DFAT

Dimensional Us Target Value

Latest period2026 - Q1Total superinvestors815

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 815 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
Rebecca Havens@Creative Planning
Recent Activity
Decreased -1.35%
0.58%
$844.417M
13.521M shares@ 62.46 avg price
Vincent J. Gratch@Focus Partners Wealth
Recent Activity
Decreased -1.05%
0.92%
$821.929M
13.144M shares@ 62.54 avg price
Allison Tronnes@Forum Financial Management, Lp
Recent Activity
Increased 1.4%
9.15%
$646.331M
10.35M shares@ 62.45 avg price
Michelle Ojeda@Index Fund Advisors, Inc.
Recent Activity
Decreased -0.91%
17.95%
$398.668M
6.384M shares@ 62.46 avg price
Jeffery Yorg@Focus Partners Advisor Solutions, Llc
Recent Activity
Increased 7.96%
3.6%
$356.95M
5.716M shares@ 62.45 avg price
James Gill@Pure Financial Advisors, Llc
Recent Activity
Increased 3.51%
4.95%
$344.552M
5.517M shares@ 62.45 avg price
Margaret M. Baer@Savant Capital, Llc
Recent Activity
Decreased -0.97%
1.45%
$298.74M
4.784M shares@ 62.46 avg price
Jennifer Herron-Dullaart@Ep Wealth Advisors, Llc
Recent Activity
Increased 2.81%
1.33%
$268.598M
4.301M shares@ 62.46 avg price
J. ADAM CAUSEY@Jackson Thornton Wealth Management, Llc
Recent Activity
Increased 0.23%
16.52%
$183.508M
2.84M shares@ 64.62 avg price
Jamie Lynn Cahal@Corient Private Wealth Llc
Recent Activity
Decreased -51.39%
0.24%
$164.729M
2.645M shares@ 62.28 avg price

1-10 of 815