Dimensional Us Small Cap Val
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, 56 superinvestors own shares of Dimensional Us Small Cap Val (DFSV), 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 Small Cap Val (DFSV), 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 Small Cap Val (DFSV) 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 Small Cap Val (DFSV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Taylor Faw@Strathmore Capital Advisors, Inc.
| 2.51% | $3.442M 111,811 shares@ 30.78 avg price | New Position |
Herbert Pontzer@Client 1st Advisory Group, Llc
| 0.57% | $1.461M 47,466 shares@ 30.78 avg price | New Position |
Doug Baxley@Merit Financial Group, Llc
| 0.01% | $262,876 8,540 shares@ 30.79 avg price | New Position |
Aryn Sands@Safeguard Financial, Llc
| 0.06% | $239,068 7,767 shares@ 30.78 avg price | New Position |
Jessica Salas@Umb Bank, N.a.
| 0.01% | $177,631 5,771 shares@ 30.78 avg price | New Position |