Cerity Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Cerity Partners’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.9M	Buy	718,664 +28,207	+4%	+$2.23M	0.07%	225
2026 Q1	$49M	Buy	690,457 +327,084	+90%	+$24.2M	0.07%	243
2025 Q4	$27M	Sell	363,373 -187,057	-34%	-$13.7M	0.04%	344
2025 Q3	$39.9M	Sell	550,430 -24,169	-4%	-$1.68M	0.06%	247
2025 Q2	$38.5M	Buy	574,599 +5,535	+1%	+$343K	0.07%	235
2025 Q1	$34.4M	Sell	569,064 -4,692	-0.8%	-$300K	0.07%	235
2024 Q4	$36.6M	Sell	573,756 -34,122	-6%	-$2.19M	0.08%	207
2024 Q3	$37.8M	Buy	607,878 +19,076	+3%	+$1.14M	0.08%	209
2024 Q2	$34.7M	Buy	588,802 +482,736	+455%	+$27.4M	0.09%	192
2024 Q1	$6.01M	Buy	106,066 +1,154	+1%	+$62.5K	0.02%	599
2023 Q4	$5.44M	Buy	104,912 +64,082	+157%	+$3.1M	0.02%	524
2023 Q3	$1.9M	Sell	40,830 -52,839	-56%	-$2.56M	0.01%	597
2023 Q2	$4.51M	Sell	93,669 -855	-0.9%	-$38.9K	0.02%	520
2023 Q1	$1.76B	Buy	94,524 +42,401	+81%	+$1.84M	4.16%	4
2022 Q4	$3.93M	Sell	52,123 -42,607	-45%	-$1.78M	0.03%	402
2022 Q3	$3.68M	Buy	94,730 +17,980	+23%	+$773K	0.04%	285
2022 Q2	$2.1M	Buy	76,750 +29,566	+63%	+$1.31M	0.02%	387
2022 Q1	$2.31M	Buy	+47,184	New	+$2.28M	0.04%	305

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Cerity Partners's DFUS Position: Q2 2026 in Review

Cerity Partners increased its Dimensional US Equity ETF (DFUS) stake by 4.1% in Q2 2026, buying an estimated $2.23M and bringing the position to 718,664 shares worth $58.9M. The position accounts for 0.07% of the portfolio, ranked #225.

Cerity Partners first reported a position in DFUS in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.76B in Q1 2023. 828 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Cerity Partners held 718,664 shares of Dimensional US Equity ETF worth $58.9M as of Q2 2026.
Cerity Partners bought 28,207 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.23M.
Dimensional US Equity ETF made up 0.07% of Cerity Partners's portfolio in Q2 2026, its #225 holding.
Cerity Partners first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 18 quarters since.
Cerity Partners's Dimensional US Equity ETF position peaked at $1.76B in Q1 2023.
828 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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