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DFATDFAT
19 quarters

Position history for Cerity Partners LLCCerity Partners LLC's holdings in DIMENSIONAL US TARGET VALUE

Cerity Partners LLC holds 1.3M shares of DFAT (DIMENSIONAL US TARGET VALUE), worth $93.4M as of 2026-Q2. The position was increased (+18.6% shares). DFAT represents 0.1% of Cerity Partners LLC's portfolio.

Current Value

$93.4M

Current Shares

1.3M

Total Value Change

+$93.3M

Total Shares Change

+966,926

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+18.6%
$93.4M0.1%$69.90
42
2026-Q1
Increased
1.1M
+5.0%
$70.3M0.1%$64.60
31
2025-Q4
Increased
1.1M
+0.9%
$64.9M0.1%$60.15
30
2025-Q3
Decreased
1.1M
-3.5%
$61.5M0.1%$57.96
0
2025-Q2
Increased
1.1M
+59.4%
$60M0.1%$53.50
51
2025-Q1
Decreased
690,494
-0.4%
$35.6M0.1%$50.77
0
2024-Q4
Decreased
693,270
-2.0%
$38.6M0.1%$54.59
0
2024-Q3
Increased
707,737
+6.4%
$39.4M0.1%$54.38
31
2024-Q2
Increased
665,314
+28.7%
$34.5M0.1%$50.66
36
2024-Q1
Increased
516,821
+1.8%
$28.1M0.1%$52.94
29
2023-Q4
Increased
507,646
+1.2%
$26.6M0.1%$50.80
29
2023-Q3
Decreased
501,598
-3.0%
$22.9M0.1%$44.18
0
2023-Q2
Decreased
517,344
-1.6%
$24M0.1%$44.52
0
2023-Q1
Increased
525,553
+786.9%
$1.4B3.4%$41.96
94
2022-Q4
Decreased
59,259
-89.5%
$24.9M0.2%$42.03
0
2022-Q3
Increased
562,224
+22.0%
$21.9M0.3%$37.39
41
2022-Q2
Increased
460,834
+3.3%
$18.5M0.2%$38.42
35
2022-Q1
Increased
446,098
+21.0%
$2.6M0.0%$44.69
31
2021-Q4
New
368,607
-
$18,0000.0%$44.71
26

Other major holders of DFAT: Focus Partners Wealth, Creative Planning

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