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 $5.76 Million. This represents 4.93% of its overall portfolio holdings.
Number of Shares
95,844
Previous 100,052
4.21%
Holding current value
$5.76 Million
Previous $6.38 Billion
9.12%
% of portfolio
4.93%
Previous 5.2%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
734Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$479 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$349 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$288 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$243 Million0.09% of portfolio