Dimensional National Muni Bd
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, 28 superinvestors own shares of Dimensional National Muni Bd (DFNM), 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 National Muni Bd (DFNM), 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 National Muni Bd (DFNM) 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 National Muni Bd (DFNM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Steven Farer@Confluence Investment Management Llc
| 0.12% | $8.475M 177,417 shares@ 47.77 avg price | Decreased -4.6% |
Laura West@West Financial Advisors, Llc
| 1.6% | $8.27M 173,115 shares@ 47.78 avg price | Decreased -5.98% |
Trevor Hodges@Sax Wealth Advisors, Llc
| 0.39% | $4.866M 101,865 shares@ 47.77 avg price | Decreased -8.36% |
Tammy Trenta@Ff Advisors,llc
| 1.83% | $2.693M 55,935 shares@ 48.15 avg price | Decreased -22.06% |
Dana M. Jones@Websterrogers Financial Advisors, Llc
| 0.4% | $1.127M 23,586 shares@ 47.77 avg price | Decreased -1.25% |
Benjamin S. Littman@Pure Financial Advisors, Llc
| 0.02% | $868,670 18,184 shares@ 47.78 avg price | Decreased -5.96% |
Mark Finney@Mccarthy & Cox
| 0.1% | $270,093 5,654 shares@ 47.78 avg price | Decreased -35.5% |