Ci Private Wealth, LLC Dimensional ETF Tr Core Fxd In Transaction History
Ci Private Wealth, LLC
- $62.5 Billion
- Q3 2025
A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Ci Private Wealth, LLC holds 207,477 shares of DFCF stock, worth $8.86 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
207,477
Previous 239,717
13.45%
Holding current value
$8.86 Million
Previous $10.1 Million
12.43%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
441Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio