North Ridge Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

North Ridge Wealth Advisors’s Portfolio DFAX Stock Details DFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.6M	Sell	460,305 -35,425	-7%	-$1.23M	8.8%	2
2025 Q4	$16.2M	Buy	495,730 +18,564	+4%	+$592K	9.08%	2
2025 Q3	$15M	Sell	477,166 -14,077	-3%	-$427K	8.57%	2
2025 Q2	$14.4M	Sell	491,243 -7,743	-2%	-$213K	8.86%	2
2025 Q1	$13.1M	Buy	498,986 +27,017	+6%	+$701K	8.73%	2
2024 Q4	$11.7M	Buy	471,969 +8,681	+2%	+$225K	8.12%	2
2024 Q3	$12.5M	Buy	463,288 +7,396	+2%	+$192K	8.51%	2
2024 Q2	$11.6M	Buy	455,892 +8,568	+2%	+$219K	8.8%	2
2024 Q1	$11.4M	Buy	447,324 +7,437	+2%	+$182K	8.83%	2
2023 Q4	$10.7M	Buy	439,887 +4,344	+1%	+$99.3K	8.94%	2
2023 Q3	$9.81M	Buy	435,543 +14,579	+3%	+$341K	9.55%	2
2023 Q2	$9.81M	Buy	420,964 +4,173	+1%	+$97.2K	9.38%	2
2023 Q1	$9.61M	Buy	+416,791	New	+$9.52M	9.62%	2

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

North Ridge Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 7.1% in Q1 2026, selling an estimated $1.23M and leaving 460,305 shares worth $15.6M. The position accounts for 8.8% of the portfolio, ranked #2.

North Ridge Wealth Advisors first reported a position in DFAX in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.2M in Q4 2025. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

North Ridge Wealth Advisors held 460,305 shares of Dimensional World ex US Core Equity 2 ETF worth $15.6M as of Q1 2026.
North Ridge Wealth Advisors sold 35,425 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $1.23M.
Dimensional World ex US Core Equity 2 ETF made up 8.8% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #2 holding.
North Ridge Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $16.2M in Q4 2025.
694 funds tracked by Wall St. Rank held Dimensional World ex 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.