Ridgeline Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ridgeline Wealth, LLC
- $123 Billion
- Q4 2024
A detailed history of Ridgeline Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 323,990 shares of DFIC stock, worth $9.08 Million. This represents 6.82% of its overall portfolio holdings.
Number of Shares
323,990Holding current value
$9.08 Million% of portfolio
6.82%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio