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
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Decreased -21.68%
1.58%
$20.107M
428,894 shares@ 46.89 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.05%
0.02%
$7.633M
159,884 shares@ 47.74 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Decreased -0.2%
0.16%
$6.771M
144,428 shares@ 46.89 avg price
Michael J. Newman@Burney Co
Recent Activity
Decreased -16.21%
0.21%
$5.897M
125,800 shares@ 46.88 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -2.53%
0.33%
$4.16M
89,010 shares@ 46.74 avg price
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
Decreased -0.15%
0.15%
$607,706
12,963 shares@ 46.89 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -7.17%
0.02%
$431,615
9,207 shares@ 46.88 avg price
Nancy Williamson@Helen Stephens Group, Llc
Recent Activity
Decreased -23.74%
0.06%
$202,403
4,317 shares@ 46.89 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
Decreased -92.02%
0.01%
$13,612
290 shares@ 46.94 avg price