North Ridge Wealth Advisors, Inc. DFAC Holdings History
North Ridge Wealth Advisors, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, North Ridge Wealth Advisors, Inc. held 1.09 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $36.04 Mil. This investment constitutes 24.08% of their stock portfolio, and North Ridge Wealth Advisors, Inc. now holds 0.11% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q1. And since then North Ridge Wealth Advisors, Inc. has made 7 purchases of DFAC, at an average price of $26.29, for a total of 1.11 Mil shares. In addition, there have been 1 sales at an average price of $35.24 for 22,195.00 shares. Based on historical transaction data and DFAC's current price of $36.11, North Ridge Wealth Advisors, Inc.'s estimated gain on his DFAC holdings is $10.93 Mil, reflecting a 37.30% gain to date.
North Ridge Wealth Advisors, Inc. DFAC ($36.11) Holding Chart
North Ridge Wealth Advisors, Inc. DFAC ($36.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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