CPIG
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Chicago Partners Investment Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Chicago Partners Investment Group’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5M Buy
471,187
+40,563
+9% +$1.71M 0.39% 55
2026
Q1 		$18.3M Buy
430,624
+20,218
+5% +$863K 0.41% 54
2025
Q4 		$17.5M Buy
410,406
+27,659
+7% +$1.18M 0.43% 54
2025
Q3 		$16.5M Buy
382,747
+4,864
+1% +$206K 0.43% 54
2025
Q2 		$15.8M Buy
377,883
+19,042
+5% +$794K 0.46% 50
2025
Q1 		$15M Buy
358,841
+33,496
+10% +$1.4M 0.5% 45
2024
Q4 		$13.4M Buy
325,345
+10,245
+3% +$431K 0.44% 50
2024
Q3 		$13.3M Buy
315,100
+11,551
+4% +$492K 0.47% 49
2024
Q2 		$12.8M Buy
303,549
+119,346
+65% +$4.95M 0.49% 48
2024
Q1 		$7.56M Buy
184,203
+14,918
+9% +$626K 0.32% 73
2023
Q4 		$7.09M Sell
169,285
-2,557
-1% -$105K 0.33% 71
2023
Q3 		$6.85M Sell
171,842
-36,769
-18% -$1.52M 0.37% 65
2023
Q2 		$8.62M Buy
208,611
+15,960
+8% +$674K 0.45% 52
2023
Q1 		$8.16M Buy
192,651
+18,006
+10% +$761K 0.48% 48
2022
Q4 		$7.42M Buy
174,645
+8,337
+5% +$345K 0.45% 51
2022
Q3 		$6.7M Buy
+166,308
New +$7.22M 0.48% 51
2022
Q2 		– Sell
-164,790
Closed -$7.3M – 598
2022
Q1 		$7.3M Buy
164,790
+14,155
+9% +$679K 0.56% 42
2021
Q4 		$7.19M Buy
+150,635
New +$7.56M 0.51% 48

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Chicago Partners Investment Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 9.4% in Q2 2026, buying an estimated $1.71M and bringing the position to 471,187 shares worth $19.5M. The position accounts for 0.39% of the portfolio, ranked #55.

Chicago Partners Investment Group first reported a position in DFCF in Q4 2021 and has held it in 18 quarters since. 263 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Chicago Partners Investment Group held 471,187 shares of Dimensional Core Fixed Income ETF worth $19.5M as of Q2 2026.
  • Chicago Partners Investment Group bought 40,563 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.71M.
  • Dimensional Core Fixed Income ETF made up 0.39% of Chicago Partners Investment Group's portfolio in Q2 2026, its #55 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 18 quarters since.
  • 263 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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