55 North Private Wealth Q2 2026 Portfolio Activity: Focus on Dimensional & BlackRock ETFs
This analysis details the significant share increases in Dimensional Fund Trust products, growth in BlackRock ETF holdings, and changes involving Vanguard funds by 55 North Private Wealth during the second quarter of 2026.
As of June 30th, 2026, 55 North Private Wealth's portfolio shows notable shifts in holdings compared to the previous quarter. The total portfolio value stands at $504,830,937.
The investor's strategy appears heavily focused on Exchange-Traded Funds (ETFs), particularly those from Dimensional Fund Trust and BlackRock ETF Trust II. Among these, DIMENSIONAL ETF TRUST (DFAU) remains the largest position at 18.28% of the portfolio, with a significant increase in shares (+6.95%) and value during Q2.
DIMENSIONAL ETF TRUST holdings collectively represent substantial weight within the portfolio. Other Dimensional funds showing notable increases include (DFNM), which saw a massive +78.36% share increase, and (DFAX) with an 15.99% rise.
BLACKROCK ETF TRUST II (BINC) also demonstrated strong growth, increasing its portfolio allocation by +22.47% in shares during the quarter.
In addition to expanding existing positions within Dimensional and BlackRock trusts, 55 North Private Wealth added new holdings like VANGUARD INDEX FDS (VUG), which now accounts for 1.48% of the portfolio despite being a relatively small position.
Conversely, there were exits from large-cap holdings such as VANGUARD ETFS. The investor reduced shares in (VUSB), though its overall portfolio weight still increased slightly to 6.34%, and exited positions in other Vanguard funds like VTIP.
Furthermore, the investor sold shares of SIGNIFICANT STOCKS. Notably, they decreased holdings in SPY (SPHQ) by -97% according to disclosed changes, indicating a major divestment from that ETF. Other significant sell-offs included large decreases in PWR.