DFSD

Dimensional Short Duration

Latest period2024 - Q4Total superinvestors37

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, 37 superinvestors own shares of Dimensional Short Duration (DFSD), 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 Short Duration (DFSD), 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 Short Duration (DFSD) 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 Short Duration (DFSD) 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
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 57.35%
3.01%
$78.345M
1.671M shares@ 46.89 avg price
Justin Halverson@Great Waters Wealth Management
Recent Activity
Increased 12.17%
7.36%
$57.35M
1.223M shares@ 46.89 avg price
Katie Fischer@Market Street Wealth Management Advisors Llc
Recent Activity
Increased 3.13%
8.98%
$53.483M
1.141M shares@ 46.89 avg price
John Noonan@Great Oak Capital Partners, Llc
Recent Activity
Increased 22.5%
7%
$20.921M
447,614 shares@ 46.74 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 2.22%
0.22%
$20.591M
439,220 shares@ 46.89 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Decreased -21.68%
1.58%
$20.107M
428,894 shares@ 46.89 avg price
Lyndsay Goody@Onyx Financial Advisors, Llc
Recent Activity
Increased 2.3%
8.44%
$15.384M
328,160 shares@ 46.89 avg price
Mark Mowrey@Signature Resources Capital Management, Llc
Recent Activity
Increased 12.48%
12.95%
$14.498M
309,254 shares@ 46.89 avg price
Herbert Pontzer@Client 1st Advisory Group, Llc
Recent Activity
Increased 9.81%
5.28%
$13.706M
292,358 shares@ 46.88 avg price
Mark Heider@Peirce Capital Management, Llc
Recent Activity
Increased 3.85%
4.47%
$8.707M
185,735 shares@ 46.88 avg price