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
Jeremy Schletz@Edge Financial Advisors Llc
Recent Activity
Decreased -1.23%
0.88%
$979,165
31,812 shares@ 30.78 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 262.14%
0.01%
$965,000
31,354 shares@ 30.78 avg price
John Noonan@Great Oak Capital Partners, Llc
Recent Activity
Increased 30.1%
0.24%
$709,867
23,251 shares@ 30.54 avg price
Cortney Cost@Kraft Asset Management, Llc
Recent Activity
Increased 25.06%
0.49%
$622,682
19,718 shares@ 31.58 avg price
Kim Jamieson@Galvin, Gaustad & Stein, Llc
Recent Activity
Increased 11.76%
0.06%
$602,936
19,589 shares@ 30.78 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
Increased 0.29%
0.08%
$598,054
19,430 shares@ 30.78 avg price
James Langer@Redmont Wealth Advisors Llc
Recent Activity
Decreased -1.49%
1.01%
$579,495
18,827 shares@ 30.78 avg price
DALE R HAJOST@Builder Investment Group Inc Adv
Recent Activity
Increased 4.64%
0.15%
$520,158
16,899 shares@ 30.79 avg price
Ian Armstrong@Clear Harbor Asset Management, Llc
Recent Activity
Increased 12.58%
0.05%
$512,487
16,650 shares@ 30.78 avg price
Eric Malden@Shearwater Capital Llc
Recent Activity
Decreased -3.84%
0.35%
$507,932
16,502 shares@ 30.79 avg price