Ridgecrest Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Ridgecrest Wealth Partners, LLC
- $188 Million
- Q2 2025
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 6,544 shares of DFAC stock, worth $246,119. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,544
Previous 6,544
-0.0%
Holding current value
$246,119
Previous $215,000
8.84%
% of portfolio
0.12%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,138Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.13 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.06 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.46 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.4 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$656 Million0.22% of portfolio