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North Ridge Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

North Ridge Wealth Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.5M Sell
1,093,766
-29,724
-3% -$1.2M 23.92% 1
2025
Q4 		$44.5M Buy
1,123,490
+36,408
+3% +$1.42M 24.9% 1
2025
Q3 		$41.9M Sell
1,087,082
-18,623
-2% -$695K 23.98% 1
2025
Q2 		$39.6M Buy
1,105,705
+13,261
+1% +$442K 24.34% 1
2025
Q1 		$36M Buy
1,092,444
+41,137
+4% +$1.43M 24.08% 1
2024
Q4 		$36.4M Sell
1,051,307
-22,195
-2% -$782K 25.17% 1
2024
Q3 		$36.8M Buy
1,073,502
+24,066
+2% +$795K 25.03% 1
2024
Q2 		$33.8M Buy
1,049,436
+22,160
+2% +$699K 25.7% 1
2024
Q1 		$32.8M Buy
1,027,276
+45,567
+5% +$1.38M 25.46% 1
2023
Q4 		$28.7M Buy
981,709
+48,851
+5% +$1.32M 23.88% 1
2023
Q3 		$24.4M Buy
932,858
+46,627
+5% +$1.27M 23.81% 1
2023
Q2 		$24.1M Buy
886,231
+11,801
+1% +$304K 22.99% 1
2023
Q1 		$22.3M Buy
+874,430
New +$22.2M 22.3% 1

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

North Ridge Wealth Advisors's DFAC Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.6% in Q1 2026, selling an estimated $1.2M and leaving 1,093,766 shares worth $42.5M. The position accounts for 23.92% of the portfolio, ranked #1.

North Ridge Wealth Advisors first reported a position in DFAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $44.5M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • North Ridge Wealth Advisors held 1,093,766 shares of Dimensional US Core Equity 2 ETF worth $42.5M as of Q1 2026.
  • North Ridge Wealth Advisors sold 29,724 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.2M.
  • Dimensional US Core Equity 2 ETF made up 23.92% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • North Ridge Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
  • North Ridge Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $44.5M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.