Ridgeline Wealth, LLC DIMENSIONAL ETF TRUST Transaction History

Ridgeline Wealth, LLC

  • $135 Billion
  • Q3 2025
Number of Shares
46,873
Previous 45,072 4.0%
Holding current value
$1.28 Billion
Previous $1.21 Billion 5.86%
% of portfolio
0.94%
Previous 0.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
N/A
1,801 Added 4.0%
46,873 $1.28 Billion
Q2 2025

Jul 11, 2025
SELL
N/A
-286 Reduced 0.63%
45,072 $1.21 Billion
Q1 2025

Apr 11, 2025
BUY
N/A
2,989 Added 7.05%
45,358 $1.19 Billion
Q4 2024

Jan 06, 2025
BUY
N/A
42,369 New
42,369 $1.08 Billion
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