North Ridge Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
North Ridge Wealth Advisors, Inc.
- $147 Billion
- Q3 2024
A detailed history of North Ridge Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 1,073,502 shares of DFAC stock, worth $37.4 Million. This represents 25.03% of its overall portfolio holdings.
Number of Shares
1,073,502
Previous 1,049,436
2.29%
Holding current value
$37.4 Million
Previous $33.8 Billion
8.8%
% of portfolio
25.03%
Previous 25.7%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio