55 North Private Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

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

55 North Private Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 22% in Q2 2026, buying an estimated $9.31M and bringing the position to 1,073,749 shares worth $51.3M. The position accounts for 10.09% of the portfolio, ranked #2.

55 North Private Wealth first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

• 55 North Private Wealth held 1,073,749 shares of Dimensional Short-Duration Fixed Income ETF worth $51.3M as of Q2 2026.
• 55 North Private Wealth bought 194,420 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $9.31M.
• Dimensional Short-Duration Fixed Income ETF made up 10.09% of 55 North Private Wealth's portfolio in Q2 2026, its #2 holding.
• 55 North Private Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
• 448 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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