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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.02%
0.25%
$121.301M
2.91M shares@ 41.7 avg price
Michael Bridgeman@Trust Co Of The South
Recent Activity
Decreased -0.88%
15.17%
$74.482M
1.82M shares@ 40.93 avg price
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
Shanda Gentry@Aspiriant, Llc
Recent Activity
Decreased -0.34%
1.03%
$28.476M
695,892 shares@ 40.92 avg price
Kenneth "Kacy" Gott@Meritas Wealth Management, Llc
Recent Activity
Decreased -3.1%
15.05%
$25.006M
611,107 shares@ 40.92 avg price
John D Valleau Jr@Shankervalleau Wealth Advisors, Inc.
Recent Activity
Decreased -1.46%
7.18%
$22.351M
546,220 shares@ 40.93 avg price
GABRIEL M BUSTAMANTE@Bayshore Asset Management, Llc
Recent Activity
Decreased -1.49%
9.71%
$21.121M
516,143 shares@ 40.92 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Decreased -0.69%
0.77%
$19.908M
486,509 shares@ 40.92 avg price
Robert Lucia@Andrews, Lucia Wealth Management Llc
Recent Activity
Decreased -0.83%
10.32%
$15.44M
370,341 shares@ 41.69 avg price