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Disclosery

Cerity Partners LLC: DFSV position timeline

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

Cerity Partners LLC held 4,476,495 DFSV 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 4,476,495 shares
    Change vs previous 13F +168,754 shares

    0.21% of the 13F portfolio, value $173,643,203.

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

    • Cerity Partners LLC: 4,469,361 shares
    • Cerity Partners Retirement Plan Advisors LLC: 7,134 shares

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

  2. period ended2026-03-31
    13F 4,307,741 shares
    Change vs previous 13F +500,863 shares

    0.21% of the 13F portfolio, value $150,943,197.

    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 3,806,878 shares
    Change vs previous 13F +348,687 shares

    0.18% of the 13F portfolio, value $125,208,240.

    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 3,458,191 shares
    Change vs previous 13F +422,917 shares

    0.18% of the 13F portfolio, value $110,108,826.

    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 3,035,274 shares
    Change vs previous 13F +2,102,092 shares

    0.16% of the 13F portfolio, value $89,328,116.

    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 933,182 shares
    Change vs previous 13F +143,780 shares

    0.05% of the 13F portfolio, value $26,269,085.

    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 789,402 shares
    Change vs previous 13F +126,596 shares

    0.05% of the 13F portfolio, value $24,297,781.

    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 662,806 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,414,407.

    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).