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 $18.9 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
602,113
Previous 526,925
14.27%
Holding current value
$18.9 Million
Previous $15.7 Million
21.12%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio