Cerity Partners LLC Dimensional ETF Tr Dimensional Transaction History
Cerity Partners LLC
- $44.7 Billion
- Q3 2024
A detailed history of Cerity Partners LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cerity Partners LLC holds 427,338 shares of DFIS stock, worth $10.9 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
427,338
Previous 366,289
16.67%
Holding current value
$10.9 Million
Previous $9.02 Million
27.09%
% of portfolio
0.03%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$563 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$313 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$258 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$102 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$66.1 Million3.04% of portfolio