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 $8.13 Million. This represents 5.74% of its overall portfolio holdings.
Number of Shares
300,184
Previous 284,244
5.61%
Holding current value
$8.13 Million
Previous $7.47 Billion
13.04%
% of portfolio
5.74%
Previous 5.68%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
350Shares Held
224MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$645 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$632 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$427 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio