Chicago Partners Investment Group’s Dimensional World Equity ETF DFAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.95M	Buy	24,571 +4,924	+25%	+$375K	0.04%	335
2025 Q4	$1.5M	Buy	19,647 +423	+2%	+$30.8K	0.04%	348
2025 Q3	$1.41M	Buy	19,224 +1,910	+11%	+$133K	0.04%	346
2025 Q2	$1.2M	Buy	17,314 +6,604	+62%	+$413K	0.03%	357
2025 Q1	$661K	Sell	10,710 -1,845	-15%	-$117K	0.02%	445
2024 Q4	$788K	Buy	12,555 +6,138	+96%	+$392K	0.03%	392
2024 Q3	$405K	Buy	6,417 +214	+3%	+$13.1K	0.01%	539
2024 Q2	$376K	Buy	6,203 +1,002	+19%	+$58.7K	0.01%	539
2024 Q1	$298K	Buy	+5,201	New	+$292K	0.01%	569

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return

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

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $224M AUM 18.8% 1-Year Est. Return