DFUV

Dimensional Us Marketwide Va

Latest period2024 - Q4Total superinvestors102

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, 102 superinvestors own shares of Dimensional Us Marketwide Va (DFUV), 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 Marketwide Va (DFUV), 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 Marketwide Va (DFUV) 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 Marketwide Va (DFUV) 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
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 0.11%
3.75%
$54.697M
1.337M shares@ 40.93 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 2.94%
2.76%
$35.242M
861,247 shares@ 40.92 avg price
Thomas Smyth@Bridgewater Advisors Inc.
Recent Activity
Increased 0.16%
1.12%
$10.689M
256,938 shares@ 41.6 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
Increased 1.38%
1.24%
$9.911M
242,207 shares@ 40.93 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 22.51%
0.48%
$8.634M
211,001 shares@ 40.93 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Increased 0.24%
0.16%
$2.691M
65,773 shares@ 40.93 avg price
Pavin White@25 Llc
Recent Activity
Increased 0.08%
0.83%
$1.961M
47,918 shares@ 40.92 avg price
Mary Sigler@Tarbox Family Office, Inc.
Recent Activity
Increased 0.03%
0.29%
$1.73M
42,285 shares@ 40.93 avg price
Dana M. Jones@Websterrogers Financial Advisors, Llc
Recent Activity
Increased 0.03%
0.6%
$1.721M
42,065 shares@ 40.93 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 0.38%
0.13%
$1.448M
35,376 shares@ 40.93 avg price