DFNM

Dimensional National Muni Bd

Latest period2024 - Q4Total superinvestors28

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Pavin White@25 Llc
Recent Activity
Increased 162.19%
0.83%
$1.946M
40,741 shares@ 47.78 avg price
Nancy Williamson@Helen Stephens Group, Llc
Recent Activity
Increased 3.41%
0.58%
$1.934M
40,496 shares@ 47.77 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 2.45%
0.02%
$1.918M
40,159 shares@ 47.77 avg price
Jason Hiley@Hiley Hunt Wealth Management
Recent Activity
Increased 20.07%
1.03%
$1.839M
38,505 shares@ 47.77 avg price
Eric Malden@Shearwater Capital Llc
Recent Activity
Increased 4.56%
1.2%
$1.767M
36,983 shares@ 47.77 avg price
Dana M. Jones@Websterrogers Financial Advisors, Llc
Recent Activity
Decreased -1.25%
0.4%
$1.127M
23,586 shares@ 47.77 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Decreased -5.96%
0.02%
$868,670
18,184 shares@ 47.78 avg price
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
0.18%
$726,509
15,266 shares@ 47.6 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Increased 6.63%
0.09%
$515,199
10,785 shares@ 47.77 avg price
John Noonan@Great Oak Capital Partners, Llc
Recent Activity
Increased 0.94%
0.16%
$453,256
9,514 shares@ 47.65 avg price