Ci Private Wealth, LLC Dimensional ETF Tr Core Fxd In Transaction History
Ci Private Wealth, LLC
- $59.6 Billion
- Q1 2025
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 460,893 shares of DFCF stock, worth $19.1 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
460,893
Previous 456,175
1.03%
Holding current value
$19.1 Million
Previous $18.9 Million
2.75%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
427Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$469 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$124 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$111 Million1.41% of portfolio