Cerity Partners LLC Dimensional ETF Tr Transaction History

Cerity Partners LLC

  • $60.5 Billion
  • Q3 2025

A detailed history of Cerity Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cerity Partners LLC holds 146,505 shares of DFAU stock, worth $6.73 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
146,505
Previous 168,580 13.09%
Holding current value
$6.73 Million
Previous $7.14 Million 6.12%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$42.42 - $45.96 $936,421 - $1.01 Million
-22,075 Reduced 13.09%
146,505 $6.7 Million
Q2 2025

Aug 13, 2025
BUY
$34.04 - $42.36 $174,965 - $217,730
5,140 Added 3.14%
168,580 $7.14 Million
Q1 2025

Apr 30, 2025
SELL
$37.84 - $42.29 $2.02 Million - $2.25 Million
-53,271 Reduced 24.58%
163,440 $6.28 Million
Q4 2024

Feb 13, 2025
BUY
$39.27 - $42.38 $1.14 Million - $1.23 Million
29,029 Added 15.47%
216,711 $8.77 Million
Q3 2024

Nov 12, 2024
SELL
$35.8 - $39.69 $66,265 - $73,466
-1,851 Reduced 0.98%
187,682 $7.45 Million
Q2 2024

Aug 13, 2024
BUY
$34.53 - $37.67 $4.35 Million - $4.74 Million
125,954 Added 198.11%
189,533 $7.11 Million
Q1 2024

May 14, 2024
SELL
$32.59 - $36.54 $481,810 - $540,207
-14,784 Reduced 18.87%
63,579 $2.32 Million
Q4 2023

Jan 26, 2024
BUY
$28.58 - $33.37 $675,631 - $788,866
23,640 Added 43.2%
78,363 $2.61 Million
Q3 2023

Nov 13, 2023
BUY
$29.79 - $32.13 $925,962 - $998,696
31,083 Added 131.48%
54,723 $1.64 Million
Q2 2023

Aug 14, 2023
SELL
$28.25 - $30.99 $271,087 - $297,380
-9,596 Reduced 28.87%
23,640 $732,000
Q1 2023

May 11, 2023
BUY
$26.87 - $29.65 $257,844 - $284,521
9,596 Added 40.59%
33,236 $956,000
Q4 2022

Feb 15, 2023
BUY
$25.24 - $28.83 $596,673 - $681,541
23,640 New
23,640 $638,000

Others Institutions Holding DFAU

# of Institutions
546
Shares Held
149M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email