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 $9.06 Million. This represents 7.41% of its overall portfolio holdings.
Number of Shares
313,770
Previous 323,990
3.15%
Holding current value
$9.06 Million
Previous $8.37 Billion
4.06%
% of portfolio
7.41%
Previous 6.82%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
458Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$791 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
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Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$142 Million15.48% of portfolio