North Ridge Wealth Advisors, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 463,288 shares of DFAX stock, worth $11.8 Million. This represents 8.51% of its overall portfolio holdings.

Number of Shares

463,288

Previous 455,892 1.62%

Holding current value

$11.8 Million

Previous $11.6 Billion 7.98%

% of portfolio

8.51%

Previous 8.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$24.29 - $27.25 $179,648 - $201,541	7,396 Added 1.62%	463,288 $12.5 Billion
Q2 2024 Jul 30, 2024	BUY	$24.57 - $26.36 $210,515 - $225,852	8,568 Added 1.92%	455,892 $11.6 Billion
Q1 2024 Apr 24, 2024	BUY	$23.42 - $25.45 $174,174 - $189,271	7,437 Added 1.69%	447,324 $11.4 Billion
Q4 2023 Jan 18, 2024	BUY	$21.44 - $24.42 $93,135 - $106,080	4,344 Added 1.0%	439,887 $10.7 Billion
Q3 2023 Oct 19, 2023	BUY	$22.41 - $24.35 $326,715 - $354,998	14,579 Added 3.46%	435,543 $9.81 Billion
Q2 2023 Jul 26, 2023	BUY	$22.56 - $24.03 $94,142 - $100,277	4,173 Added 1.0%	420,964 $9.81 Billion
Q1 2023 Apr 28, 2023	BUY	$21.74 - $23.72 $9.06 Million - $9.89 Million	416,791 New	416,791 $9.61 Billion

Others Institutions Holding DFAX

# of Institutions

512

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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 Transaction History