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
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 20.32%
14.06%
$366.512M
10.596M shares@ 34.6 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.49%
0.32%
$154.906M
4.518M shares@ 34.3 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Decreased -2.26%
3.55%
$156.16M
4.515M shares@ 34.59 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 0.78%
9.58%
$139.843M
4.043M shares@ 34.59 avg price
Lyndsay Goody@Onyx Financial Advisors, Llc
Recent Activity
Increased 0.02%
63.99%
$116.63M
3.372M shares@ 34.59 avg price
Frank S Rhodes@Conrad Siegel Investment Advisors, Inc.
Recent Activity
Increased 0.93%
28.26%
$104.88M
3.032M shares@ 34.59 avg price
Jaycee Smalley@New Capital Management Lp
Recent Activity
Decreased -0.01%
29.92%
$102.314M
2.958M shares@ 34.59 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Increased 14.07%
5.62%
$98.037M
2.834M shares@ 34.59 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 12.15%
0.91%
$88.219M
2.55M shares@ 34.59 avg price
John D Valleau Jr@Shankervalleau Wealth Advisors, Inc.
Recent Activity
Decreased -3.2%
23.02%
$71.668M
2.072M shares@ 34.59 avg price