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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
Q2 		$2.37M Buy
28,810
+4,239
+17% +$342K 0.05% 312
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

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Chicago Partners Investment Group increased its Dimensional World Equity ETF (DFAW) stake by 17% in Q2 2026, buying an estimated $342K and bringing the position to 28,810 shares worth $2.37M. The position accounts for 0.05% of the portfolio, ranked #312.

Chicago Partners Investment Group first reported a position in DFAW in Q1 2024 and has held it in 10 quarters since. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Chicago Partners Investment Group held 28,810 shares of Dimensional World Equity ETF worth $2.37M as of Q2 2026.
  • Chicago Partners Investment Group bought 4,239 Dimensional World Equity ETF shares in Q2 2026, an estimated $342K.
  • Dimensional World Equity ETF made up 0.05% of Chicago Partners Investment Group's portfolio in Q2 2026, its #312 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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