DFAX

Dimensional World Ex Us Core

Latest period2024 - Q4Total superinvestors79

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, 79 superinvestors own shares of Dimensional World Ex Us Core (DFAX), 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 World Ex Us Core (DFAX), 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 World Ex Us Core (DFAX) 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 World Ex Us Core (DFAX) 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
Decreased -2.87%
0.84%
$21.7M
872,892 shares@ 24.86 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.01%
0.05%
$22.113M
818,707 shares@ 27.02 avg price
Eric Malden@Shearwater Capital Llc
Recent Activity
Increased 2%
13.59%
$20.013M
805,036 shares@ 24.87 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
0.66%
$18.277M
735,212 shares@ 24.86 avg price
Frank S Rhodes@Conrad Siegel Investment Advisors, Inc.
Recent Activity
Increased 9.71%
4.6%
$17.044M
685,597 shares@ 24.87 avg price
Ryan Noble@Prosperity Planning, Inc.
Recent Activity
Decreased -0.49%
4.82%
$15.038M
604,898 shares@ 24.87 avg price
Jordan Szekely@Cherrydale Wealth Management, Llc
Recent Activity
Decreased -8.98%
5.45%
$14.085M
566,567 shares@ 24.86 avg price
Michael Bridgeman@Trust Co Of The South
Recent Activity
Increased 1.22%
1.98%
$9.699M
390,158 shares@ 24.86 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
Increased 0.33%
1.44%
$9.54M
383,740 shares@ 24.87 avg price
Robert Lucia@Andrews, Lucia Wealth Management Llc
Recent Activity
Increased 0.27%
6.82%
$10.212M
378,073 shares@ 27.01 avg price