Ram Investment Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Ram Investment Partners, LLC
- $407 Billion
- Q4 2024
A detailed history of Ram Investment Partners, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ram Investment Partners, LLC holds 404,211 shares of DFNM stock, worth $19.4 Million. This represents 4.75% of its overall portfolio holdings.
Number of Shares
404,211
Previous 369,999
9.25%
Holding current value
$19.4 Million
Previous $18 Billion
7.51%
% of portfolio
4.75%
Previous 4.68%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
213Shares Held
23.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio