North Ridge Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 1,073,502 shares of DFAC stock, worth $38.6 Million. This represents 25.03% of its overall portfolio holdings.

Number of Shares

1,073,502

Previous 1,049,436 2.29%

Holding current value

$38.6 Million

Previous $33.8 Billion 8.8%

% of portfolio

25.03%

Previous 25.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$31.05 - $34.29 $747,249 - $825,223	24,066 Added 2.29%	1,073,502 $36.8 Billion
Q2 2024 Jul 30, 2024	BUY	$30.09 - $32.37 $666,794 - $717,319	22,160 Added 2.16%	1,049,436 $33.8 Billion
Q1 2024 Apr 24, 2024	BUY	$28.62 - $31.95 $1.3 Million - $1.46 Million	45,567 Added 4.64%	1,027,276 $32.8 Billion
Q4 2023 Jan 18, 2024	BUY	$24.91 - $29.38 $1.22 Million - $1.44 Million	48,851 Added 5.24%	981,709 $28.7 Billion
Q3 2023 Oct 19, 2023	BUY	$26.05 - $28.22 $1.21 Million - $1.32 Million	46,627 Added 5.26%	932,858 $24.4 Billion
Q2 2023 Jul 26, 2023	BUY	$24.86 - $27.15 $293,372 - $320,397	11,801 Added 1.35%	886,231 $24.1 Billion
Q1 2023 Apr 28, 2023	BUY	$24.18 - $26.58 $21.1 Million - $23.2 Million	874,430 New	874,430 $22.3 Billion

Others Institutions Holding DFAC

# of Institutions

1,046

Shares Held

796M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of North Ridge Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on North Ridge Wealth Advisors, Inc. with notifications on news.

Account

North Ridge Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History