Ci Private Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 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 10,948,873 shares of DFUV stock, worth $455 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
10,948,873
Previous 10,966,838
0.16%
Holding current value
$455 Million
Previous $449 Million
4.14%
% of portfolio
0.76%
Previous 0.71%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$763 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$600 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$318 Million14.27% of portfolio