DFAT

Dimensional Us Target Value

Latest period2026 - Q2Total superinvestors83

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 83 superinvestors own shares of Dimensional Us Target Value (DFAT), 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 Target Value (DFAT), 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 Target Value (DFAT) 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 Target Value (DFAT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Decreased -2.58%
2.04%
$144.089M
2.078M shares@ 69.36 avg price
Michael Bridgeman@Trust Co Of The South
Recent Activity
Decreased -2.03%
17.27%
$122.612M
1.754M shares@ 69.9 avg price
Kim Adams@Evanson Financial, Llc
Recent Activity
New Position
3.73%
$76.192M
1.09M shares@ 69.9 avg price
Justin Halverson@Great Waters Wealth Management
Recent Activity
Increased 4.1%
5.76%
$62.096M
888,357 shares@ 69.9 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 2.38%
1.97%
$48.423M
775,382 shares@ 62.45 avg price
Clint Dunn@Beaird Harris Wealth Management, Llc
Recent Activity
Decreased -2.56%
2.07%
$33.022M
472,417 shares@ 69.9 avg price
Kate P. Juelfs@Foster Group, Inc.
Recent Activity
Decreased -2.2%
0.72%
$26.948M
385,529 shares@ 69.9 avg price
Jeffery Nauta@Henrickson Nauta Wealth Advisors, Inc.
Recent Activity
Increased 2.87%
6.56%
$26.889M
384,676 shares@ 69.9 avg price
Patricia Buchholtz@Eclectic Associates Inc Adv
Recent Activity
Increased 5.61%
2.94%
$25.811M
369,252 shares@ 69.91 avg price
JOSEPH KILNER@Kilner Capital Advisors, Llc
Recent Activity
Increased 0.5%
19.12%
$22.306M
319,755 shares@ 69.76 avg price

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