RAM Investment Partners, LLC
122 holdingsFiling period: 2026-03-31Current AUM: $627.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.74M | $106.5M | $121.9M | 19.43% | +8.1K | 2026-03-31 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.91M | $74.4M | $80.4M | 12.82% | +52.3K | 2026-03-31 |
| 3 | CORP | PIMCO ETF TR | 530.4K | $51.3M | $50.4M | 8.04% | +60.0K | 2026-03-31 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 998.5K | $47.8M | $47.2M | 7.53% | +46.5K | 2026-03-31 |
| 5 | DFAE | DIMENSIONAL ETF TRUST | 1.33M | $44.9M | $49.7M | 7.93% | +36.7K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 114.6K | $42.4M | $53.3M | 8.49% | +7.9K | 2026-03-31 |
| 7 | DFAR | DIMENSIONAL ETF TRUST | 1.43M | $33.8M | $38.3M | 6.10% | +72.4K | 2026-03-31 |
| 8 | DFNM | DIMENSIONAL ETF TRUST | 516.4K | $24.8M | $24.6M | 3.92% | +7.2K | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 49.1K | $10.2M | $13.3M | 2.12% | +629 | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 47.5K | $8.3M | $9.5M | 1.52% | +10.4K | 2026-03-31 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | 7.6K | $7.6M | $7.3M | 1.16% | -375 | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 22.2K | $6.4M | $7.9M | 1.26% | +1.5K | 2026-03-31 |
| 13 | DFSI | DIMENSIONAL ETF TRUST | 125.1K | $5.3M | $5.7M | 0.92% | +3.2K | 2026-03-31 |
| 14 | DFSU | DIMENSIONAL ETF TRUST | 128.6K | $5.3M | $6.1M | 0.97% | +7.5K | 2026-03-31 |
| 15 | DFAX | DIMENSIONAL ETF TRUST | 152.0K | $5.2M | $5.5M | 0.88% | -5,299 | 2026-03-31 |
| 16 | AAPL | APPLE INC | 17.5K | $4.4M | $5.4M | 0.86% | -960 | 2026-03-31 |
| 17 | VTIP | VANGUARD MALVERN FDS | 77.6K | $3.9M | $3.9M | 0.61% | +2.2K | 2026-03-31 |
| 18 | IVV | ISHARES TR | 5.2K | $3.4M | $3.9M | 0.63% | +4.0K | 2026-03-31 |
| 19 | ORCL | ORACLE CORP | 22.9K | $3.4M | $3.0M | 0.47% | +578 | 2026-03-31 |
| 20 | DFSB | DIMENSIONAL ETF TRUST | 62.8K | $3.2M | $3.2M | 0.51% | +3.7K | 2026-03-31 |
| 21 | DFSE | DIMENSIONAL ETF TRUST | 71.0K | $3.0M | $3.3M | 0.52% | +3.2K | 2026-03-31 |
| 22 | AVUS | AMERICAN CENTY ETF TR | 26.7K | $3.0M | $3.4M | 0.54% | -- | 2026-03-31 |
| 23 | DFSV | DIMENSIONAL ETF TRUST | 80.8K | $2.8M | $3.2M | 0.51% | +35.0K | 2026-03-31 |
| 24 | RBLX | ROBLOX CORP | 47.5K | $2.7M | $1.7M | 0.27% | -3,699 | 2026-03-31 |
| 25 | DISV | DIMENSIONAL ETF TRUST | 66.8K | $2.6M | $2.8M | 0.45% | +17.0K | 2026-03-31 |
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