North Ridge Wealth Advisors, Inc. DFIC Holdings History
North Ridge Wealth Advisors, Inc.'s Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, North Ridge Wealth Advisors, Inc. held 302,036.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $8.39 Mil. This investment constitutes 5.6% of their stock portfolio, and North Ridge Wealth Advisors, Inc. now holds 0.1% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2023Q1. And since then North Ridge Wealth Advisors, Inc. has made 7 purchases of DFIC, at an average price of $24.15, for a total of 306,140.00 shares. In addition, there have been 1 sales at an average price of $26.80 for 4,104.00 shares. Based on historical transaction data and DFIC's current price of $31.31, North Ridge Wealth Advisors, Inc.'s estimated gain on his DFIC holdings is $2.17 Mil, reflecting a 29.39% gain to date.
North Ridge Wealth Advisors, Inc. DFIC ($31.31) Holding Chart
North Ridge Wealth Advisors, Inc. DFIC ($31.31) 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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