NRWA
DFSU

North Ridge Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

North Ridge Wealth Advisors’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.74M Buy
42,290
+1,724
+4% +$74.5K 0.98% 17
2025
Q4 		$1.76M Buy
40,566
+10,098
+33% +$433K 0.99% 18
2025
Q3 		$1.29M Buy
30,468
+926
+3% +$37.9K 0.74% 20
2025
Q2 		$1.16M Buy
29,542
+1,226
+4% +$44.7K 0.71% 20
2025
Q1 		$1.01M Sell
28,316
-106
-0.4% -$4.03K 0.68% 21
2024
Q4 		$1.08M Buy
28,422
+842
+3% +$32.3K 0.75% 20
2024
Q3 		$1.03M Buy
27,580
+13,687
+99% +$489K 0.7% 22
2024
Q2 		$484K Sell
13,893
-347
-2% -$11.8K 0.37% 30
2024
Q1 		$490K Sell
14,240
-148
-1% -$4.81K 0.38% 30
2023
Q4 		$448K Sell
14,388
-7,260
-34% -$209K 0.37% 30
2023
Q3 		$601K Buy
21,648
+4,398
+25% +$127K 0.59% 27
2023
Q2 		$495K Buy
17,250
+9,281
+116% +$251K 0.47% 30
2023
Q1 		$212K Buy
+7,969
New +$209K 0.21% 39

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

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

North Ridge Wealth Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 4.2% in Q1 2026, buying an estimated $74.5K and bringing the position to 42,290 shares worth $1.74M. The position accounts for 0.98% of the portfolio, ranked #17.

North Ridge Wealth Advisors first reported a position in DFSU in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.76M in Q4 2025. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • North Ridge Wealth Advisors held 42,290 shares of Dimensional US Sustainability Core 1 ETF worth $1.74M as of Q1 2026.
  • North Ridge Wealth Advisors bought 1,724 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $74.5K.
  • Dimensional US Sustainability Core 1 ETF made up 0.98% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • North Ridge Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • North Ridge Wealth Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $1.76M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

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