Ridgeline Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Ridgeline Wealth, LLC
- $118 Billion
- Q1 2025
A detailed history of Ridgeline Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 7,237 shares of DFAC stock, worth $233,537. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,237
Previous 7,237
-0.0%
Holding current value
$233,537
Previous $250 Million
4.63%
% of portfolio
0.2%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio