DFSV

Dimensional Us Small Cap Val

Latest period2024 - Q4Total superinvestors126

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, 126 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

SuperinvestorPortfolio %Reported Value
Deven Mitchell@Alaska Permanent Fund Corp
Recent Activity
Decreased -7.12%
3.49%
$234.572M
7.621M shares@ 30.78 avg price
Stuart Evans@Mather Group, Llc.
Recent Activity
Increased 40.57%
1.67%
$128.502M
4.175M shares@ 30.78 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Increased 3.87%
1.91%
$64.917M
2.109M shares@ 30.78 avg price
Patrick J. DiNuzzo@Dinuzzo Private Wealth, Inc.
Recent Activity
Decreased -1.3%
4.79%
$37.773M
1.227M shares@ 30.79 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 9.94%
1.87%
$27.283M
886,385 shares@ 30.79 avg price
Julie Stordahl@Stordahl Capital Management, Inc.
Recent Activity
Increased 0.75%
6.11%
$25.83M
839,191 shares@ 30.78 avg price
Jim Cullen@Equita Financial Network, Inc.
Recent Activity
Increased 3.92%
8.74%
$24.168M
785,184 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
Robert Craig Lowder@Alpha Financial Advisors, Llc
Recent Activity
Increased 0.29%
10.28%
$22.705M
737,661 shares@ 30.79 avg price
Charles Mattingly@Leading Edge Financial Planning Llc
Recent Activity
Increased 4.63%
6.86%
$20.906M
679,194 shares@ 30.78 avg price

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