NRWA
DFSI

North Ridge Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

North Ridge Wealth Advisors’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$760K Buy
17,929
+240
+1% +$10.6K 0.43% 24
2025
Q4 		$758K Buy
17,689
+3,602
+26% +$150K 0.42% 24
2025
Q3 		$577K Buy
14,087
+77
+0.5% +$3.09K 0.33% 28
2025
Q2 		$552K Sell
14,010
-2,785
-17% -$103K 0.34% 29
2025
Q1 		$586K Sell
16,795
-30
-0.2% -$1.04K 0.39% 24
2024
Q4 		$553K Buy
16,825
+753
+5% +$25.6K 0.38% 25
2024
Q3 		$574K Buy
16,072
+2,706
+20% +$92.6K 0.39% 28
2024
Q2 		$440K Sell
13,366
-589
-4% -$19.6K 0.33% 31
2024
Q1 		$470K Buy
13,955
+40
+0.3% +$1.29K 0.36% 31
2023
Q4 		$446K Sell
13,915
-4,728
-25% -$139K 0.37% 32
2023
Q3 		$535K Buy
18,643
+18
+0.1% +$542 0.52% 29
2023
Q2 		$567K Buy
18,625
+7,776
+72% +$237K 0.54% 29
2023
Q1 		$326K Buy
+10,849
New +$320K 0.33% 32

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return