Cerity Partners LLC Dimensional ETF Tr U S Target Transaction History
Cerity Partners LLC
- $55.1 Billion
- Q2 2025
A detailed history of Cerity Partners LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cerity Partners LLC holds 1,100,761 shares of DFAT stock, worth $63 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,100,761
Previous 690,494
59.42%
Holding current value
$63 Million
Previous $35.6 Million
67.07%
% of portfolio
0.11%
Previous 0.07%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
781Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$807 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$712 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$535 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$353 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$283 Million1.74% of portfolio