CPIG
DFSI

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
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 $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return