North Ridge Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
North Ridge Wealth Advisors, Inc.
- $132 Billion
- Q2 2024
A detailed history of North Ridge Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 455,892 shares of DFAX stock, worth $11.9 Million. This represents 8.8% of its overall portfolio holdings.
Number of Shares
455,892
Previous 447,324
1.92%
Holding current value
$11.9 Million
Previous $11.4 Billion
1.84%
% of portfolio
8.8%
Previous 8.83%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$293 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$254 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$193 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$191 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$144 Million21.36% of portfolio