Ridgeline Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ridgeline Wealth, LLC
- $123 Billion
- Q2 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 320,145 shares of DFIC stock, worth $10.3 Million. This represents 8.12% of its overall portfolio holdings.
Number of Shares
320,145
Previous 313,770
2.03%
Holding current value
$10.3 Million
Previous $8.71 Billion
14.23%
% of portfolio
8.12%
Previous 7.41%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
296MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio