Ram Investment Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Ram Investment Partners, LLC
- $405 Billion
- Q1 2025
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 426,342 shares of DFNM stock, worth $20.2 Million. This represents 5.01% of its overall portfolio holdings.
Number of Shares
426,342
Previous 404,211
5.48%
Holding current value
$20.2 Million
Previous $19.3 Billion
5.03%
% of portfolio
5.01%
Previous 4.75%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
242Shares Held
25.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.3 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.6 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio