North Ridge Wealth Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
North Ridge Wealth Advisors, Inc.
- $150 Billion
- Q1 2025
A detailed history of North Ridge Wealth Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 52,703 shares of DFNM stock, worth $2.5 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
52,703
Previous 46,454
13.45%
Holding current value
$2.5 Million
Previous $2.22 Billion
12.98%
% of portfolio
1.67%
Previous 1.54%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
249Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$125 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$71.3 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.7 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio