North Ridge Wealth Advisors, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 284,244 shares of DFIC stock, worth $7.75 Million. This represents 5.68% of its overall portfolio holdings.
Number of Shares
284,244
Previous 277,999
2.25%
Holding current value
$7.75 Million
Previous $7.44 Billion
0.49%
% of portfolio
5.68%
Previous 5.77%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
340Shares Held
216MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$648 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$636 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$416 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$157 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio