DFAC

Dimensional Us Core Equity 2

Latest period2024 - Q4Total superinvestors151

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, 151 superinvestors own shares of Dimensional Us Core Equity 2 (DFAC), 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 Core Equity 2 (DFAC), 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 Core Equity 2 (DFAC) 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 Core Equity 2 (DFAC) 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
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Decreased -4.34%
1.38%
$70.826M
2.048M shares@ 34.6 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Decreased -1.18%
5.3%
$67.67M
1.956M shares@ 34.6 avg price
Robert Lucia@Andrews, Lucia Wealth Management Llc
Recent Activity
Decreased -0.68%
43.67%
$65.39M
1.907M shares@ 34.29 avg price
Lee McGowan@Monument Group Wealth Advisors, Llc
Recent Activity
Decreased -17.48%
45.7%
$64.551M
1.866M shares@ 34.6 avg price
Jeffery Nauta@Henrickson Nauta Wealth Advisors, Inc.
Recent Activity
Increased 0.46%
24.98%
$61.465M
1.777M shares@ 34.59 avg price
Eric Malden@Shearwater Capital Llc
Recent Activity
Decreased -0.02%
39.76%
$58.575M
1.693M shares@ 34.6 avg price
Herbert Pontzer@Client 1st Advisory Group, Llc
Recent Activity
Increased 1.79%
17.57%
$45.646M
1.32M shares@ 34.59 avg price
Menachem Striks@Morton Capital Management Llc Ca
Recent Activity
Increased 2.22%
7.95%
$42.133M
1.218M shares@ 34.59 avg price
Michael Bridgeman@Trust Co Of The South
Recent Activity
Increased 1.68%
8.48%
$41.632M
1.204M shares@ 34.59 avg price
Jordan Szekely@Cherrydale Wealth Management, Llc
Recent Activity
Increased 0.43%
15.54%
$40.157M
1.161M shares@ 34.59 avg price