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 $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 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 $34.3B AUM 27.35% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

North Ridge Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.4% in Q1 2026, buying an estimated $10.6K and bringing the position to 17,929 shares worth $760K. The position accounts for 0.43% of the portfolio, ranked #24.

North Ridge Wealth Advisors first reported a position in DFSI in Q1 2023 and has held it in 13 quarters since. 229 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • North Ridge Wealth Advisors held 17,929 shares of Dimensional International Sustainability Core 1 ETF worth $760K as of Q1 2026.
  • North Ridge Wealth Advisors bought 240 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $10.6K.
  • Dimensional International Sustainability Core 1 ETF made up 0.43% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • North Ridge Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • 229 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

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