Ridgeline Wealth Planning, LLC Dimensional ETF Tr U S Core Eq Transaction History
Ridgeline Wealth Planning, LLC
- $121 Billion
- Q2 2025
A detailed history of Ridgeline Wealth Planning, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 9,232 shares of DFAC stock, worth $355,062. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,232
Previous 9,232
-0.0%
Holding current value
$355,062
Previous $305 Million
8.64%
% of portfolio
0.27%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,147Shares Held
839MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio