North Ridge Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
11,204
-1,325
| -11% | -$50.4K | 0.26% | 35 |
|
|
2025
Q1 | $422K | Sell |
12,529
-524
| -4% | -$17.6K | 0.28% | 32 |
|
|
2024
Q4 | $432K | Buy |
13,053
+64
| +0.5% | +$2.12K | 0.3% | 31 |
|
|
2024
Q3 | $460K | Buy |
12,989
+1,414
| +12% | +$50.1K | 0.31% | 31 |
|
|
2024
Q2 | $387K | Buy |
11,575
+4
| +0% | +$134 | 0.29% | 35 |
|
|
2024
Q1 | $373K | Buy |
11,571
+277
| +2% | +$8.92K | 0.29% | 34 |
|
|
2023
Q4 | $357K | Sell |
11,294
-2,387
| -17% | -$75.5K | 0.3% | 35 |
|
|
2023
Q3 | $402K | Buy |
13,681
+7
| +0.1% | +$206 | 0.39% | 33 |
|
|
2023
Q2 | $416K | Buy |
13,674
+4,218
| +45% | +$128K | 0.4% | 33 |
|
|
2023
Q1 | $283K | Buy |
+9,456
| New | +$283K | 0.28% | 34 |
|