North Ridge Wealth Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.52M	Sell	268,030 -13,542	-5%	-$492K	5.36%	5
2025 Q4	$9.7M	Buy	281,572 +924	+0.3%	+$30.8K	5.43%	5
2025 Q3	$9.2M	Sell	280,648 -913	-0.3%	-$29.1K	5.26%	5
2025 Q2	$8.75M	Sell	281,561 -20,475	-7%	-$600K	5.38%	5
2025 Q1	$8.39M	Buy	302,036 +5,956	+2%	+$163K	5.6%	5
2024 Q4	$7.65M	Sell	296,080 -4,104	-1%	-$110K	5.3%	5
2024 Q3	$8.45M	Buy	300,184 +15,940	+6%	+$432K	5.74%	5
2024 Q2	$7.47M	Buy	284,244 +6,245	+2%	+$166K	5.68%	5
2024 Q1	$7.44M	Buy	277,999 +8,081	+3%	+$207K	5.77%	5
2023 Q4	$6.89M	Buy	269,918 +17,565	+7%	+$418K	5.74%	5
2023 Q3	$5.89M	Buy	252,353 +13,041	+5%	+$317K	5.74%	5
2023 Q2	$5.81M	Buy	239,312 +16,111	+7%	+$392K	5.55%	6
2023 Q1	$5.37M	Buy	+223,201	New	+$5.3M	5.37%	6

Other funds holding DFIC

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Envestnet Asset Management

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.03B AUM

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return