Cerity Partners
DFAS icon

Cerity Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cerity Partners’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58M Buy
704,902
+135,970
+24% +$10.5M 0.07% 229
2026
Q1 		$40.5M Buy
568,932
+21,363
+4% +$1.57M 0.06% 282
2025
Q4 		$38.1M Buy
547,569
+26,317
+5% +$1.81M 0.06% 280
2025
Q3 		$35.7M Sell
521,252
-28,613
-5% -$1.91M 0.06% 257
2025
Q2 		$35M Buy
549,865
+74,197
+16% +$4.45M 0.06% 249
2025
Q1 		$28.4M Buy
475,668
+26,433
+6% +$1.7M 0.06% 270
2024
Q4 		$29.2M Buy
449,235
+40,296
+10% +$2.7M 0.06% 244
2024
Q3 		$26.5M Buy
408,939
+102,003
+33% +$6.38M 0.06% 267
2024
Q2 		$18.4M Buy
306,936
+36,385
+13% +$2.19M 0.05% 292
2024
Q1 		$16.9M Buy
270,551
+79,893
+42% +$4.73M 0.04% 332
2023
Q4 		$11.4M Buy
190,658
+56,052
+42% +$3M 0.04% 349
2023
Q3 		$7.07M Sell
134,606
-9,311
-6% -$513K 0.03% 354
2023
Q2 		$7.89M Buy
143,917
+4,217
+3% +$220K 0.03% 391
2023
Q1 		$1.63B Buy
139,700
+37,716
+37% +$2.04M 3.85% 7
2022
Q4 		$6.84M Sell
101,984
-18,711
-16% -$963K 0.04% 311
2022
Q3 		$5.62M Buy
120,695
+40,691
+51% +$2.08M 0.07% 223
2022
Q2 		$3.84M Buy
80,004
+21,661
+37% +$1.12M 0.04% 293
2022
Q1 		$835K Buy
+58,343
New +$3.28M 0.01% 479

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Cerity Partners's DFAS Position: Q2 2026 in Review

Cerity Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 24% in Q2 2026, buying an estimated $10.5M and bringing the position to 704,902 shares worth $58M. The position accounts for 0.07% of the portfolio, ranked #229.

Cerity Partners first reported a position in DFAS in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.63B in Q1 2023. 876 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Cerity Partners held 704,902 shares of Dimensional US Small Cap ETF worth $58M as of Q2 2026.
  • Cerity Partners bought 135,970 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $10.5M.
  • Dimensional US Small Cap ETF made up 0.07% of Cerity Partners's portfolio in Q2 2026, its #229 holding.
  • Cerity Partners first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Cerity Partners's Dimensional US Small Cap ETF position peaked at $1.63B in Q1 2023.
  • 876 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.