North Ridge Wealth Advisors, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 300,184 shares of DFIC stock, worth $8.41 Million. This represents 5.74% of its overall portfolio holdings.
Number of Shares
300,184
Previous 284,244
5.61%
Holding current value
$8.41 Million
Previous $7.47 Billion
13.04%
% of portfolio
5.74%
Previous 5.68%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio