Cerity Partners
DFSV

Cerity Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Cerity Partners’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$151M Buy
4,307,741
+500,863
+13% +$17.7M 0.21% 97
2025
Q4 		$125M Buy
3,806,878
+348,687
+10% +$11.2M 0.18% 111
2025
Q3 		$110M Buy
3,458,191
+422,917
+14% +$13.2M 0.18% 115
2025
Q2 		$89.3M Buy
3,035,274
+2,102,092
+225% +$58.2M 0.16% 136
2025
Q1 		$26.3M Buy
933,182
+143,780
+18% +$4.35M 0.05% 285
2024
Q4 		$24.3M Buy
789,402
+126,596
+19% +$4.01M 0.05% 278
2024
Q3 		$20.4M Buy
662,806
+138,198
+26% +$4.14M 0.05% 313
2024
Q2 		$15.1M Buy
524,608
+64,340
+14% +$1.87M 0.04% 325
2024
Q1 		$13.9M Buy
460,268
+67,333
+17% +$1.92M 0.04% 375
2023
Q4 		$11.4M Buy
392,935
+115,819
+42% +$3.01M 0.04% 345
2023
Q3 		$7.02M Sell
277,116
-1,951
-0.7% -$51.5K 0.03% 356
2023
Q2 		$7.17M Buy
279,067
+119,891
+75% +$2.93M 0.03% 414
2023
Q1 		$3.97M Buy
159,176
+157,345
+8,593% +$4.12M 0.01% 540
2022
Q4 		$2.2M Buy
+1,831
New +$45.3K 0.01% 514

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Cerity Partners's DFSV Position: Q1 2026 in Review

Cerity Partners increased its Dimensional US Small Cap Value ETF (DFSV) stake by 13% in Q1 2026, buying an estimated $17.7M and bringing the position to 4,307,741 shares worth $151M. The position accounts for 0.21% of the portfolio, ranked #97.

Cerity Partners first reported a position in DFSV in Q4 2022 and has held it in 14 quarters since. 553 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Cerity Partners held 4,307,741 shares of Dimensional US Small Cap Value ETF worth $151M as of Q1 2026.
  • Cerity Partners bought 500,863 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $17.7M.
  • Dimensional US Small Cap Value ETF made up 0.21% of Cerity Partners's portfolio in Q1 2026, its #97 holding.
  • Cerity Partners first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 553 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.