Ram Investment Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Ram Investment Partners, LLC
- $384 Billion
- Q3 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 369,999 shares of DFNM stock, worth $17.6 Million. This represents 4.68% of its overall portfolio holdings.
Number of Shares
369,999
Previous 346,512
6.78%
Holding current value
$17.6 Million
Previous $16.6 Billion
8.5%
% of portfolio
4.68%
Previous 4.8%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio