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 3,458,191 shares of DFSV stock, worth $109 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,458,191
Previous 3,035,274 13.93%
Holding current value
$109 Million
Previous $89.3 Million 23.26%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Oct 22, 2025
BUY
$29.2 - $32.74 $12.3 Million - $13.8 Million
422,917 Added 13.93%
3,458,191 $110 Million
Q2 2025

Aug 13, 2025
BUY
$24.21 - $29.47 $50.9 Million - $61.9 Million
2,102,092 Added 225.26%
3,035,274 $89.3 Million
Q1 2025

Apr 30, 2025
BUY
$27.56 - $32.1 $3.96 Million - $4.62 Million
143,780 Added 18.21%
933,182 $26.3 Million
Q4 2024

Feb 13, 2025
BUY
$30.18 - $33.87 $3.82 Million - $4.29 Million
126,596 Added 19.1%
789,402 $24.3 Million
Q3 2024

Nov 12, 2024
BUY
$28.25 - $31.7 $3.9 Million - $4.38 Million
138,198 Added 26.34%
662,806 $20.4 Million
Q2 2024

Aug 13, 2024
BUY
$27.81 - $30.13 $1.79 Million - $1.94 Million
64,340 Added 13.98%
524,608 $15.1 Million
Q1 2024

May 14, 2024
BUY
$27.45 - $30.1 $1.85 Million - $2.03 Million
67,333 Added 17.14%
460,268 $13.9 Million
Q4 2023

Jan 26, 2024
BUY
$23.61 - $29.53 $2.73 Million - $3.42 Million
115,819 Added 41.79%
392,935 $11.4 Million
Q3 2023

Nov 13, 2023
SELL
$24.97 - $27.69 $48,716 - $54,023
-1,951 Reduced 0.7%
277,116 $7.02 Million
Q2 2023

Aug 14, 2023
BUY
$23.17 - $25.7 $2.78 Million - $3.08 Million
119,891 Added 75.32%
279,067 $7.17 Million
Q1 2023

May 11, 2023
BUY
$23.74 - $28.31 $3.74 Million - $4.45 Million
157,345 Added 8593.39%
159,176 $3.97 Million
Q4 2022

Feb 15, 2023
BUY
$22.47 - $26.46 $41,142 - $48,448
1,831 New
1,831 $45,000

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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