CPIG
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Chicago Partners Investment Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Chicago Partners Investment Group’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61M Sell
47,311
-212
-0.4% -$11.1K 0.05% 282
2026
Q1 		$2.43M Buy
47,523
+165
+0.3% +$8.09K 0.05% 279
2025
Q4 		$2.3M Sell
47,358
-218
-0.5% -$9.89K 0.06% 264
2025
Q3 		$2.14M Sell
47,576
-4,035
-8% -$176K 0.06% 264
2025
Q2 		$2.24M Buy
51,611
+180
+0.3% +$7.23K 0.06% 238
2025
Q1 		$2.04M Buy
51,431
+153
+0.3% +$6.42K 0.07% 231
2024
Q4 		$2.11M Buy
51,278
+3,084
+6% +$131K 0.07% 222
2024
Q3 		$2.02M Sell
48,194
-10,874
-18% -$439K 0.07% 215
2024
Q2 		$2.44M Sell
59,068
-595
-1% -$23.5K 0.09% 190
2024
Q1 		$2.36M Sell
59,663
-979
-2% -$37.4K 0.1% 181
2023
Q4 		$2.24M Sell
60,642
-3,547
-6% -$122K 0.1% 179
2023
Q3 		$2.09M Buy
64,189
+5,953
+10% +$209K 0.11% 173
2023
Q2 		$2.08M Sell
58,236
-3,956
-6% -$132K 0.11% 179
2023
Q1 		$2.1M Buy
62,192
+247
+0.4% +$8.46K 0.12% 165
2022
Q4 		$2.21M Buy
61,945
+15,403
+33% +$512K 0.14% 150
2022
Q3 		$1.57M Buy
46,542
+1,027
+2% +$33.4K 0.11% 167
2022
Q2 		$1.52M Buy
+45,515
New +$1.51M 0.11% 169

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Chicago Partners Investment Group reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.45% in Q2 2026, selling an estimated $11.1K and leaving 47,311 shares worth $2.61M. The position accounts for 0.05% of the portfolio, ranked #282.

Chicago Partners Investment Group first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Chicago Partners Investment Group held 47,311 shares of Dimensional US Marketwide Value ETF worth $2.61M as of Q2 2026.
  • Chicago Partners Investment Group sold 212 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $11.1K.
  • Dimensional US Marketwide Value ETF made up 0.05% of Chicago Partners Investment Group's portfolio in Q2 2026, its #282 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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