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 $458 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
$458 Million
Previous $454 Million
3.08%
% of portfolio
0.67%
Previous 0.65%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
680Shares Held
275MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.5 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.4 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$765 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$325 Million14.27% of portfolio