CPIG
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Chicago Partners Investment Group’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Chicago Partners Investment Group’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$379K Buy
8,115
+39
+0.5% +$1.86K 0.01% 1137
2026
Q1 		$382K Buy
8,076
+83
+1% +$3.65K 0.01% 1020
2025
Q4 		$353K Buy
7,993
+1,221
+18% +$50.5K 0.01% 945
2025
Q3 		$287K Hold
6,772
– – 0.01% 976
2025
Q2 		$266K Hold
6,772
– – 0.01% 905
2025
Q1 		$234K Buy
6,772
+373
+6% +$12.6K 0.01% 793
2024
Q4 		$211K Buy
6,399
+149
+2% +$5.13K 0.01% 801
2024
Q3 		$218K Buy
+6,250
New +$211K 0.01% 730

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Chicago Partners Investment Group increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.48% in Q2 2026, buying an estimated $1.86K and bringing the position to 8,115 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1137.

Chicago Partners Investment Group first reported a position in DFSE in Q3 2024 and has held it in 8 quarters since. The position peaked at $382K in Q1 2026. 185 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Chicago Partners Investment Group held 8,115 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $379K as of Q2 2026.
  • Chicago Partners Investment Group bought 39 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.86K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1137 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • Chicago Partners Investment Group's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $382K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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