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Chicago Partners Investment Group’s Dimensional International Small Cap ETF DFIS Stock Holding History

Chicago Partners Investment Group’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$842K Sell
23,989
-5,715
-19% -$205K 0.02% 736
2026
Q1 		$1.06M Buy
29,704
+11
+0% +$383 0.02% 523
2025
Q4 		$1.05M Sell
29,693
-2,624
-8% -$83.6K 0.03% 456
2025
Q3 		$1.03M Buy
32,317
+40
+0.1% +$1.23K 0.03% 422
2025
Q2 		$994K Buy
32,277
+1,501
+5% +$41.5K 0.03% 397
2025
Q1 		$846K Buy
30,776
+15
+0% +$384 0.03% 392
2024
Q4 		$750K Buy
30,761
+8,819
+40% +$224K 0.02% 407
2024
Q3 		$561K Sell
21,942
-10,989
-33% -$282K 0.02% 459
2024
Q2 		$838K Sell
32,931
-101
-0.3% -$2.53K 0.03% 356
2024
Q1 		$810K Sell
33,032
-846
-2% -$20.3K 0.03% 348
2023
Q4 		$799K Buy
33,878
+148
+0.4% +$3.29K 0.04% 336
2023
Q3 		$702K Sell
33,730
-1,166
-3% -$26.8K 0.04% 335
2023
Q2 		$809K Buy
34,896
+5,420
+18% +$125K 0.04% 323
2023
Q1 		$689K Buy
29,476
+4,375
+17% +$100K 0.04% 321
2022
Q4 		$588K Buy
+25,101
New +$514K 0.04% 336

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Chicago Partners Investment Group reduced its Dimensional International Small Cap ETF (DFIS) stake by 19% in Q2 2026, selling an estimated $205K and leaving 23,989 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #736.

Chicago Partners Investment Group first reported a position in DFIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q1 2026. 362 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Chicago Partners Investment Group held 23,989 shares of Dimensional International Small Cap ETF worth $842K as of Q2 2026.
  • Chicago Partners Investment Group sold 5,715 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $205K.
  • Dimensional International Small Cap ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #736 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional International Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Chicago Partners Investment Group's Dimensional International Small Cap ETF position peaked at $1.06M in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

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