Cerity Partners OCIO’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cerity Partners OCIO’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
2022 Q4	$202K	Buy	+6,037	New	+$201K	0.01%	411

Other funds holding DFUV

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RCG

Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

Cerity Partners OCIO's DFUV Position: Q4 2022 in Review

Cerity Partners OCIO opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q4 2022: 6,037 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings.

479 funds tracked by Wall St. Rank hold DFUV as of Q4 2022.

Cerity Partners OCIO held 6,037 shares of Dimensional US Marketwide Value ETF worth $202K as of Q4 2022.
Dimensional US Marketwide Value ETF was a new Cerity Partners OCIO position in Q4 2022.
Dimensional US Marketwide Value ETF made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #411 holding.
479 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.