Chicago Partners Investment Group LLC Dimensional ETF Tr Dimensional Transaction History

Chicago Partners Investment Group LLC

$3.63 Billion
Q4 2025

A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 554,711 shares of DFSV stock, worth $17.4 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

554,711

Previous 542,265 2.3%

Holding current value

$17.4 Million

Previous $17.3 Million 0.88%

% of portfolio

0.48%

Previous 0.49%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$30.55 - $32.35 $380,225 - $402,628	12,446 Added 2.3%	554,711 $17.4 Million
Q3 2025 Oct 29, 2025	BUY	$29.2 - $32.74 $850,333 - $953,421	29,121 Added 5.68%	542,265 $17.3 Million
Q2 2025 Jul 29, 2025	BUY	$24.21 - $29.47 $261,564 - $318,393	10,804 Added 2.15%	513,144 $15.1 Million
Q1 2025 May 09, 2025	SELL	$27.56 - $32.1 $113,051 - $131,674	-4,102 Reduced 0.81%	502,340 $14.1 Million
Q4 2024 Jan 23, 2025	BUY	$30.18 - $33.87 $447,267 - $501,953	14,820 Added 3.01%	506,442 $15.6 Million

Q3 2024 Oct 28, 2024	SELL	$28.25 - $31.7 $459,458 - $515,568	-16,264 Reduced 3.2%	491,622 $15.1 Million
Q2 2024 Jul 31, 2024	BUY	$27.81 - $30.13 $444,876 - $481,989	15,997 Added 3.25%	507,886 $14.6 Million
Q1 2024 Apr 25, 2024	SELL	$27.45 - $30.1 $42,904 - $47,046	-1,563 Reduced 0.32%	491,889 $14.8 Million
Q4 2023 Feb 23, 2024	BUY	$23.61 - $29.53 $1.47 Million - $1.84 Million	62,163 Added 14.41%	493,452 $14.4 Million
Q3 2023 Oct 26, 2023	BUY	$24.97 - $27.69 $1.54 Million - $1.71 Million	61,858 Added 16.74%	431,289 $10.9 Million
Q2 2023 Aug 07, 2023	BUY	$23.17 - $25.7 $1.69 Million - $1.87 Million	72,905 Added 24.59%	369,431 $9.49 Million
Q1 2023 Apr 26, 2023	BUY	$23.74 - $28.31 $2.82 Million - $3.36 Million	118,586 Added 66.64%	296,526 $7.39 Million
Q4 2022 Feb 09, 2023	BUY	$22.47 - $26.46 $1.14 Million - $1.34 Million	50,760 Added 39.91%	177,940 $4.41 Million
Q3 2022 Nov 09, 2022	BUY	$21.77 - $26.17 $711,051 - $854,764	32,662 Added 34.56%	127,180 $3.2 Million
Q2 2022 Aug 04, 2022	BUY	$22.18 - $26.16 $2.1 Million - $2.47 Million	94,518 New	94,518 $2.35 Million

Others Institutions Holding DFSV

# of Institutions

513

Shares Held

142M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
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Chicago Partners Investment Group LLC Dimensional ETF Tr Dimensional Transaction History