Ci Private Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Ci Private Wealth, LLC
- $65.6 Billion
- Q4 2024
A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ci Private Wealth, LLC holds 636,908 shares of DFAS stock, worth $38.9 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
636,908
Previous 632,969
0.62%
Holding current value
$38.9 Million
Previous $41.1 Million
0.96%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$809 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$459 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$166 Million1.82% of portfolio