Ci Private Wealth, LLC Dimensional ETF Tr Core Fxd In Transaction History
Ci Private Wealth, LLC
- $65.6 Billion
- Q4 2024
A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Ci Private Wealth, LLC holds 456,175 shares of DFCF stock, worth $19 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
456,175
Previous 435,751
4.69%
Holding current value
$19 Million
Previous $18.8 Million
0.25%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
394Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$482 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio