Ci Private Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Ci Private Wealth, LLC
- $65.6 Billion
- Q4 2024
A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ci Private Wealth, LLC holds 10,744,937 shares of DFUV stock, worth $433 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
10,744,937
Previous 10,881,716
1.26%
Holding current value
$433 Million
Previous $454 Million
3.08%
% of portfolio
0.67%
Previous 0.65%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.36 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.27 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$723 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$581 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$307 Million14.27% of portfolio