Cerity Partners LLC Dimensional ETF Tr Dimensional Transaction History
Cerity Partners LLC
- $60.5 Billion
- Q3 2025
A detailed history of Cerity Partners LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cerity Partners LLC holds 602,113 shares of DFIS stock, worth $19.1 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
602,113
Previous 526,925
14.27%
Holding current value
$19.1 Million
Previous $15.7 Million
21.12%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding DFIS
# of Institutions
274Shares Held
86.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$593 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$396 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$106 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$90.6 Million1.31% of portfolio