Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ci Private Wealth, LLC
- $76.5 Billion
- Q2 2025
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 1,082,444 shares of DISV stock, worth $37.2 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,082,444
Previous 1,041,923
3.89%
Holding current value
$37.2 Million
Previous $30.3 Million
17.41%
% of portfolio
0.05%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
364Shares Held
78.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$304 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$203 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$201 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86.6 Million1.18% of portfolio