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 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

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

Elite Life Management Sarasota, Florida $79.9M AUM 23.03% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return