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Dimensional Etf Trust shares owned by North Ridge Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by North Ridge Wealth Advisors from 13F filings

Historical chart of North Ridge Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by North Ridge Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $373k 12k 32.20
2023-12-31 $357k 11k 31.63
2023-09-30 $402k 14k 29.39
2023-06-30 $416k 14k 30.44
2023-03-31 $283k 9.5k 29.89

More positions owned by North Ridge Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)
Ishares Tr Intl Trea Bd Etf (IGOV)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for North Ridge Wealth Advisors

Top funds holding Dimensional Etf Trust

Quantum Financial Advisors
Awm Capital
Abacus Wealth Partners
Five Oceans Advisors
Forum Financial Management
Jane Street
Vista Wealth Management Group
Greenspring Advisors
AE Wealth Management
Retirement Solution
Wealth Enhancement Advisory Services
Savant Capital Management
Francis Financial
Heritage Financial Services
Asset Dedication

View all funds holding Dimensional Etf Trust