Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ci Private Wealth, LLC
- $63.6 Billion
- Q1 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 4,083,703 shares of DFIS stock, worth $104 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,083,703
Previous 3,973,762
2.77%
Holding current value
$104 Million
Previous $96 Million
6.55%
% of portfolio
0.16%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
177Shares Held
49.2MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp11.7MShares$296 Million0.4% of portfolio
-
Mather Group, Llc. Chicago, IL6.52MShares$165 Million1.96% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$66.1 Million3.04% of portfolio
-
Savant Capital, LLC2.18MShares$55.4 Million0.63% of portfolio
-
Envestnet Asset Management Inc1.4MShares$35.6 Million0.01% of portfolio