Cerity Partners
DFIV icon

Cerity Partners’s Dimensional International Value ETF DFIV Stock Holding History

Cerity Partners’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$196M Buy
3,631,961
+419,254
+13% +$23M 0.24% 89
2026
Q1 		$170M Buy
3,212,707
+135,223
+4% +$7.17M 0.24% 84
2025
Q4 		$154M Buy
3,077,484
+123,666
+4% +$5.88M 0.22% 89
2025
Q3 		$136M Buy
2,953,818
+187,126
+7% +$8.37M 0.22% 95
2025
Q2 		$118M Buy
2,766,692
+109,145
+4% +$4.45M 0.21% 98
2025
Q1 		$105M Buy
2,657,547
+93,620
+4% +$3.57M 0.21% 101
2024
Q4 		$91M Buy
2,563,927
+89,408
+4% +$3.28M 0.2% 104
2024
Q3 		$94.2M Buy
2,474,519
+195,233
+9% +$7.22M 0.21% 101
2024
Q2 		$81.9M Buy
2,279,286
+322,624
+16% +$11.9M 0.22% 102
2024
Q1 		$71.9M Buy
1,956,662
+32,302
+2% +$1.12M 0.19% 119
2023
Q4 		$66.1M Buy
1,924,360
+42,796
+2% +$1.4M 0.22% 110
2023
Q3 		$61.4M Sell
1,881,564
-20,566
-1% -$685K 0.3% 90
2023
Q2 		$62.5M Buy
1,902,130
+25,405
+1% +$834K 0.24% 95
2023
Q1 		$60.5M Buy
1,876,725
+1,865,805
+17,086% +$60.2M 0.14% 111
2022
Q4 		$58.5M Sell
10,920
-1,769,596
-99% -$51.4M 0.37% 65
2022
Q3 		$45.9M Buy
+1,780,516
New +$50.9M 0.55% 31

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cerity Partners's DFIV Position: Q2 2026 in Review

Cerity Partners increased its Dimensional International Value ETF (DFIV) stake by 13% in Q2 2026, buying an estimated $23M and bringing the position to 3,631,961 shares worth $196M. The position accounts for 0.24% of the portfolio, ranked #89.

Cerity Partners first reported a position in DFIV in Q3 2022 and has held it in 16 quarters since. 841 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Cerity Partners held 3,631,961 shares of Dimensional International Value ETF worth $196M as of Q2 2026.
  • Cerity Partners bought 419,254 Dimensional International Value ETF shares in Q2 2026, an estimated $23M.
  • Dimensional International Value ETF made up 0.24% of Cerity Partners's portfolio in Q2 2026, its #89 holding.
  • Cerity Partners first reported a position in Dimensional International Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 841 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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