Ridgeline Wealth, LLC Dimensional ETF Tr U S Equity Transaction History
Ridgeline Wealth, LLC
- $118 Billion
- Q1 2025
A detailed history of Ridgeline Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 95,844 shares of DFUS stock, worth $5.75 Million. This represents 4.93% of its overall portfolio holdings.
Number of Shares
95,844
Previous 100,052
4.21%
Holding current value
$5.75 Million
Previous $6.38 Billion
9.12%
% of portfolio
4.93%
Previous 5.2%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
746Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.58 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$477 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$309 Million20.01% of portfolio
-
Plancorp, LLC4.79MShares$287 Million12.62% of portfolio
-
Envestnet Asset Management Inc3.84MShares$230 Million0.08% of portfolio