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 $36.6 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

$36.6 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

900

Shares Held

721M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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