DFSV

Dimensional Us Small Cap Val

Latest period2026 - Q1Total superinvestors550

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, 550 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
Margaret M. Baer@Savant Capital, Llc
Recent Activity
Increased 17.38%
3.2%
$661.485M
18.878M shares@ 35.04 avg price
Jamie Lynn Cahal@Corient Private Wealth Llc
Recent Activity
Decreased -44.7%
0.37%
$256.992M
7.338M shares@ 35.03 avg price
Stuart Evans@Mather Group, Llc.
Recent Activity
Decreased -0.73%
2.3%
$230.136M
6.568M shares@ 35.04 avg price
Adam Boyer@Jmg Financial Group, Ltd.
Recent Activity
Increased 6.16%
5.98%
$216.945M
6.191M shares@ 35.04 avg price
Vincent J. Gratch@Focus Partners Wealth
Recent Activity
Increased 4.42%
0.18%
$157.729M
4.501M shares@ 35.05 avg price
Arthur I. Prostick@Cerity Partners Llc
Recent Activity
Increased 13.16%
0.22%
$150.943M
4.308M shares@ 35.04 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 61.34%
0.15%
$136.26M
3.889M shares@ 35.05 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Increased 6.61%
2.35%
$135.167M
3.858M shares@ 35.04 avg price
Alex Berney@Exencial Wealth Advisors, Llc
Recent Activity
Increased 35.4%
3.05%
$98.02M
2.797M shares@ 35.04 avg price
Theresa Apruzzese Days@Modera Wealth Management, Llc
Recent Activity
Increased 3.88%
1.17%
$96.833M
2.764M shares@ 35.05 avg price

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