North Ridge Wealth Advisors, Inc. DFAX Holdings History
North Ridge Wealth Advisors, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, North Ridge Wealth Advisors, Inc. held 498,986.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $13.07 Mil. This investment constitutes 8.73% of their stock portfolio, and North Ridge Wealth Advisors, Inc. now holds 0.17% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2023Q1. And since then North Ridge Wealth Advisors, Inc. has made 8 purchases of DFAX, at an average price of $23.17, for a total of 498,986.00 shares. Based on historical transaction data and DFAX's current price of $29.48, North Ridge Wealth Advisors, Inc.'s estimated gain on his DFAX holdings is $3.15 Mil, reflecting a 27.23% gain to date.
North Ridge Wealth Advisors, Inc. DFAX ($29.48) Holding Chart
North Ridge Wealth Advisors, Inc. DFAX ($29.48) 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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