Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ci Private Wealth, LLC
- $65.6 Billion
- Q4 2024
A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ci Private Wealth, LLC holds 1,046,058 shares of DISV stock, worth $30.5 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,046,058
Previous 1,071,852
2.41%
Holding current value
$30.5 Million
Previous $31.1 Million
10.77%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
327Shares Held
66.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$187 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.2 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$48.1 Million1.46% of portfolio