North Ridge Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Sell |
14,010
-2,785
| -17% | -$110K | 0.34% | 29 |
|
|
2025
Q1 | $586K | Sell |
16,795
-30
| -0.2% | -$1.05K | 0.39% | 24 |
|
|
2024
Q4 | $553K | Buy |
16,825
+753
| +5% | +$24.7K | 0.38% | 25 |
|
|
2024
Q3 | $574K | Buy |
16,072
+2,706
| +20% | +$96.7K | 0.39% | 28 |
|
|
2024
Q2 | $440K | Sell |
13,366
-589
| -4% | -$19.4K | 0.33% | 31 |
|
|
2024
Q1 | $470K | Buy |
13,955
+40
| +0.3% | +$1.35K | 0.36% | 31 |
|
|
2023
Q4 | $446K | Sell |
13,915
-4,728
| -25% | -$151K | 0.37% | 32 |
|
|
2023
Q3 | $535K | Buy |
18,643
+18
| +0.1% | +$517 | 0.52% | 29 |
|
|
2023
Q2 | $567K | Buy |
18,625
+7,776
| +72% | +$237K | 0.54% | 29 |
|
|
2023
Q1 | $326K | Buy |
+10,849
| New | +$326K | 0.33% | 32 |
|