55 North Private Wealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,231	Closed	-$305K	–	309
2026 Q1	$305K	Sell	7,231 -9,695	-57%	-$414K	0.08%	129
2025 Q4	$720K	Buy	+16,926	New	+$725K	0.19%	54

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

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

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

55 North Private Wealth sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2026, closing a stake of 7,231 shares — an estimated $305K sold.

55 North Private Wealth first reported a position in DFCF in Q4 2025 and held it in 2 quarters. The position peaked at $720K in Q4 2025. 506 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

55 North Private Wealth reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
55 North Private Wealth sold 7,231 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $305K.
55 North Private Wealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and held it in 2 quarters.
55 North Private Wealth's Dimensional Core Fixed Income ETF position peaked at $720K in Q4 2025.
506 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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