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Chicago Partners Investment Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Chicago Partners Investment Group’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3M Sell
201,280
-2,184
-1% -$109K 0.21% 87
2026
Q1 		$10M Buy
203,464
+1,164
+0.6% +$54.7K 0.22% 86
2025
Q4 		$9.63M Buy
202,300
+545
+0.3% +$25.3K 0.24% 79
2025
Q3 		$9.48M Buy
201,755
+1,206
+0.6% +$53.1K 0.25% 76
2025
Q2 		$8.74M Sell
200,549
-444
-0.2% -$17.4K 0.25% 81
2025
Q1 		$7.73M Buy
200,993
+2,565
+1% +$104K 0.26% 80
2024
Q4 		$8.09M Sell
198,428
-109,368
-36% -$4.47M 0.27% 78
2024
Q3 		$12.3M Sell
307,796
-8,682
-3% -$332K 0.44% 50
2024
Q2 		$11.9M Sell
316,478
-4,293
-1% -$156K 0.46% 51
2024
Q1 		$11.3M Buy
320,771
+5,346
+2% +$185K 0.48% 49
2023
Q4 		$10.6M Sell
315,425
-1,443
-0.5% -$44.8K 0.49% 47
2023
Q3 		$9.27M Buy
316,868
+6,440
+2% +$201K 0.5% 47
2023
Q2 		$9.81M Buy
310,428
+6,951
+2% +$204K 0.51% 42
2023
Q1 		$8.77M Buy
303,477
+40,289
+15% +$1.14M 0.51% 42
2022
Q4 		$7.77M Sell
263,188
-1,388
-0.5% -$37.7K 0.48% 48
2022
Q3 		$7.13M Buy
264,576
+24,407
+10% +$680K 0.51% 45
2022
Q2 		$6.93M Buy
240,169
+17,024
+8% +$489K 0.5% 48
2022
Q1 		$6.14M Buy
223,145
+10,711
+5% +$333K 0.47% 50
2021
Q4 		$6.52M Buy
212,434
+7,848
+4% +$252K 0.46% 54
2021
Q3 		$6.67M Buy
204,586
+10,810
+6% +$334K 0.47% 49
2021
Q2 		$5.97M Buy
193,776
+3,894
+2% +$115K 0.44% 52
2021
Q1 		$5.63M Buy
189,882
+21,278
+13% +$583K 0.46% 53
2020
Q4 		$4.58M Buy
+168,604
New +$4.32M 0.43% 51

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Chicago Partners Investment Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.1% in Q2 2026, selling an estimated $109K and leaving 201,280 shares worth $10.3M. The position accounts for 0.21% of the portfolio, ranked #87.

Chicago Partners Investment Group first reported a position in DFAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.3M in Q3 2024. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Chicago Partners Investment Group held 201,280 shares of Dimensional US Core Equity Market ETF worth $10.3M as of Q2 2026.
  • Chicago Partners Investment Group sold 2,184 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $109K.
  • Dimensional US Core Equity Market ETF made up 0.21% of Chicago Partners Investment Group's portfolio in Q2 2026, its #87 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Chicago Partners Investment Group's Dimensional US Core Equity Market ETF position peaked at $12.3M in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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