CPIG
DFUS

Chicago Partners Investment Group’s Dimensional US Equity ETF DFUS Stock Holding History

Chicago Partners Investment Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.8M Buy
1,149,698
+43,837
+4% +$3.47M 1.86% 5
2026
Q1 		$85.8M Buy
1,105,861
+18,862
+2% +$1.4M 1.92% 4
2025
Q4 		$81.8M Sell
1,086,999
-2,189
-0.2% -$161K 2.01% 4
2025
Q3 		$81.3M Buy
1,089,188
+7,967
+0.7% +$555K 2.13% 4
2025
Q2 		$74.4M Buy
1,081,221
+27,741
+3% +$1.72M 2.15% 5
2025
Q1 		$64M Buy
1,053,480
+39,348
+4% +$2.51M 2.13% 4
2024
Q4 		$65.1M Buy
1,014,132
+16,131
+2% +$1.03M 2.17% 5
2024
Q3 		$62.5M Buy
998,001
+21,419
+2% +$1.28M 2.23% 5
2024
Q2 		$57.5M Buy
976,582
+157,688
+19% +$8.96M 2.22% 4
2024
Q1 		$45.1M Buy
818,894
+222,927
+37% +$12.1M 1.92% 8
2023
Q4 		$31.4M Buy
595,967
+13,040
+2% +$631K 1.45% 13
2023
Q3 		$26.6M Sell
582,927
-4,206
-0.7% -$203K 1.43% 13
2023
Q2 		$28.8M Sell
587,133
-4,607
-0.8% -$210K 1.5% 12
2023
Q1 		$26.5M Buy
591,740
+12,590
+2% +$547K 1.54% 12
2022
Q4 		$26.2M Buy
579,150
+32,286
+6% +$1.35M 1.6% 11
2022
Q3 		$22.6M Buy
546,864
+22,721
+4% +$977K 1.61% 13
2022
Q2 		$23.3M Buy
524,143
+53,943
+11% +$2.39M 1.69% 12
2022
Q1 		$19.9M Buy
470,200
+10,113
+2% +$489K 1.52% 13
2021
Q4 		$22M Buy
460,087
+8,799
+2% +$442K 1.56% 12
2021
Q3 		$23M Buy
451,288
+10,502
+2% +$508K 1.61% 11
2021
Q2 		$21.3M Buy
+440,786
New +$20.5M 1.58% 12

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Chicago Partners Investment Group increased its Dimensional US Equity ETF (DFUS) stake by 4% in Q2 2026, buying an estimated $3.47M and bringing the position to 1,149,698 shares worth $92.8M. The position accounts for 1.86% of the portfolio, ranked #5.

Chicago Partners Investment Group first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Chicago Partners Investment Group held 1,149,698 shares of Dimensional US Equity ETF worth $92.8M as of Q2 2026.
  • Chicago Partners Investment Group bought 43,837 Dimensional US Equity ETF shares in Q2 2026, an estimated $3.47M.
  • Dimensional US Equity ETF made up 1.86% of Chicago Partners Investment Group's portfolio in Q2 2026, its #5 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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