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 455,892 shares of DFAX stock, worth $11.9 Million. This represents 8.8% of its overall portfolio holdings.

Number of Shares
455,892
Previous 447,324 1.92%
Holding current value
$11.9 Million
Previous $11.4 Billion 1.84%
% of portfolio
8.8%
Previous 8.83%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track North Ridge Wealth Advisors, Inc. Portfolio

Follow North Ridge Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.