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Disclosery

Cerity Partners LLC: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on DFAU, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 148,605 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,605 shares
    Change vs previous 13F -39,572 shares

    0.01% of the 13F portfolio, value $7,681,672.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 188,177 shares
    Change vs previous 13F +27,826 shares

    0.01% of the 13F portfolio, value $8,490,899.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 160,351 shares
    Change vs previous 13F +13,846 shares

    0.01% of the 13F portfolio, value $7,504,450.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 146,505 shares
    Change vs previous 13F -22,075 shares

    0.01% of the 13F portfolio, value $6,704,093.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 168,580 shares
    Change vs previous 13F +5,140 shares

    0.01% of the 13F portfolio, value $7,141,057.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 163,440 shares
    Change vs previous 13F -53,271 shares

    0.01% of the 13F portfolio, value $6,282,634.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 216,711 shares
    Change vs previous 13F +29,029 shares

    0.02% of the 13F portfolio, value $8,774,630.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 187,682 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,449,079.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).