NRWA
DFSE

North Ridge Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

North Ridge Wealth Advisors’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$553K Sell
13,057
-129
-1% -$5.67K 0.31% 31
2025
Q4 		$547K Buy
13,186
+1,720
+15% +$71.1K 0.31% 30
2025
Q3 		$471K Buy
11,466
+262
+2% +$10.3K 0.27% 33
2025
Q2 		$426K Sell
11,204
-1,325
-11% -$46.4K 0.26% 35
2025
Q1 		$422K Sell
12,529
-524
-4% -$17.8K 0.28% 32
2024
Q4 		$432K Buy
13,053
+64
+0.5% +$2.2K 0.3% 31
2024
Q3 		$460K Buy
12,989
+1,414
+12% +$47.8K 0.31% 31
2024
Q2 		$387K Buy
11,575
+4
+0% +$132 0.29% 35
2024
Q1 		$373K Buy
11,571
+277
+2% +$8.66K 0.29% 34
2023
Q4 		$357K Sell
11,294
-2,387
-17% -$71.4K 0.3% 35
2023
Q3 		$402K Buy
13,681
+7
+0.1% +$215 0.39% 33
2023
Q2 		$416K Buy
13,674
+4,218
+45% +$126K 0.4% 33
2023
Q1 		$283K Buy
+9,456
New +$280K 0.28% 34

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

North Ridge Wealth Advisors reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.98% in Q1 2026, selling an estimated $5.67K and leaving 13,057 shares worth $553K. The position accounts for 0.31% of the portfolio, ranked #31.

North Ridge Wealth Advisors first reported a position in DFSE in Q1 2023 and has held it in 13 quarters since. 176 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • North Ridge Wealth Advisors held 13,057 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $553K as of Q1 2026.
  • North Ridge Wealth Advisors sold 129 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $5.67K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.31% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • North Ridge Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • 176 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

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