North Ridge Wealth Advisors, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 302,036 shares of DFIC stock, worth $9.25 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares

302,036

Previous 296,080 2.01%

Holding current value

$9.25 Million

Previous $7.65 Billion 9.61%

% of portfolio

5.6%

Previous 5.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$25.54 - $28.79 $152,116 - $171,473	5,956 Added 2.01%	302,036 $8.39 Billion
Q4 2024 May 09, 2025	SELL	$25.61 - $28.0 $105,103 - $114,912	-4,104 Reduced 1.37%	296,080 $7.65 Billion
Q3 2024 Oct 23, 2024	BUY	$25.36 - $28.37 $404,238 - $452,217	15,940 Added 5.61%	300,184 $8.45 Billion
Q2 2024 Jul 30, 2024	BUY	$25.73 - $27.44 $160,683 - $171,362	6,245 Added 2.25%	284,244 $7.47 Billion
Q1 2024 Apr 24, 2024	BUY	$24.62 - $26.83 $198,954 - $216,813	8,081 Added 2.99%	277,999 $7.44 Billion
Q4 2023 Jan 18, 2024	BUY	$22.18 - $25.58 $389,591 - $449,312	17,565 Added 6.96%	269,918 $6.89 Billion
Q3 2023 Oct 19, 2023	BUY	$23.25 - $25.17 $303,203 - $328,241	13,041 Added 5.45%	252,353 $5.89 Billion
Q2 2023 Jul 26, 2023	BUY	$23.45 - $24.88 $377,802 - $400,841	16,111 Added 7.22%	239,312 $5.81 Billion
Q1 2023 Apr 28, 2023	BUY	$22.5 - $24.64 $5.02 Million - $5.5 Million	223,201 New	223,201 $5.37 Billion

Others Institutions Holding DFIC

# of Institutions

471

Shares Held

279M

Call Options Held

6.6K

Put Options Held

3.9K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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