CPIG
DISV icon

Chicago Partners Investment Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Chicago Partners Investment Group’s Portfolio DISV Stock Details DISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.89M Buy
191,428
+12,577
+7% +$522K 0.16% 113
2026
Q1 		$7.35M Buy
178,851
+918
+0.5% +$37.1K 0.16% 112
2025
Q4 		$7.23M Buy
177,933
+452
+0.3% +$16.4K 0.18% 108
2025
Q3 		$6.39M Buy
177,481
+1,946
+1% +$66.7K 0.17% 119
2025
Q2 		$6.01M Buy
175,535
+3,399
+2% +$105K 0.17% 120
2025
Q1 		$5.26M Sell
172,136
-21,064
-11% -$593K 0.17% 123
2024
Q4 		$5.13M Sell
193,200
-16,494
-8% -$453K 0.17% 120
2024
Q3 		$5.8M Buy
209,694
+529
+0.3% +$14.8K 0.21% 101
2024
Q2 		$5.84M Buy
209,165
+10,588
+5% +$291K 0.23% 94
2024
Q1 		$5.35M Buy
198,577
+7,392
+4% +$190K 0.23% 97
2023
Q4 		$4.82M Buy
191,185
+17,265
+10% +$415K 0.22% 100
2023
Q3 		$3.95M Buy
173,920
+74,687
+75% +$1.82M 0.21% 101
2023
Q2 		$2.43M Buy
99,233
+19,464
+24% +$467K 0.13% 153
2023
Q1 		$1.95M Buy
79,769
+21,780
+38% +$517K 0.11% 175
2022
Q4 		$1.4M Buy
57,989
+7,475
+15% +$156K 0.09% 214
2022
Q3 		$1.03M Buy
+50,514
New +$1.06M 0.07% 235

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Chicago Partners Investment Group increased its Dimensional International Small Cap Value ETF (DISV) stake by 7% in Q2 2026, buying an estimated $522K and bringing the position to 191,428 shares worth $7.89M. The position accounts for 0.16% of the portfolio, ranked #113.

Chicago Partners Investment Group first reported a position in DISV in Q3 2022 and has held it in 16 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Chicago Partners Investment Group held 191,428 shares of Dimensional International Small Cap Value ETF worth $7.89M as of Q2 2026.
  • Chicago Partners Investment Group bought 12,577 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $522K.
  • Dimensional International Small Cap Value ETF made up 0.16% of Chicago Partners Investment Group's portfolio in Q2 2026, its #113 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

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