Ridgecrest Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Ridgecrest Wealth Partners, LLC
- $183 Million
- Q4 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 $236,434. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,544
Previous 6,544
-0.0%
Holding current value
$236,434
Previous $224,000
0.89%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,052Shares Held
795MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.07 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.68 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.33 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$656 Million0.26% of portfolio