North Ridge Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
North Ridge Wealth Advisors, Inc.
- $163 Billion
- Q2 2025
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 1,105,705 shares of DFAC stock, worth $42.4 Million. This represents 24.34% of its overall portfolio holdings.
Number of Shares
1,105,705
Previous 1,092,444
1.21%
Holding current value
$42.4 Million
Previous $36 Billion
9.96%
% of portfolio
24.34%
Previous 24.08%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio