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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
Q2 		$28.2M Buy
583,595
+67,163
+13% +$3.24M 4.51% 8
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

RAM Investment Partners's DFNM Position: Q2 2026 in Review

RAM Investment Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 13% in Q2 2026, buying an estimated $3.24M and bringing the position to 583,595 shares worth $28.2M. The position accounts for 4.51% of the portfolio, ranked #8.

RAM Investment Partners first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • RAM Investment Partners held 583,595 shares of Dimensional National Municipal Bond ETF worth $28.2M as of Q2 2026.
  • RAM Investment Partners bought 67,163 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $3.24M.
  • Dimensional National Municipal Bond ETF made up 4.51% of RAM Investment Partners's portfolio in Q2 2026, its #8 holding.
  • RAM Investment Partners first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.