North Ridge Wealth Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

North Ridge Wealth Advisors, Inc.

$147 Billion
Q3 2024

A detailed history of North Ridge Wealth Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 47,557 shares of DFNM stock, worth $2.27 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

47,557

Previous 40,526 17.35%

Holding current value

$2.27 Million

Previous $1.94 Billion 19.24%

% of portfolio

1.57%

Previous 1.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$47.7 - $48.54 $335,378 - $341,284	7,031 Added 17.35%	47,557 $2.31 Billion
Q2 2024 Jul 30, 2024	BUY	$47.4 - $48.0 $292,363 - $296,064	6,168 Added 17.95%	40,526 $1.94 Billion
Q1 2024 Apr 24, 2024	BUY	$48.08 - $48.49 $18,126 - $18,280	377 Added 1.11%	34,358 $1.65 Billion
Q4 2023 Jan 18, 2024	BUY	$46.17 - $48.51 $460,545 - $483,887	9,975 Added 41.55%	33,981 $1.65 Billion
Q3 2023 Oct 19, 2023	BUY	$46.44 - $47.81 $228,159 - $234,890	4,913 Added 25.73%	24,006 $1.12 Billion
Q2 2023 Jul 26, 2023	BUY	$47.15 - $48.62 $208,591 - $215,094	4,424 Added 30.16%	19,093 $909 Million
Q1 2023 Apr 28, 2023	BUY	$47.4 - $48.69 $695,310 - $714,233	14,669 New	14,669 $709 Million

Others Institutions Holding DFNM

# of Institutions

202

Shares Held

22.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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North Ridge Wealth Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History