Ridgeline Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ridgeline Wealth, LLC
- $135 Billion
- Q3 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 336,878 shares of DFIC stock, worth $11.1 Million. This represents 8.15% of its overall portfolio holdings.
Number of Shares
336,878
Previous 320,145
5.23%
Holding current value
$11.1 Million
Previous $9.95 Billion
10.98%
% of portfolio
8.15%
Previous 8.12%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
515Shares Held
299MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio