North Ridge Wealth Advisors, Inc. Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 14,622 shares of DFUS stock, worth $883,315. This represents 0.65% of its overall portfolio holdings.
Number of Shares
14,622
Previous 14,622
-0.0%
Holding current value
$883,315
Previous $833 Million
3.28%
% of portfolio
0.65%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
622Shares Held
121MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$481 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$358 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$305 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$250 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$224 Million0.23% of portfolio