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 Q3	$132M	Buy	3,292,649 +415,521	+14%	+$17.1M	0.15%	129
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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $1.53B AUM 18.82% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cerity Partners's DFLV Position: Q3 2026 in Review

Cerity Partners increased its Dimensional US Large Cap Value ETF (DFLV) stake by 14% in Q3 2026, buying an estimated $17.1M and bringing the position to 3,292,649 shares worth $132M. The position accounts for 0.15% of the portfolio, ranked #129.

Cerity Partners first reported a position in DFLV in Q2 2024 and has held it in 10 quarters since. 373 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Cerity Partners held 3,292,649 shares of Dimensional US Large Cap Value ETF worth $132M as of Q3 2026.
Cerity Partners bought 415,521 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $17.1M.
Dimensional US Large Cap Value ETF made up 0.15% of Cerity Partners's portfolio in Q3 2026, its #129 holding.
Cerity Partners first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
373 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.