55 North Private Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.44M	Buy	228,994 +31,572	+16%	+$1.16M	1.66%	10
2026 Q1	$6.71M	Sell	197,422 -20,885	-10%	-$727K	1.72%	8
2025 Q4	$7.15M	Buy	+218,307	New	+$6.96M	1.88%	7

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

55 North Private Wealth increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 16% in Q2 2026, buying an estimated $1.16M and bringing the position to 228,994 shares worth $8.44M. The position accounts for 1.66% of the portfolio, ranked #10.

55 North Private Wealth first reported a position in DFAX in Q4 2025 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

55 North Private Wealth held 228,994 shares of Dimensional World ex US Core Equity 2 ETF worth $8.44M as of Q2 2026.
55 North Private Wealth bought 31,572 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $1.16M.
Dimensional World ex US Core Equity 2 ETF made up 1.66% of 55 North Private Wealth's portfolio in Q2 2026, its #10 holding.
55 North Private Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
707 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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