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DFSVDFSV
15 quarters

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

Cerity Partners LLC holds 4.5M shares of DFSV (DIMENSIONAL ETF TRUST), worth $173.4M as of 2026-Q2. The position was increased (+3.8% shares). DFSV represents 0.2% of Cerity Partners LLC's portfolio.

Current Value

$173.4M

Current Shares

4.5M

Total Value Change

+$171.2M

Total Shares Change

+4.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.5M
+3.8%
$173.4M0.2%$38.79
38
2026-Q1
Increased
4.3M
+13.2%
$150.9M0.2%$35.96
41
2025-Q4
Increased
3.8M
+10.1%
$125.2M0.2%$33.21
40
2025-Q3
Increased
3.5M
+13.9%
$110.1M0.2%$31.73
41
2025-Q2
Increased
3M
+225.3%
$89.3M0.2%$29.22
58
2025-Q1
Increased
933,182
+18.2%
$26.3M0.1%$27.76
34
2024-Q4
Increased
789,402
+19.1%
$24.3M0.1%$30.15
34
2024-Q3
Increased
662,806
+26.3%
$20.4M0.0%$30.08
35
2024-Q2
Increased
524,608
+14.0%
$15.1M0.0%$28.11
32
2024-Q1
Increased
460,268
+17.1%
$13.9M0.0%$29.28
33
2023-Q4
Increased
392,935
+41.8%
$11.4M0.0%$28.27
37
2023-Q3
Decreased
277,116
-0.7%
$7M0.0%$24.50
0
2023-Q2
Increased
279,067
+75.3%
$7.2M0.0%$24.70
41
2023-Q1
Increased
159,176
+8593.4%
$4M0.0%$23.51
43
2022-Q4
New
1,831
-
$2.2M0.0%$23.70
36

Other major holders of DFSV: Savant Capital, LLC, Corient Private Wealth LP

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