Cerity Partners LLC Dimensional ETF Tr Dimensional Transaction History

Cerity Partners LLC

$60.5 Billion
Q3 2025

A detailed history of Cerity Partners LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cerity Partners LLC holds 12,030 shares of DFIC stock, worth $396,147. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,030

Holding current value

$396,147

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 22, 2025	BUY	$30.76 - $33.01 $370,042 - $397,110	12,030 New	12,030 $394,000

Others Institutions Holding DFIC

# of Institutions

524

Shares Held

300M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

31.7M
Shares

$1.05 Billion
2.04% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$947 Million
0.27% of portfolio
Forum Financial Management, LP Lombard, IL

16.5M
Shares

$545 Million
8.43% of portfolio
Evensky & Katz LLC

6.15M
Shares

$202 Million
11.67% of portfolio
High Tower Advisors, LLC Chicago, IL

5.09M
Shares

$168 Million
0.21% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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