Ridgeline Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ridgeline Wealth, LLC
- $144 Billion
- Q4 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 348,852 shares of DFIC stock, worth $11.6 Million. This represents 8.34% of its overall portfolio holdings.
Number of Shares
348,852
Previous 336,878
3.55%
Holding current value
$11.6 Million
Previous $11 Billion
8.83%
% of portfolio
8.34%
Previous 8.15%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
523Shares Held
283MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio