Cerity Partners
DFAT icon

Cerity Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cerity Partners’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.4M Buy
1,335,533
+209,854
+19% +$14M 0.11% 163
2026
Q1 		$70.3M Buy
1,125,679
+53,406
+5% +$3.39M 0.1% 182
2025
Q4 		$64.9M Buy
1,072,273
+9,980
+0.9% +$582K 0.09% 185
2025
Q3 		$61.5M Sell
1,062,293
-38,468
-3% -$2.19M 0.1% 183
2025
Q2 		$60M Buy
1,100,761
+410,267
+59% +$20.9M 0.11% 174
2025
Q1 		$35.6M Sell
690,494
-2,776
-0.4% -$153K 0.07% 229
2024
Q4 		$38.6M Sell
693,270
-14,467
-2% -$828K 0.08% 201
2024
Q3 		$39.4M Buy
707,737
+42,423
+6% +$2.29M 0.09% 204
2024
Q2 		$34.5M Buy
665,314
+148,493
+29% +$7.79M 0.09% 193
2024
Q1 		$28.1M Buy
516,821
+9,175
+2% +$472K 0.07% 236
2023
Q4 		$26.6M Buy
507,646
+6,048
+1% +$283K 0.09% 209
2023
Q3 		$22.9M Sell
501,598
-15,746
-3% -$748K 0.11% 174
2023
Q2 		$24M Sell
517,344
-8,209
-2% -$360K 0.09% 203
2023
Q1 		$1.42B Buy
525,553
+466,294
+787% +$21.6M 3.35% 8
2022
Q4 		$24.9M Sell
59,259
-502,965
-89% -$22.1M 0.16% 136
2022
Q3 		$21.9M Buy
562,224
+101,390
+22% +$4.32M 0.26% 79
2022
Q2 		$18.5M Buy
460,834
+14,736
+3% +$646K 0.2% 103
2022
Q1 		$2.63M Buy
446,098
+77,491
+21% +$3.61M 0.04% 280
2021
Q4 		$18K Buy
+368,607
New +$17.3M ﹤0.01% 1012

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's DFAT Position: Q2 2026 in Review

Cerity Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 19% in Q2 2026, buying an estimated $14M and bringing the position to 1,335,533 shares worth $93.4M. The position accounts for 0.11% of the portfolio, ranked #163.

Cerity Partners first reported a position in DFAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.42B in Q1 2023. 820 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Cerity Partners held 1,335,533 shares of Dimensional US Targeted Value ETF worth $93.4M as of Q2 2026.
  • Cerity Partners bought 209,854 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $14M.
  • Dimensional US Targeted Value ETF made up 0.11% of Cerity Partners's portfolio in Q2 2026, its #163 holding.
  • Cerity Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Cerity Partners's Dimensional US Targeted Value ETF position peaked at $1.42B in Q1 2023.
  • 820 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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