Ridgecrest Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Ridgecrest Wealth Partners, LLC
- $167 Million
- Q1 2024
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 $215,101. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,544Holding current value
$215,101% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
843Shares Held
683MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.7 Billion0.63% of portfolio
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Mercer Global Advisors Inc Denver, CO45.1MShares$1.48 Billion4.09% of portfolio
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Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.24 Billion13.69% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$572 Million0.3% of portfolio