North Ridge Wealth Advisors, Inc. Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 40,526 shares of DFNM stock, worth $1.96 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
40,526
Previous 34,358
17.95%
Holding current value
$1.96 Million
Previous $1.65 Billion
17.17%
% of portfolio
1.47%
Previous 1.28%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$58.8 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.7 Million1.92% of portfolio