RAM Investment Partners, LLC

Q3 2025 13F Combination Report, Stock Holdings

Signature - Title
Lars Phillips - Partner
Location
Bellevue, WA
Holdings as of
30 Sep 2025
Value $
$533M
Num holdings
103
Filing time
03 Nov 2025, 11:31:47 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included DFAC, DFAI, MSFT, DFSD, and CORP.
Previous filing
Q2 2025 - 08 Aug 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 compared to 2025 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lars Phillips Partner Bellevue, Washington 03 Nov 2025

List of Other Managers Reporting for RAM Investment Partners, LLC:

Name Holdings Value Location File Number
DIMENSIONAL FUND ADVISORS LP $466B Austin, TX 028-01186
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558

Other Included Managers (2):

Num Name Location File Number
1 DIMENSIONAL FUND ADVISORS LP Austin, TX
2 PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA