DFSD

Dimensional Short Duration

Latest period2024 - Q4Total superinvestors37

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Tina Armada-Eynard@Aspire Private Capital, Llc Recent Activity Increased 7.11%	0.54%	$2.166M 46,200 shares@ 46.89 avg price	Increased 7.11%
Becki Goebel@Tcp Asset Management, Llc Recent Activity Increased 15.43%	0.4%	$1.779M 37,940 shares@ 46.88 avg price	Increased 15.43%
Jake Rue@Shore Point Advisors, Llc Recent Activity Increased 9.35%	0.94%	$1.737M 37,045 shares@ 46.89 avg price	Increased 9.35%
Cortney Cost@Kraft Asset Management, Llc Recent Activity Increased 211.42%	0.77%	$994,486 21,195 shares@ 46.93 avg price	Increased 211.42%
Henry Pizzutello@Hfg Wealth Management, Llc Recent Activity Increased 3.87%	0.42%	$644,838 13,507 shares@ 47.75 avg price	Increased 3.87%
Morgan Christen@Spinnaker Investment Group, Llc Recent Activity Decreased -0.15%	0.15%	$607,706 12,963 shares@ 46.89 avg price	Decreased -0.15%
Joel W. Lake@Capstone Wealth Management, Llc Recent Activity New Position	0.52%	$529,009 11,284 shares@ 46.89 avg price	New Position
James Krause@Wealthcare Advisory Partners Llc Recent Activity Decreased -7.17%	0.02%	$431,615 9,207 shares@ 46.88 avg price	Decreased -7.17%
Eric Malden@Shearwater Capital Llc Recent Activity	0.28%	$401,762 8,570 shares@ 46.89 avg price
NELSON LAM@Lam Group, Inc. Recent Activity Increased 0.58%	0.27%	$369,180 7,875 shares@ 46.88 avg price	Increased 0.58%