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Chicago Partners Investment Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Chicago Partners Investment Group’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.8M Buy
897,015
+34,144
+4% +$1.38M 0.84% 22
2025
Q4 		$35M Sell
862,871
-18,422
-2% -$719K 0.86% 21
2025
Q3 		$34.7M Sell
881,293
-42,083
-5% -$1.57M 0.91% 21
2025
Q2 		$34.1M Sell
923,376
-598
-0.1% -$19.9K 0.98% 21
2025
Q1 		$30.3M Sell
923,974
-28,342
-3% -$984K 1.01% 20
2024
Q4 		$33.2M Sell
952,316
-2,058
-0.2% -$72.5K 1.1% 21
2024
Q3 		$32.9M Sell
954,374
-18,026
-2% -$595K 1.17% 16
2024
Q2 		$32M Sell
972,400
-187,381
-16% -$5.91M 1.24% 15
2024
Q1 		$35.6M Sell
1,159,781
-393,198
-25% -$11.9M 1.52% 13
2023
Q4 		$45.6M Buy
1,552,979
+32,052
+2% +$867K 2.11% 7
2023
Q3 		$38.7M Buy
1,520,927
+248,065
+19% +$6.77M 2.09% 7
2023
Q2 		$35.4M Buy
1,272,862
+80,712
+7% +$2.08M 1.84% 9
2023
Q1 		$30.5M Buy
1,192,150
+154,652
+15% +$3.92M 1.78% 10
2022
Q4 		$27.5M Buy
1,037,498
+19,654
+2% +$478K 1.68% 10
2022
Q3 		$24.7M Buy
1,017,844
+424,417
+72% +$10.4M 1.76% 10
2022
Q2 		$15.1M Sell
593,427
-180,357
-23% -$4.57M 1.09% 18
2022
Q1 		$18.9M Sell
773,784
-13,151
-2% -$360K 1.44% 14
2021
Q4 		$21.3M Buy
786,935
+83,376
+12% +$2.35M 1.51% 13
2021
Q3 		$20.3M Sell
703,559
-483
-0.1% -$13.1K 1.42% 14
2021
Q2 		$19.1M Buy
+704,042
New +$18.7M 1.42% 14

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Chicago Partners Investment Group's DFAC Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4% in Q1 2026, buying an estimated $1.38M and bringing the position to 897,015 shares worth $37.8M. The position accounts for 0.84% of the portfolio, ranked #22.

Chicago Partners Investment Group first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $45.6M in Q4 2023. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Chicago Partners Investment Group held 897,015 shares of Dimensional US Core Equity 2 ETF worth $37.8M as of Q1 2026.
  • Chicago Partners Investment Group bought 34,144 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.38M.
  • Dimensional US Core Equity 2 ETF made up 0.84% of Chicago Partners Investment Group's portfolio in Q1 2026, its #22 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • Chicago Partners Investment Group's Dimensional US Core Equity 2 ETF position peaked at $45.6M in Q4 2023.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.