Cerity Partners LLC Dimensional ETF Tr U S Target Transaction History
Cerity Partners LLC
- $45.5 Billion
- Q4 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 693,270 shares of DFAT stock, worth $38.3 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
693,270
Previous 707,737
2.04%
Holding current value
$38.3 Million
Previous $39.4 Million
1.99%
% of portfolio
0.08%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio