CPIG
DFSD

Chicago Partners Investment Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Chicago Partners Investment Group’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.48M Buy
176,834
+9,503
+6% +$457K 0.19% 99
2025
Q4 		$8.04M Buy
167,331
+5,182
+3% +$250K 0.2% 98
2025
Q3 		$7.84M Buy
162,149
+5,872
+4% +$283K 0.21% 94
2025
Q2 		$7.49M Buy
156,277
+7,651
+5% +$364K 0.22% 93
2025
Q1 		$7.08M Buy
148,626
+13,014
+10% +$614K 0.24% 91
2024
Q4 		$6.36M Buy
135,612
+7,931
+6% +$375K 0.21% 96
2024
Q3 		$6.04M Buy
127,681
+4,351
+4% +$206K 0.22% 97
2024
Q2 		$5.82M Buy
123,330
+23,137
+23% +$1.09M 0.23% 95
2024
Q1 		$4.69M Buy
100,193
+17,688
+21% +$831K 0.2% 111
2023
Q4 		$3.87M Buy
82,505
+22,855
+38% +$1.06M 0.18% 120
2023
Q3 		$2.77M Sell
59,650
-139,884
-70% -$6.5M 0.15% 133
2023
Q2 		$9.28M Sell
199,534
-141,019
-41% -$6.57M 0.48% 47
2023
Q1 		$15.9M Sell
340,553
-189,017
-36% -$8.78M 0.93% 20
2022
Q4 		$24.6M Buy
529,570
+26,782
+5% +$1.23M 1.51% 13
2022
Q3 		$22.9M Buy
502,788
+172,596
+52% +$8.08M 1.63% 12
2022
Q2 		$15.7M Sell
330,192
-152,036
-32% -$7.18M 1.14% 17
2022
Q1 		$22.8M Buy
482,228
+23,319
+5% +$1.14M 1.74% 11
2021
Q4 		$22.4M Buy
+458,909
New +$23M 1.59% 11

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Chicago Partners Investment Group's DFSD Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.7% in Q1 2026, buying an estimated $457K and bringing the position to 176,834 shares worth $8.48M. The position accounts for 0.19% of the portfolio, ranked #99.

Chicago Partners Investment Group first reported a position in DFSD in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.6M in Q4 2022. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Chicago Partners Investment Group held 176,834 shares of Dimensional Short-Duration Fixed Income ETF worth $8.48M as of Q1 2026.
  • Chicago Partners Investment Group bought 9,503 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $457K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.19% of Chicago Partners Investment Group's portfolio in Q1 2026, its #99 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 18 quarters since.
  • Chicago Partners Investment Group's Dimensional Short-Duration Fixed Income ETF position peaked at $24.6M in Q4 2022.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.