Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERITY PARTNERS LLC | 01-26-2024 | 12-31-2023 | 1853 | 30,435,498,408 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | Equity | 801 | $11,367,050 | 190,658 | 0.00 | 190,658 | +Inf | 12-31-2023 | |
| SPDR SER TR | BLOOMBERG 3-12 M | 802 | $11,321,925 | 114,225 | 0.00 | 0.00 | 35,990 | 46.00 | 12-31-2023 |
| BORGWARNER INC | COM | 803 | $11,303,374 | 315,310 | 0.00 | 0.00 | -58,473 | -15.64 | 12-31-2023 |
| ALAMO GROUP INC | Equity | 804 | $11,259,953 | 53,570 | 0.00 | 53,570 | +Inf | 12-31-2023 |
