Cerity Partners LLC Dimensional ETF Tr Dimensional Transaction History

Cerity Partners LLC

  • $48.7 Billion
  • Q1 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 488,856 shares of DFIS stock, worth $14.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
488,856
Previous 455,782 7.26%
Holding current value
$14.7 Million
Previous $11.2 Million 12.85%
% of portfolio
0.03%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$23.92 - $26.89 $791,130 - $889,359
33,074 Added 7.26%
488,856 $12.6 Million
Q4 2024

Feb 13, 2025
BUY
$24.25 - $26.7 $689,767 - $759,454
28,444 Added 6.66%
455,782 $11.2 Million
Q3 2024

Nov 12, 2024
BUY
$24.06 - $26.97 $1.47 Million - $1.65 Million
61,049 Added 16.67%
427,338 $11.5 Million
Q2 2024

Aug 13, 2024
BUY
$24.08 - $25.86 $466,164 - $500,623
19,359 Added 5.58%
366,289 $9.02 Million
Q1 2024

May 14, 2024
BUY
$23.13 - $25.1 $277,768 - $301,425
12,009 Added 3.59%
346,930 $8.69 Million
Q4 2023

Jan 26, 2024
BUY
$20.55 - $24.23 $344,418 - $406,094
16,760 Added 5.27%
334,921 $8.1 Million
Q3 2023

Nov 13, 2023
BUY
$21.81 - $23.89 $134,502 - $147,329
6,167 Added 1.98%
318,161 $6.98 Million
Q2 2023

Aug 14, 2023
BUY
$22.26 - $23.55 $227,608 - $240,798
10,225 Added 3.39%
311,994 $7.12 Million
Q1 2023

May 11, 2023
BUY
$21.65 - $23.87 $130,116 - $143,458
6,010 Added 2.03%
301,769 $6.94 Million
Q4 2022

Feb 15, 2023
BUY
$18.29 - $22.14 $3.12 Million - $3.77 Million
170,503 Added 136.12%
295,759 $6.36 Million
Q3 2022

Nov 10, 2022
BUY
$18.33 - $22.66 $2.3 Million - $2.84 Million
125,256 New
125,256 $2.32 Million

Others Institutions Holding DFIS

# of Institutions
253
Shares Held
94.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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