North Ridge Wealth Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
North Ridge Wealth Advisors, Inc.
- $175 Billion
- Q3 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 43,789 shares of DFNM stock, worth $2.11 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
43,789
Previous 37,657
16.28%
Holding current value
$2.11 Million
Previous $1.79 Billion
17.63%
% of portfolio
1.2%
Previous 1.1%
Shares
11 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio