Cerity Partners LLC Dimensional ETF Tr Short Durat Transaction History

Cerity Partners LLC

$37.7 Billion
Q2 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 10,203 shares of DFSD stock, worth $483,112. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,203

Holding current value

$483,112

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$46.64 - $47.15 $475,867 - $481,071	10,203 New	10,203 $479,000

Others Institutions Holding DFSD

# of Institutions

258

Shares Held

46.3M

Call Options Held

Put Options Held

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.4 Million
1.09% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$94.6 Million
15.04% of portfolio
Planning Center, Inc.

1.97M
Shares

$93.4 Million
16.69% of portfolio

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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