55 North Private Wealth’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

55 North Private Wealth’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.8M	Sell	69,754 -4,628	-6%	-$179K	0.55%	25
2026 Q1	$2.52M	Sell	74,382 -1,388	-2%	-$48.5K	0.64%	25
2025 Q4	$2.47M	Buy	+75,770	New	+$2.44M	0.65%	24

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

55 North Private Wealth's DFAE Position: Q2 2026 in Review

55 North Private Wealth reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 6.2% in Q2 2026, selling an estimated $179K and leaving 69,754 shares worth $2.8M. The position accounts for 0.55% of the portfolio, ranked #25.

55 North Private Wealth first reported a position in DFAE in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

55 North Private Wealth held 69,754 shares of Dimensional Emerging Core Equity Market ETF worth $2.8M as of Q2 2026.
55 North Private Wealth sold 4,628 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $179K.
Dimensional Emerging Core Equity Market ETF made up 0.55% of 55 North Private Wealth's portfolio in Q2 2026, its #25 holding.
55 North Private Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
712 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.