RAM Investment Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

RAM Investment Partners’s Portfolio DFNM Stock Details DFNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.8M	Buy	516,432 +7,203	+1%	+$349K	4.35%	8
2025 Q4	$24.5M	Buy	509,229 +94,581	+23%	+$4.56M	4.44%	8
2025 Q3	$19.9M	Buy	414,648 +78,741	+23%	+$3.74M	3.73%	8
2025 Q2	$15.9M	Sell	335,907 -90,435	-21%	-$4.27M	3.34%	8
2025 Q1	$20.3M	Buy	426,342 +22,131	+5%	+$1.06M	5.01%	8
2024 Q4	$19.3M	Buy	404,211 +34,212	+9%	+$1.65M	4.75%	8
2024 Q3	$18M	Buy	369,999 +23,487	+7%	+$1.13M	4.68%	8
2024 Q2	$16.6M	Buy	346,512 +24,698	+8%	+$1.18M	4.8%	8
2024 Q1	$15.5M	Buy	321,814 +5,866	+2%	+$283K	4.87%	8
2023 Q4	$15.3M	Buy	315,948 +39,713	+14%	+$1.88M	5.34%	8
2023 Q3	$12.8M	Buy	276,235 +1,224	+0.4%	+$57.9K	5.43%	8
2023 Q2	$13.1M	Buy	275,011 +48,039	+21%	+$2.3M	5.48%	7
2023 Q1	$11M	Buy	226,972 +13,696	+6%	+$659K	5.9%	6
2022 Q4	$10.2M	Buy	+213,276	New	+$10.1M	6.27%	5

Other funds holding DFNM

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Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return