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Dimensional Etf Trust shares owned by North Ridge Wealth Advisors

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

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

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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
2024-06-30 $34M 1.0M 32.24
2024-03-31 $33M 1.0M 31.95
2023-12-31 $29M 982k 29.23
2023-09-30 $24M 933k 26.20
2023-06-30 $24M 886k 27.15
2023-03-31 $22M 874k 25.48

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)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Us Eqt Etf (AVUS)
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

Envestnet Asset Management
Mercer Global Advisors
Colony
Forum Financial Management
Buckingham Asset Management
LPL Financial
Buckingham Strategic Partners
Plan
Commonwealth Equity Services
Savant Capital Management
Rockwood Wealth Management
SJS Investment Consulting
Apella Capital
Sontag Advisory
Private Ocean

View all funds holding Dimensional Etf Trust