Dimensional Etf Trust shares owned by North Ridge Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) 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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Quarterly reported holdings in Dimensional Etf Trust by North Ridge Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $577k | 14k | 40.95 |
| 2025-06-30 | $552k | 14k | 39.41 |
| 2025-03-31 | $586k | 17k | 34.89 |
| 2024-12-31 | $553k | 17k | 32.85 |
| 2024-09-30 | $574k | 16k | 35.74 |
| 2024-06-30 | $440k | 13k | 32.94 |
| 2024-03-31 | $470k | 14k | 33.67 |
| 2023-12-31 | $446k | 14k | 32.03 |
| 2023-09-30 | $535k | 19k | 28.71 |
| 2023-06-30 | $567k | 19k | 30.45 |
| 2023-03-31 | $326k | 11k | 30.05 |
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