North Ridge Wealth Advisors, Inc. Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 37,657 shares of DFNM stock, worth $1.81 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
37,657
Previous 52,703
28.55%
Holding current value
$1.81 Million
Previous $2.51 Billion
28.76%
% of portfolio
1.1%
Previous 1.67%
Shares
10 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
27.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$72.2 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL862KShares$41.4 Million1.71% of portfolio