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
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 17.44%
1.02%
$26.4M
552,649 shares@ 47.78 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.05%
$23.734M
488,958 shares@ 48.54 avg price
Taylor Faw@Strathmore Capital Advisors, Inc.
Recent Activity
New Position
12.78%
$17.561M
367,620 shares@ 47.77 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
Increased 5.55%
1.39%
$11.145M
233,305 shares@ 47.77 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -4.6%
0.12%
$8.475M
177,417 shares@ 47.77 avg price
Laura West@West Financial Advisors, Llc
Recent Activity
Decreased -5.98%
1.6%
$8.27M
173,115 shares@ 47.78 avg price
Trevor N. Hoffman@Collective Family Office Llc
Recent Activity
Increased 4.96%
2.17%
$7.899M
165,347 shares@ 47.77 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Decreased -8.36%
0.39%
$4.866M
101,865 shares@ 47.77 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 0.08%
0.32%
$4.578M
95,834 shares@ 47.77 avg price
Tammy Trenta@Ff Advisors,llc
Recent Activity
Decreased -22.06%
1.83%
$2.693M
55,935 shares@ 48.15 avg price