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DFSEDFSE
5 quarters

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

Cerity Partners LLC holds 65,090 shares of DFSE (DIMENSIONAL ETF TRUST), worth $3.2M as of 2026-Q2. The position was increased (+132.1% shares). DFSE represents 0.0% of Cerity Partners LLC's portfolio.

Current Value

$3.2M

Current Shares

65,090

Total Value Change

+$2M

Total Shares Change

+35,312

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
65,090
+132.1%
$3.2M0.0%$48.88
43
2026-Q1
Decreased
28,041
-1.9%
$1.2M0.0%$43.60
0
2025-Q4
Decreased
28,584
-1.9%
$1.2M0.0%$41.59
0
2025-Q3
Decreased
29,140
-2.1%
$1.2M0.0%$40.60
0
2025-Q2
New
29,778
-
$1.2M0.0%$37.11
35

Other major holders of DFSE: Pathstone Holdings, LLC, Focus Partners Wealth

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