North Ridge Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 1,049,436 shares of DFAC stock, worth $34.9 Million. This represents 25.7% of its overall portfolio holdings.
Number of Shares
1,049,436
Previous 1,027,276
2.16%
Holding current value
$34.9 Million
Previous $32.8 Billion
3.08%
% of portfolio
25.7%
Previous 25.46%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
875Shares Held
709MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.78 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.58 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.24 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$587 Million0.29% of portfolio