Cerity Partners LLC Dimensional ETF Tr Transaction History
Cerity Partners LLC
- $48.7 Billion
- Q1 2025
A detailed history of Cerity Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cerity Partners LLC holds 163,440 shares of DFAU stock, worth $6.2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
163,440
Previous 216,711
24.58%
Holding current value
$6.2 Million
Previous $8.77 Million
28.4%
% of portfolio
0.01%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
494Shares Held
204MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio