Cerity Partners LLC Dimensional ETF Tr Dimensional Transaction History
Cerity Partners LLC
- $48.7 Billion
- Q1 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 952,278 shares of DISV stock, worth $30.2 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
952,278
Previous 841,997
13.1%
Holding current value
$30.2 Million
Previous $22.4 Million
23.96%
% of portfolio
0.06%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
342Shares Held
69.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$281 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$195 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$99.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$74 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$52.3 Million1.46% of portfolio