North Ridge Wealth Advisors, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 281,561 shares of DFIC stock, worth $9.35 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
281,561
Previous 302,036
6.78%
Holding current value
$9.35 Million
Previous $8.39 Billion
4.37%
% of portfolio
5.38%
Previous 5.6%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$955 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$530 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$204 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$169 Million0.21% of portfolio