.26%
$1.753M
31,498 shares@ 55.67 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -0.24%
0.07%
$1.659M
29,797 shares@ 55.67 avg price
Aryn Sands@Lauer Wealth, Llc
Recent Activity
1.09%
$1.618M
29,075 shares@ 55.67 avg price