DFNM

Dimensional National Muni Bd

Latest period2026 - Q1Total superinvestors274

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, 274 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

SuperinvestorPortfolio %Reported Value
Vincent J. Gratch@Focus Partners Wealth
Recent Activity
Increased 15.27%
0.23%
$202.355M
4.222M shares@ 47.94 avg price
James Hadaway@Truepoint, Inc.
Recent Activity
Increased 4.09%
3.31%
$148.378M
3.096M shares@ 47.93 avg price
Kate P. Juelfs@Foster Group, Inc.
Recent Activity
Decreased -0.37%
2.09%
$69.989M
1.46M shares@ 47.93 avg price
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Increased 93.61%
0.95%
$63.897M
1.32M shares@ 48.4 avg price
David Connelly Jr@Symmetry Partners, Llc
Recent Activity
Decreased -0.71%
3.61%
$63.14M
1.317M shares@ 47.93 avg price
Jeffery Yorg@Focus Partners Advisor Solutions, Llc
Recent Activity
Increased 14206.88%
0.58%
$57.457M
1.203M shares@ 47.75 avg price
Laura Green@Rather & Kittrell, Inc.
Recent Activity
Increased 6.84%
6.62%
$42.858M
894,173 shares@ 47.94 avg price
Evan Lieberman@Geowealth Management, Llc
Recent Activity
Decreased -0.21%
1.53%
$42.23M
881,082 shares@ 47.93 avg price
Matthew Dunn@Sequoia Financial Advisors, Llc
Recent Activity
Increased 3.55%
0.24%
$42.18M
880,025 shares@ 47.93 avg price
Clint Dunn@Beaird Harris Wealth Management, Llc
Recent Activity
Decreased -6.15%
2.6%
$38.138M
795,703 shares@ 47.93 avg price

1-10 of 274