Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ci Private Wealth, LLC
- $59.6 Billion
- Q1 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 1,041,923 shares of DISV stock, worth $34.6 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,041,923
Previous 1,046,058
0.4%
Holding current value
$34.6 Million
Previous $27.8 Million
9.16%
% of portfolio
0.05%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.7 Million1.46% of portfolio