North Ridge Wealth Advisors, Inc. DFEM Holdings History
North Ridge Wealth Advisors, Inc.'s Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, North Ridge Wealth Advisors, Inc. held 179,771.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $4.76 Mil. This investment constitutes 3.18% of their stock portfolio, and North Ridge Wealth Advisors, Inc. now holds 0.1% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2023Q1. And since then North Ridge Wealth Advisors, Inc. has made 8 purchases of DFEM, at an average price of $24.10, for a total of 179,771.00 shares. Based on historical transaction data and DFEM's current price of $30.44, North Ridge Wealth Advisors, Inc.'s estimated gain on his DFEM holdings is $1.14 Mil, reflecting a 26.28% gain to date.
North Ridge Wealth Advisors, Inc. DFEM ($30.44) Holding Chart
North Ridge Wealth Advisors, Inc. DFEM ($30.44) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
