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 $24.6 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
841,997
Previous 771,928
9.08%
Holding current value
$24.6 Million
Previous $22.4 Million
0.27%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$186 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.1 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.5 Million1.12% of portfolio