North Ridge Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

North Ridge Wealth Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.03M	Hold	14,584	–	–	0.58%	22
2025 Q4	$1.08M	Sell	14,584 -250	-2%	-$18.4K	0.61%	21
2025 Q3	$1.07M	Buy	14,834 +290	+2%	+$20.2K	0.61%	22
2025 Q2	$975K	Hold	14,544	–	–	0.6%	22
2025 Q1	$880K	Sell	14,544 -78	-0.5%	-$4.98K	0.59%	23
2024 Q4	$932K	Hold	14,622	–	–	0.65%	23
2024 Q3	$909K	Hold	14,622	–	–	0.62%	23
2024 Q2	$861K	Hold	14,622	–	–	0.65%	22
2024 Q1	$833K	Hold	14,622	–	–	0.65%	22
2023 Q4	$758K	Sell	14,622 -148	-1%	-$7.16K	0.63%	24
2023 Q3	$688K	Hold	14,770	–	–	0.67%	25
2023 Q2	$711K	Hold	14,770	–	–	0.68%	25
2023 Q1	$656K	Buy	+14,770	New	+$641K	0.66%	26

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

North Ridge Wealth Advisors held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 14,584 shares worth $1.03M. The position accounts for 0.58% of the portfolio, ranked #22.

North Ridge Wealth Advisors first reported a position in DFUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

North Ridge Wealth Advisors held 14,584 shares of Dimensional US Equity ETF worth $1.03M as of Q1 2026.
North Ridge Wealth Advisors left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.58% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #22 holding.
North Ridge Wealth Advisors first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's Dimensional US Equity ETF position peaked at $1.08M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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