Ci Private Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 2024
A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Ci Private Wealth, LLC holds 2,772,135 shares of DFAT stock, worth $164 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,772,135
Previous 2,780,751
0.31%
Holding current value
$164 Million
Previous $144 Million
6.92%
% of portfolio
0.22%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
667Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$838 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$737 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$520 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$436 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$307 Million2.46% of portfolio