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
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
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RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM