DFSV

Dimensional Us Small Cap Val

Latest period2024 - Q4Total superinvestors56

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Daren Blonski@Fermata Advisors, Llc Recent Activity Increased 32.56%	0.74%	$3.928M 127,626 shares@ 30.78 avg price	Increased 32.56%
Sean Murray@Quantum Financial Advisors, Llc Recent Activity Increased 37.18%	0.52%	$3.405M 110,630 shares@ 30.78 avg price	Increased 37.18%
Victor Melfa Jr.@Melfa Wealth Management, Inc. Recent Activity Increased 24.2%	2%	$2.982M 96,887 shares@ 30.79 avg price	Increased 24.2%
NELSON LAM@Lam Group, Inc. Recent Activity Increased 0.14%	2.04%	$2.855M 92,745 shares@ 30.78 avg price	Increased 0.14%
Trevor N. Hoffman@Collective Family Office Llc Recent Activity Increased 6.24%	0.77%	$2.792M 90,722 shares@ 30.78 avg price	Increased 6.24%
Janine Osterink@Advisory Alpha, Llc Recent Activity Increased 4.83%	0.08%	$2.119M 68,855 shares@ 30.79 avg price	Increased 4.83%
Patricia Mullin@Gemmer Asset Management Llc Recent Activity Increased 0.13%	0.16%	$1.588M 51,597 shares@ 30.78 avg price	Increased 0.13%
Tammi Ellis@Mutual Advisors, Llc Recent Activity Increased 14.42%	0.04%	$1.264M 40,049 shares@ 31.55 avg price	Increased 14.42%
Kenneth "Kacy" Gott@Meritas Wealth Management, Llc Recent Activity Increased 5.82%	0.73%	$1.21M 39,299 shares@ 30.78 avg price	Increased 5.82%
Jennifer Milam@Mustard Seed Financial, Llc Recent Activity Increased 11.82%	0.96%	$1.171M 38,042 shares@ 30.79 avg price	Increased 11.82%