Cerity Partners LLC Dimensional ETF Tr Short Durat Transaction History
Cerity Partners LLC
- $45.5 Billion
- Q4 2024
A detailed history of Cerity Partners LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Cerity Partners LLC holds 10,230 shares of DFSD stock, worth $486,436. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,230
Previous 9,936
2.96%
Holding current value
$486,436
Previous $474,000
1.05%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio