North Ridge Wealth Advisors, Inc. Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 14,622 shares of DFUS stock, worth $952,038. This represents 0.62% of its overall portfolio holdings.
Number of Shares
14,622
Previous 14,622
-0.0%
Holding current value
$952,038
Previous $861 Million
5.69%
% of portfolio
0.62%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
723Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.72 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$518 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$378 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$312 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$263 Million0.09% of portfolio