DFNM

Dimensional National Muni Bd

Latest period2026 - Q2Total superinvestors34

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 34 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
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Increased 20.51%
1.09%
$76.814M
1.591M shares@ 48.29 avg price
Kate P. Juelfs@Foster Group, Inc.
Recent Activity
Increased 1.59%
1.91%
$71.7M
1.483M shares@ 48.34 avg price
Clint Dunn@Beaird Harris Wealth Management, Llc
Recent Activity
Increased 0.09%
2.42%
$38.493M
796,384 shares@ 48.34 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
Increased 15.3%
2.52%
$26.906M
556,651 shares@ 48.34 avg price
LYNN A. JACKSON@Dopkins Wealth Management, Llc
Recent Activity
Increased 3.12%
4.35%
$11.958M
247,398 shares@ 48.34 avg price
Austin Harris@West Financial Advisors, Llc
Recent Activity
Increased 6.8%
1.59%
$10.424M
215,661 shares@ 48.34 avg price
Jim Cullen@55 North Private Wealth, Llc
Recent Activity
Increased 78.36%
2.02%
$10.233M
211,718 shares@ 48.34 avg price
Aryn Sands@Plancorp, Llc
Recent Activity
Increased 14.78%
0.24%
$9.736M
201,949 shares@ 48.21 avg price
Steven Farmer@Confluence Investment Management Llc
Recent Activity
Decreased -7.66%
0.15%
$9.166M
189,628 shares@ 48.34 avg price
Michael Mills@Mills Wealth Advisors Llc
Recent Activity
Increased 26.36%
2.5%
$7.928M
164,031 shares@ 48.34 avg price

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