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Position history for Cerity Partners LLCCerity Partners LLC's holdings in DIMENSIONAL ETF TRUST

Cerity Partners LLC holds 1.3M shares of DFIS (DIMENSIONAL ETF TRUST), worth $44.4M as of 2026-Q2. The position was increased (+84.2% shares). DFIS represents 0.1% of Cerity Partners LLC's portfolio.

Current Value

$44.4M

Current Shares

1.3M

Total Value Change

+$33M

Total Shares Change

+840,770

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+84.2%
$44.4M0.1%$35.03
45
2026-Q1
Increased
688,365
+7.9%
$23.2M0.0%$35.29
31
2025-Q4
Increased
638,091
+6.0%
$21M0.0%$33.07
30
2025-Q3
Increased
602,113
+14.3%
$19M0.0%$31.42
32
2025-Q2
Increased
526,925
+7.8%
$15.7M0.0%$29.47
30
2025-Q1
Increased
488,856
+7.3%
$12.6M0.0%$25.59
30
2024-Q4
Increased
455,782
+6.7%
$11.2M0.0%$23.92
30
2024-Q3
Increased
427,338
+16.7%
$11.5M0.0%$25.96
32

Other major holders of DFIS: JONES FINANCIAL COMPANIES LLLP

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