DFSV

Dimensional Us Small Cap Val

Latest period2024 - Q4Total superinvestors56

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Increased 3.87%
1.91%
$64.917M
2.109M shares@ 30.78 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 9.94%
1.87%
$27.283M
886,385 shares@ 30.79 avg price
Bradley J. Lineberger@Seaside Wealth Management, Inc.
Recent Activity
Increased 6.29%
8.63%
$23.58M
766,066 shares@ 30.79 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Increased 12.69%
1.17%
$20.426M
663,624 shares@ 30.79 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 6.98%
0.89%
$13.258M
430,743 shares@ 30.79 avg price
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
Increased 7.43%
1.83%
$11.74M
381,418 shares@ 30.79 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 4.17%
0.72%
$8.573M
278,536 shares@ 30.79 avg price
Nicholas B. Yeomans@Yeomans Consulting Group, Inc.
Recent Activity
Increased 18.91%
2.85%
$7.601M
246,954 shares@ 30.78 avg price
Michael Bridgeman@Trust Co Of The South
Recent Activity
Increased 15.26%
0.99%
$4.856M
157,769 shares@ 30.79 avg price
Andrew Parsons@Corrigan Financial, Inc.
Recent Activity
Increased 8.76%
0.92%
$3.984M
129,432 shares@ 30.79 avg price