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 $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

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

North Ridge Wealth Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 6.4% in Q1 2026, selling an estimated $406K and leaving 166,953 shares worth $5.77M. The position accounts for 3.25% of the portfolio, ranked #10.

North Ridge Wealth Advisors first reported a position in DFEM in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.9M in Q4 2025. 561 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

North Ridge Wealth Advisors held 166,953 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $5.77M as of Q1 2026.
North Ridge Wealth Advisors sold 11,430 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $406K.
Dimensional Emerging Markets Core Equity 2 ETF made up 3.25% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #10 holding.
North Ridge Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $5.9M in Q4 2025.
561 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

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