Chicago Partners Investment Group’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Chicago Partners Investment Group’s Portfolio DFVX Stock Details DFVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.55M	Buy	104,531 +9,472	+10%	+$761K	0.17%	105
2026 Q1	$7.55M	Buy	95,059 +3,638	+4%	+$279K	0.17%	109
2025 Q4	$7.02M	Buy	91,421 +2,743	+3%	+$201K	0.17%	110
2025 Q3	$6.54M	Buy	88,678 +1,948	+2%	+$138K	0.17%	114
2025 Q2	$6.12M	Buy	86,730 +2,788	+3%	+$180K	0.18%	117
2025 Q1	$5.33M	Buy	83,942 +2,833	+3%	+$189K	0.18%	122
2024 Q4	$5.35M	Buy	81,109 +2,040	+3%	+$136K	0.18%	116
2024 Q3	$5.19M	Buy	79,069 +4,444	+6%	+$281K	0.18%	112
2024 Q2	$4.69M	Buy	74,625 +32,116	+76%	+$1.97M	0.18%	118
2024 Q1	$2.58M	Buy	+42,509	New	+$2.5M	0.11%	163

Other funds holding DFVX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

ELM

Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

USWIA

UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Chicago Partners Investment Group increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 10% in Q2 2026, buying an estimated $761K and bringing the position to 104,531 shares worth $8.55M. The position accounts for 0.17% of the portfolio, ranked #105.

Chicago Partners Investment Group first reported a position in DFVX in Q1 2024 and has held it in 10 quarters since. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

Chicago Partners Investment Group held 104,531 shares of Dimensional US Large Cap Vector ETF worth $8.55M as of Q2 2026.
Chicago Partners Investment Group bought 9,472 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $761K.
Dimensional US Large Cap Vector ETF made up 0.17% of Chicago Partners Investment Group's portfolio in Q2 2026, its #105 holding.
Chicago Partners Investment Group first reported a position in Dimensional US Large Cap Vector ETF in Q1 2024 and has held it in 10 quarters since.
51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

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