CPIG
DFSU

Chicago Partners Investment Group’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Chicago Partners Investment Group’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.74M Buy
83,251
+1,628
+2% +$70.4K 0.08% 213
2025
Q4 		$3.6M Buy
81,623
+8,460
+12% +$363K 0.09% 196
2025
Q3 		$3.18M Sell
73,163
-37
-0.1% -$1.51K 0.08% 205
2025
Q2 		$2.97M Sell
73,200
-154
-0.2% -$5.62K 0.09% 201
2025
Q1 		$2.63M Sell
73,354
-1,209
-2% -$45.9K 0.09% 198
2024
Q4 		$2.84M Buy
74,563
+1,637
+2% +$62.7K 0.09% 181
2024
Q3 		$2.73M Buy
72,926
+1,702
+2% +$60.8K 0.1% 174
2024
Q2 		$2.52M Buy
71,224
+9,862
+16% +$334K 0.1% 183
2024
Q1 		$2.02M Buy
61,362
+9,792
+19% +$318K 0.09% 205
2023
Q4 		$1.63M Buy
51,570
+891
+2% +$25.7K 0.08% 227
2023
Q3 		$1.37M Sell
50,679
-1,559
-3% -$45.1K 0.07% 236
2023
Q2 		$1.54M Buy
+52,238
New +$1.41M 0.08% 227

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

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

Chicago Partners Investment Group increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2% in Q1 2026, buying an estimated $70.4K and bringing the position to 83,251 shares worth $3.74M. The position accounts for 0.08% of the portfolio, ranked #213.

Chicago Partners Investment Group first reported a position in DFSU in Q2 2023 and has held it in 12 quarters since. 256 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Chicago Partners Investment Group held 83,251 shares of Dimensional US Sustainability Core 1 ETF worth $3.74M as of Q1 2026.
  • Chicago Partners Investment Group bought 1,628 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $70.4K.
  • Dimensional US Sustainability Core 1 ETF made up 0.08% of Chicago Partners Investment Group's portfolio in Q1 2026, its #213 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 12 quarters since.
  • 256 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

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