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 Hayes@Longview Wealth Management
Recent Activity
0.2%
$645,656
11,600 shares@ 55.66 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
0.01%
$644,788
11,584 shares@ 55.67 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
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -30.65%
0.04%
$613,550
11,231 shares@ 54.64 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
Decreased -1.98%
0.22%
$575,129
10,333 shares@ 55.66 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
0.03%
$564,043
10,134 shares@ 55.66 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
0.08%
$506,506
9,100 shares@ 55.66 avg price
Chris Werner@Westmount Partners, Llc
Recent Activity
0.16%
$494,038
8,876 shares@ 55.66 avg price
Lee McGowan@Monument Group Wealth Advisors, Llc
Recent Activity
Decreased -1.77%
0.35%
$493,725
8,870 shares@ 55.67 avg price
Colleen Kelly@Fortis Advisors, Llc
Recent Activity
Increased 0.39%
0.33%
$490,840
8,819 shares@ 55.66 avg price