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
Nicholas B. Yeomans@Yeomans Consulting Group, Inc.
Recent Activity
Increased 18.91%
2.85%
$7.601M
246,954 shares@ 30.78 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Decreased -5.07%
0.65%
$5.083M
165,149 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
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Increased 32.56%
0.74%
$3.928M
127,626 shares@ 30.78 avg price
Taylor Faw@Strathmore Capital Advisors, Inc.
Recent Activity
New Position
2.51%
$3.442M
111,811 shares@ 30.78 avg price
Sean Murray@Quantum Financial Advisors, Llc
Recent Activity
Increased 37.18%
0.52%
$3.405M
110,630 shares@ 30.78 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
Increased 24.2%
2%
$2.982M
96,887 shares@ 30.79 avg price
NELSON LAM@Lam Group, Inc.
Recent Activity
Increased 0.14%
2.04%
$2.855M
92,745 shares@ 30.78 avg price
Trevor N. Hoffman@Collective Family Office Llc
Recent Activity
Increased 6.24%
0.77%
$2.792M
90,722 shares@ 30.78 avg price