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

North Ridge Wealth Advisors, Inc.

$150 Billion
Q1 2025

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 498,986 shares of DFAX stock, worth $14.3 Million. This represents 8.73% of its overall portfolio holdings.

Number of Shares

498,986

Previous 471,969 5.72%

Holding current value

$14.3 Million

Previous $11.7 Billion 11.42%

% of portfolio

8.73%

Previous 8.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$24.45 - $27.2 $660,565 - $734,862	27,017 Added 5.72%	498,986 $13.1 Billion
Q4 2024 May 09, 2025	BUY	$24.76 - $27.04 $214,941 - $234,734	8,681 Added 1.87%	471,969 $11.7 Billion
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

607

Shares Held

248M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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