Ridgeline Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ridgeline Wealth, LLC
- $118 Billion
- Q1 2025
A detailed history of Ridgeline Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 313,770 shares of DFIC stock, worth $9.56 Million. This represents 7.41% of its overall portfolio holdings.
Number of Shares
313,770
Previous 323,990
3.15%
Holding current value
$9.56 Million
Previous $8.37 Billion
4.06%
% of portfolio
7.41%
Previous 6.82%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$942 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$839 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$495 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio