North Ridge Wealth Advisors, Inc. Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 14,622 shares of DFUS stock, worth $959,934. This represents 0.62% of its overall portfolio holdings.
Number of Shares
14,622
Previous 14,622
-0.0%
Holding current value
$959,934
Previous $861 Million
5.69%
% of portfolio
0.62%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$575 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$385 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio