Ridgeline Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History

Ridgeline Wealth, LLC

$123 Billion
Q4 2024

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 $251,919. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,237

Holding current value

$251,919

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 06, 2025	BUY	$33.92 - $36.6 $245,479 - $264,874	7,237 New	7,237 $250 Million

Others Institutions Holding DFAC

# of Institutions

924

Shares Held

741M

Call Options Held

76K

Put Options Held

Envestnet Asset Management Inc

56.6M
Shares

$1.97 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.74 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.31 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.3 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$618 Million
0.28% of portfolio

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Ridgeline Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History