CPIG
DFSV

Chicago Partners Investment Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Chicago Partners Investment Group’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3M Buy
594,768
+22,228
+4% +$831K 0.47% 44
2026
Q1 		$21.3M Buy
572,540
+17,829
+3% +$630K 0.48% 48
2025
Q4 		$19.5M Buy
554,711
+12,446
+2% +$400K 0.48% 50
2025
Q3 		$17.3M Buy
542,265
+29,121
+6% +$910K 0.45% 52
2025
Q2 		$16M Buy
513,144
+10,804
+2% +$299K 0.46% 49
2025
Q1 		$13.6M Sell
502,340
-4,102
-0.8% -$124K 0.45% 51
2024
Q4 		$15.5M Buy
506,442
+14,820
+3% +$469K 0.52% 43
2024
Q3 		$15M Sell
491,622
-16,264
-3% -$487K 0.53% 43
2024
Q2 		$16M Buy
507,886
+15,997
+3% +$464K 0.62% 36
2024
Q1 		$14.2M Sell
491,889
-1,563
-0.3% -$44.6K 0.6% 36
2023
Q4 		$14M Buy
493,452
+62,163
+14% +$1.61M 0.65% 31
2023
Q3 		$10.3M Buy
431,289
+61,858
+17% +$1.63M 0.56% 41
2023
Q2 		$10.1M Buy
369,431
+72,905
+25% +$1.78M 0.53% 40
2023
Q1 		$7.31M Buy
296,526
+118,586
+67% +$3.11M 0.43% 57
2022
Q4 		$4.99M Buy
177,940
+50,760
+40% +$1.26M 0.31% 71
2022
Q3 		$3.2M Buy
127,180
+32,662
+35% +$782K 0.23% 97
2022
Q2 		$2.35M Buy
+94,518
New +$2.31M 0.17% 120

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Chicago Partners Investment Group increased its Dimensional US Small Cap Value ETF (DFSV) stake by 3.9% in Q2 2026, buying an estimated $831K and bringing the position to 594,768 shares worth $23.3M. The position accounts for 0.47% of the portfolio, ranked #44.

Chicago Partners Investment Group first reported a position in DFSV in Q2 2022 and has held it in 17 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Chicago Partners Investment Group held 594,768 shares of Dimensional US Small Cap Value ETF worth $23.3M as of Q2 2026.
  • Chicago Partners Investment Group bought 22,228 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $831K.
  • Dimensional US Small Cap Value ETF made up 0.47% of Chicago Partners Investment Group's portfolio in Q2 2026, its #44 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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