Chicago Partners Investment Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Chicago Partners Investment Group’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59M	Buy	41,726 +541	+1%	+$20.9K	0.03%	451
2026 Q1	$1.56M	Buy	41,185 +1,555	+4%	+$54.4K	0.03%	395
2025 Q4	$1.39M	Buy	39,630 +383	+1%	+$12.3K	0.03%	373
2025 Q3	$1.29M	Buy	39,247 +1,758	+5%	+$53K	0.03%	365
2025 Q2	$1.12M	Buy	37,489 +1,275	+4%	+$34.2K	0.03%	365
2025 Q1	$961K	Sell	36,214 -1,748	-5%	-$45.4K	0.03%	367
2024 Q4	$961K	Sell	37,962 -12,812	-25%	-$339K	0.03%	350
2024 Q3	$1.36M	Sell	50,774 -290	-0.6%	-$7.56K	0.05%	277
2024 Q2	$1.3M	Sell	51,064 -7,429	-13%	-$188K	0.05%	282
2024 Q1	$1.43M	Sell	58,493 -12,309	-17%	-$295K	0.06%	254
2023 Q4	$1.65M	Sell	70,802 -29,983	-30%	-$685K	0.08%	225
2023 Q3	$2.19M	Sell	100,785 -127,648	-56%	-$3.01M	0.12%	169
2023 Q2	$5.48M	Sell	228,433 -35,470	-13%	-$820K	0.28%	79
2023 Q1	$6.02M	Sell	263,903 -21,500	-8%	-$495K	0.35%	65
2022 Q4	$6.67M	Buy	285,403 +40,552	+17%	+$863K	0.41%	57
2022 Q3	$5.1M	Buy	244,851 +67,173	+38%	+$1.52M	0.36%	61
2022 Q2	$4.1M	Buy	177,678 +42,552	+31%	+$1.04M	0.3%	78
2022 Q1	$3.19M	Buy	135,126 +15,580	+13%	+$418K	0.24%	88
2021 Q4	$3.25M	Buy	119,546 +28,029	+31%	+$770K	0.23%	87
2021 Q3	$2.57M	Buy	91,517 +13,944	+18%	+$393K	0.18%	118
2021 Q2	$2.17M	Buy	77,573 +13,723	+21%	+$398K	0.16%	124
2021 Q1	$1.86M	Buy	63,850 +22,379	+54%	+$636K	0.15%	125
2020 Q4	$1.19M	Buy	+41,471	New	+$1.09M	0.11%	153

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TLFA

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Chicago Partners Investment Group's DFAE Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.3% in Q2 2026, buying an estimated $20.9K and bringing the position to 41,726 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #451.

Chicago Partners Investment Group first reported a position in DFAE in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.67M in Q4 2022. 376 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Chicago Partners Investment Group held 41,726 shares of Dimensional Emerging Core Equity Market ETF worth $1.59M as of Q2 2026.
Chicago Partners Investment Group bought 541 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $20.9K.
Dimensional Emerging Core Equity Market ETF made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #451 holding.
Chicago Partners Investment Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2020 and has held it in 23 quarters since.
Chicago Partners Investment Group's Dimensional Emerging Core Equity Market ETF position peaked at $6.67M in Q4 2022.
376 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.