DFSV

Dimensional Us Small Cap Val

Latest period2026 - Q2Total superinvestors69

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, 69 superinvestors own shares of Dimensional Us Small Cap Val (DFSV), 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 Small Cap Val (DFSV), 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 Small Cap Val (DFSV) 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 Small Cap Val (DFSV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Paul L. Moffat@Arista Wealth Management, Llc
Recent Activity
Increased 2.31%
9.01%
$83.473M
2.152M shares@ 38.79 avg price
Patrick J. DiNuzzo@Dinuzzo Private Wealth, Inc.
Recent Activity
Decreased -3.48%
5%
$50.452M
1.301M shares@ 38.8 avg price
Kim Adams@Evanson Financial, Llc
Recent Activity
New Position
2.21%
$45.002M
1.16M shares@ 38.79 avg price
Stephen K. Hassell@Hassell Wealth Management, Llc
Recent Activity
Increased 1.09%
9.04%
$29.443M
770,951 shares@ 38.2 avg price
Aryn Sands@Factor Wealth Management Ltd
Recent Activity
Increased 82.36%
3.73%
$24.617M
634,617 shares@ 38.8 avg price
Kevin R. Mahoney@Integris Wealth Management, Llc
Recent Activity
Decreased -2.08%
4.59%
$22.727M
585,899 shares@ 38.79 avg price
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Increased 12.81%
0.27%
$18.65M
483,548 shares@ 38.58 avg price
Setu Mazumdar@Physician Wealth Solutions Inc.
Recent Activity
Decreased -1.98%
6.05%
$15.944M
411,042 shares@ 38.79 avg price
Michael Bridgeman@Trust Co Of The South
Recent Activity
Decreased -9.57%
2.2%
$15.606M
402,318 shares@ 38.8 avg price
Scott Ela@Avant Financial Advisors Llc
Recent Activity
Increased 9.44%
8.75%
$14.033M
361,776 shares@ 38.79 avg price

1-10 of 69