NRWA
DFEM icon

North Ridge Wealth Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

North Ridge Wealth Advisors’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.77M Sell
166,953
-11,430
-6% -$406K 3.25% 10
2025
Q4 		$5.9M Buy
178,383
+465
+0.3% +$15.2K 3.3% 10
2025
Q3 		$5.71M Buy
177,918
+2,657
+2% +$82K 3.26% 11
2025
Q2 		$5.2M Sell
175,261
-4,510
-3% -$124K 3.2% 11
2025
Q1 		$4.76M Buy
179,771
+6,025
+3% +$160K 3.18% 11
2024
Q4 		$4.55M Buy
173,746
+283
+0.2% +$7.69K 3.15% 11
2024
Q3 		$4.88M Buy
173,463
+13,736
+9% +$369K 3.32% 12
2024
Q2 		$4.27M Buy
159,727
+3,599
+2% +$94.3K 3.24% 11
2024
Q1 		$3.98M Buy
156,128
+11,027
+8% +$273K 3.09% 11
2023
Q4 		$3.62M Buy
145,101
+23,765
+20% +$562K 3.01% 11
2023
Q3 		$2.83M Buy
121,336
+3,941
+3% +$95.3K 2.76% 11
2023
Q2 		$2.82M Buy
117,395
+9,169
+8% +$218K 2.7% 11
2023
Q1 		$2.55M Buy
+108,226
New +$2.55M 2.55% 11

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return