Chicago Partners Investment Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.1M	Buy	684,518 +3,073	+0.5%	+$238K	1.1%	14
2026 Q1	$52.5M	Buy	681,445 +13,845	+2%	+$1.02M	1.17%	13
2025 Q4	$49.7M	Buy	667,600 +15,157	+2%	+$1.04M	1.23%	14
2025 Q3	$45.1M	Buy	652,443 +30,463	+5%	+$2.03M	1.18%	14
2025 Q2	$41.4M	Buy	621,980 +15,577	+3%	+$934K	1.19%	14
2025 Q1	$35.9M	Buy	606,403 +41,823	+7%	+$2.69M	1.19%	14
2024 Q4	$36.9M	Buy	564,580 +26,534	+5%	+$1.77M	1.23%	14
2024 Q3	$34.6M	Buy	538,046 +31,299	+6%	+$1.96M	1.24%	15
2024 Q2	$32.9M	Buy	506,747 +43,969	+10%	+$2.65M	1.27%	14
2024 Q1	$27.5M	Buy	462,778 +53,862	+13%	+$3.19M	1.17%	16
2023 Q4	$23.8M	Buy	408,916 +23,302	+6%	+$1.25M	1.1%	17
2023 Q3	$19.1M	Buy	385,614 +21,315	+6%	+$1.17M	1.03%	17
2023 Q2	$20.7M	Buy	364,299 +38,466	+12%	+$2.01M	1.08%	16
2023 Q1	$17M	Buy	325,833 +59,688	+22%	+$3.23M	0.99%	17
2022 Q4	$15.3M	Buy	266,145 +43,346	+19%	+$2.23M	0.93%	22
2022 Q3	$11.6M	Buy	222,799 +29,294	+15%	+$1.5M	0.83%	27
2022 Q2	$10.3M	Buy	193,505 +27,593	+17%	+$1.43M	0.74%	28
2022 Q1	$8.36M	Buy	165,912 +17,083	+11%	+$962K	0.64%	36
2021 Q4	$8.25M	Buy	148,829 +3,827	+3%	+$231K	0.59%	38
2021 Q3	$9.22M	Buy	145,002 +6,486	+5%	+$374K	0.65%	36
2021 Q2	$7.9M	Buy	+138,516	New	+$8.06M	0.59%	39

Other funds holding DFAS

TWA

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

RFP

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

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

Chicago Partners Investment Group increased its Dimensional US Small Cap ETF (DFAS) stake by 0.45% in Q2 2026, buying an estimated $238K and bringing the position to 684,518 shares worth $55.1M. The position accounts for 1.1% of the portfolio, ranked #14.

Chicago Partners Investment Group first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Chicago Partners Investment Group held 684,518 shares of Dimensional US Small Cap ETF worth $55.1M as of Q2 2026.
Chicago Partners Investment Group bought 3,073 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $238K.
Dimensional US Small Cap ETF made up 1.1% of Chicago Partners Investment Group's portfolio in Q2 2026, its #14 holding.
Chicago Partners Investment Group first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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