North Ridge Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 173,463 shares of DFEM stock, worth $4.54 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
173,463
Previous 159,727
8.6%
Holding current value
$4.54 Million
Previous $4.27 Billion
14.37%
% of portfolio
3.32%
Previous 3.24%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
426Shares Held
151MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$427 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$155 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$124 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$110 Million0.96% of portfolio