Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERITY PARTNERS LLC | 05-14-2024 | 03-31-2024 | 2286 | 37,863,906,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | Equities | 751 | $16,866,157 | 270,551 | 0.00 | 270,551 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | EX TD BD | Liquidated | $0 | 0 | 0.00 | 0.00 | 35,498 | 14.30 | 03-31-2024 |
| LENNAR CORP | COM | 753 | $16,681,229 | 96,994 | 0.00 | 0.00 | 81,818 | 539.13 | 03-31-2024 |
| SELECT SECTOR SPDR TR | EX TRD EQ FD | Liquidated | $0 | 0 | 0.00 | 86,404 | +Inf | 03-31-2024 |
