Cerity Partners
DFUV icon

Cerity Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cerity Partners’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$123M Buy
2,532,792
+56,421
+2% +$2.77M 0.17% 116
2025
Q4 		$115M Sell
2,476,371
-37,618
-1% -$1.71M 0.17% 121
2025
Q3 		$112M Sell
2,513,989
-116,837
-4% -$5.09M 0.18% 113
2025
Q2 		$111M Buy
2,630,826
+212,379
+9% +$8.53M 0.2% 108
2025
Q1 		$99.7M Sell
2,418,447
-67,923
-3% -$2.85M 0.2% 108
2024
Q4 		$102M Sell
2,486,370
-23,755
-0.9% -$1.01M 0.22% 94
2024
Q3 		$105M Buy
2,510,125
+74,115
+3% +$3M 0.23% 91
2024
Q2 		$95.7M Sell
2,436,010
-35,515
-1% -$1.41M 0.25% 82
2024
Q1 		$101M Buy
2,471,525
+37,767
+2% +$1.44M 0.27% 78
2023
Q4 		$90.6M Buy
2,433,758
+237,254
+11% +$8.17M 0.3% 76
2023
Q3 		$74.7M Sell
2,196,504
-134,863
-6% -$4.72M 0.36% 73
2023
Q2 		$80.4M Buy
2,331,367
+76,171
+3% +$2.54M 0.31% 71
2023
Q1 		$75.5M Buy
2,255,196
+2,172,973
+2,643% +$74.4M 0.18% 84
2022
Q4 		$79.1M Sell
82,223
-2,095,634
-96% -$69.6M 0.51% 43
2022
Q3 		$64.5M Buy
+2,177,857
New +$70.8M 0.78% 19

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners's DFUV Position: Q1 2026 in Review

Cerity Partners increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2.3% in Q1 2026, buying an estimated $2.77M and bringing the position to 2,532,792 shares worth $123M. The position accounts for 0.17% of the portfolio, ranked #116.

Cerity Partners first reported a position in DFUV in Q3 2022 and has held it in 15 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Cerity Partners held 2,532,792 shares of Dimensional US Marketwide Value ETF worth $123M as of Q1 2026.
  • Cerity Partners bought 56,421 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $2.77M.
  • Dimensional US Marketwide Value ETF made up 0.17% of Cerity Partners's portfolio in Q1 2026, its #116 holding.
  • Cerity Partners first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 15 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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