Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RAM INVESTMENT PARTNERS LLC | 04-29-2024 | 03-31-2024 | 89 | 318,026,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $73,044,276 | 2,286,206 | 0.02 | 0.02 | 88,707 | 4.04 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 2 | $40,431,785 | 1,337,915 | 0.01 | 0.01 | 85,535 | 6.83 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $30,268,536 | 71,945 | 0.01 | 0.01 | -2,765 | -3.70 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 4 | $25,087,163 | 1,121,465 | 0.01 | 0.01 | 31,817 | 2.92 | 03-31-2024 |
