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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

RIM

RW Investment Management Eagle, Idaho $1.14B AUM

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

North Ridge Wealth Advisors reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 4.8% in Q1 2026, selling an estimated $492K and leaving 268,030 shares worth $9.52M. The position accounts for 5.36% of the portfolio, ranked #5.

North Ridge Wealth Advisors first reported a position in DFIC in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.7M in Q4 2025. 613 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

North Ridge Wealth Advisors held 268,030 shares of Dimensional International Core Equity 2 ETF worth $9.52M as of Q1 2026.
North Ridge Wealth Advisors sold 13,542 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $492K.
Dimensional International Core Equity 2 ETF made up 5.36% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #5 holding.
North Ridge Wealth Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's Dimensional International Core Equity 2 ETF position peaked at $9.7M in Q4 2025.
613 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

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