CPIG
DFSI icon

Chicago Partners Investment Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Chicago Partners Investment Group’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Buy
28,279
+1,880
+7% +$84.5K 0.03% 540
2026
Q1 		$1.19M Buy
26,399
+776
+3% +$34.4K 0.03% 481
2025
Q4 		$1.15M Buy
25,623
+5,036
+24% +$210K 0.03% 426
2025
Q3 		$859K Buy
20,587
+554
+3% +$22.2K 0.02% 471
2025
Q2 		$807K Buy
20,033
+2
+0% +$74 0.02% 451
2025
Q1 		$744K Buy
20,031
+1,041
+5% +$36.1K 0.02% 422
2024
Q4 		$626K Buy
18,990
+566
+3% +$19.3K 0.02% 450
2024
Q3 		$633K Buy
18,424
+1,024
+6% +$35K 0.02% 431
2024
Q2 		$586K Buy
17,400
+3,748
+27% +$125K 0.02% 428
2024
Q1 		$447K Sell
13,652
-224
-2% -$7.24K 0.02% 477
2023
Q4 		$438K Buy
13,876
+1
+0% +$29 0.02% 459
2023
Q3 		$383K Buy
13,875
+222
+2% +$6.68K 0.02% 460
2023
Q2 		$415K Buy
+13,653
New +$416K 0.02% 462

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Chicago Partners Investment Group increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 7.1% in Q2 2026, buying an estimated $84.5K and bringing the position to 28,279 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #540.

Chicago Partners Investment Group first reported a position in DFSI in Q2 2023 and has held it in 13 quarters since. 239 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Chicago Partners Investment Group held 28,279 shares of Dimensional International Sustainability Core 1 ETF worth $1.27M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,880 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $84.5K.
  • Dimensional International Sustainability Core 1 ETF made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #540 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • 239 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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