Cerity Partners LLC Dimensional ETF Tr U S Target Transaction History
Cerity Partners LLC
- $44.7 Billion
- Q3 2024
A detailed history of Cerity Partners LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cerity Partners LLC holds 707,737 shares of DFAT stock, worth $40.7 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
707,737
Previous 665,314
6.38%
Holding current value
$40.7 Million
Previous $34.5 Million
14.09%
% of portfolio
0.09%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$505 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$424 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio