55 North Private Wealth’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.6M	Sell	69,799 -1,934	-3%	-$72.5K	0.51%	27
2026 Q1	$2.55M	Sell	71,733 -8,965	-11%	-$326K	0.65%	24
2025 Q4	$2.78M	Buy	+80,698	New	+$2.69M	0.73%	23

Other funds holding DFIC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.14B AUM

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

55 North Private Wealth reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 2.7% in Q2 2026, selling an estimated $72.5K and leaving 69,799 shares worth $2.6M. The position accounts for 0.51% of the portfolio, ranked #27.

55 North Private Wealth first reported a position in DFIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.78M in Q4 2025. 634 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

55 North Private Wealth held 69,799 shares of Dimensional International Core Equity 2 ETF worth $2.6M as of Q2 2026.
55 North Private Wealth sold 1,934 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $72.5K.
Dimensional International Core Equity 2 ETF made up 0.51% of 55 North Private Wealth's portfolio in Q2 2026, its #27 holding.
55 North Private Wealth first reported a position in Dimensional International Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
55 North Private Wealth's Dimensional International Core Equity 2 ETF position peaked at $2.78M in Q4 2025.
634 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

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