Cerity Partners LLC Dimensional ETF Tr Dimensional Transaction History

Cerity Partners LLC

  • $45.5 Billion
  • Q4 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 841,997 shares of DISV stock, worth $25 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
841,997
Previous 771,928 9.08%
Holding current value
$25 Million
Previous $22.4 Million 0.27%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$26.18 - $28.77 $1.83 Million - $2.02 Million
70,069 Added 9.08%
841,997 $22.4 Million
Q3 2024

Nov 12, 2024
BUY
$26.06 - $29.18 $2.07 Million - $2.32 Million
79,448 Added 11.47%
771,928 $22.4 Million
Q2 2024

Aug 13, 2024
BUY
$26.23 - $28.56 $671,802 - $731,478
25,612 Added 3.84%
692,480 $18.6 Million
Q1 2024

May 14, 2024
BUY
$24.73 - $27.24 $532,956 - $587,049
21,551 Added 3.34%
666,868 $18.1 Million
Q4 2023

Jan 26, 2024
BUY
$22.43 - $25.87 $595,067 - $686,331
26,530 Added 4.29%
645,317 $16.6 Million
Q3 2023

Nov 13, 2023
SELL
$23.27 - $25.13 $162,634 - $175,633
-6,989 Reduced 1.12%
618,787 $14.7 Million
Q2 2023

Aug 14, 2023
BUY
$23.01 - $24.6 $690,415 - $738,123
30,005 Added 5.04%
625,776 $14.8 Million
Q1 2023

May 11, 2023
BUY
$22.4 - $24.75 $455,907 - $503,736
20,353 Added 3.54%
595,771 $14.2 Million
Q4 2022

Feb 15, 2023
BUY
$18.45 - $22.54 $6.31 Million - $7.71 Million
342,009 Added 146.53%
575,418 $12.8 Million
Q3 2022

Nov 10, 2022
BUY
$18.36 - $22.57 $4.29 Million - $5.27 Million
233,409 New
233,409 $4.33 Million

Others Institutions Holding DISV

# of Institutions
324
Shares Held
66M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email