Cerity Partners
DFAU icon

Cerity Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cerity Partners’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.68M Sell
148,605
-39,572
-21% -$1.98M 0.01% 891
2026
Q1 		$8.49M Buy
188,177
+27,826
+17% +$1.31M 0.01% 778
2025
Q4 		$7.5M Buy
160,351
+13,846
+9% +$642K 0.01% 768
2025
Q3 		$6.7M Sell
146,505
-22,075
-13% -$973K 0.01% 743
2025
Q2 		$7.14M Buy
168,580
+5,140
+3% +$201K 0.01% 664
2025
Q1 		$6.28M Sell
163,440
-53,271
-25% -$2.16M 0.01% 648
2024
Q4 		$8.77M Buy
216,711
+29,029
+15% +$1.19M 0.02% 528
2024
Q3 		$7.45M Sell
187,682
-1,851
-1% -$70.7K 0.02% 577
2024
Q2 		$7.11M Buy
189,533
+125,954
+198% +$4.58M 0.02% 517
2024
Q1 		$2.32M Sell
63,579
-14,784
-19% -$512K 0.01% 908
2023
Q4 		$2.61M Buy
78,363
+23,640
+43% +$734K 0.01% 690
2023
Q3 		$1.64M Buy
54,723
+31,083
+131% +$968K 0.01% 629
2023
Q2 		$733K Sell
23,640
-9,596
-29% -$281K ﹤0.01% 1028
2023
Q1 		$956K Buy
33,236
+9,596
+41% +$271K ﹤0.01% 995
2022
Q4 		$639K Buy
+23,640
New +$643K ﹤0.01% 840

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Cerity Partners's DFAU Position: Q2 2026 in Review

Cerity Partners reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 21% in Q2 2026, selling an estimated $1.98M and leaving 148,605 shares worth $7.68M. The position accounts for 0.01% of the portfolio, ranked #891.

Cerity Partners first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.77M in Q4 2024. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Cerity Partners held 148,605 shares of Dimensional US Core Equity Market ETF worth $7.68M as of Q2 2026.
  • Cerity Partners sold 39,572 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.98M.
  • Dimensional US Core Equity Market ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #891 holding.
  • Cerity Partners first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's Dimensional US Core Equity Market ETF position peaked at $8.77M in Q4 2024.
  • 603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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