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
Terry M. Stanford@Diversified Trust Co
Recent Activity
Decreased -4.29%
0.06%
$2.232M
72,521 shares@ 30.78 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Increased 4.83%
0.08%
$2.119M
68,855 shares@ 30.79 avg price
Patricia Mullin@Gemmer Asset Management Llc
Recent Activity
Increased 0.13%
0.16%
$1.588M
51,597 shares@ 30.78 avg price
Herbert Pontzer@Client 1st Advisory Group, Llc
Recent Activity
New Position
0.57%
$1.461M
47,466 shares@ 30.78 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -25.45%
0.05%
$1.449M
47,084 shares@ 30.78 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 14.42%
0.04%
$1.264M
40,049 shares@ 31.55 avg price
Kenneth "Kacy" Gott@Meritas Wealth Management, Llc
Recent Activity
Increased 5.82%
0.73%
$1.21M
39,299 shares@ 30.78 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
Decreased -6.04%
0.46%
$1.19M
38,647 shares@ 30.79 avg price
Jennifer Milam@Mustard Seed Financial, Llc
Recent Activity
Increased 11.82%
0.96%
$1.171M
38,042 shares@ 30.79 avg price
Michael D. Miller@Capital Planning Llc
Recent Activity
Decreased -0.4%
0.27%
$1.018M
33,076 shares@ 30.78 avg price