Cerity Partners LLC Dimensional ETF Tr Transaction History
Cerity Partners LLC
- $45.5 Billion
- Q4 2024
A detailed history of Cerity Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cerity Partners LLC holds 430,133 shares of DFAI stock, worth $13.7 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
430,133
Previous 129,896
231.14%
Holding current value
$13.7 Million
Previous $4.13 Million
204.24%
% of portfolio
0.03%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio