Cerity Partners
DFLV icon

Cerity Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Cerity Partners’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$114M Buy
2,877,128
+710,254
+33% +$27.2M 0.14% 139
2026
Q1 		$77.4M Buy
2,166,874
+406,269
+23% +$14.6M 0.11% 171
2025
Q4 		$60.2M Buy
1,760,605
+400,889
+29% +$13.4M 0.09% 200
2025
Q3 		$44.7M Buy
1,359,716
+390,323
+40% +$12.5M 0.07% 222
2025
Q2 		$30.1M Buy
969,393
+123,555
+15% +$3.66M 0.05% 279
2025
Q1 		$25.9M Buy
845,838
+273,152
+48% +$8.44M 0.05% 288
2024
Q4 		$17.2M Buy
572,686
+187,520
+49% +$5.87M 0.04% 347
2024
Q3 		$11.9M Buy
385,166
+218,844
+132% +$6.52M 0.03% 444
2024
Q2 		$4.81M Buy
+166,322
New +$4.84M 0.01% 619

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Cerity Partners's DFLV Position: Q2 2026 in Review

Cerity Partners increased its Dimensional US Large Cap Value ETF (DFLV) stake by 33% in Q2 2026, buying an estimated $27.2M and bringing the position to 2,877,128 shares worth $114M. The position accounts for 0.14% of the portfolio, ranked #139.

Cerity Partners first reported a position in DFLV in Q2 2024 and has held it in 9 quarters since. 379 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Cerity Partners held 2,877,128 shares of Dimensional US Large Cap Value ETF worth $114M as of Q2 2026.
  • Cerity Partners bought 710,254 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $27.2M.
  • Dimensional US Large Cap Value ETF made up 0.14% of Cerity Partners's portfolio in Q2 2026, its #139 holding.
  • Cerity Partners first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 379 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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