Ci Private Wealth, LLC Dimensional ETF Tr Core Fxd In Transaction History
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 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 435,751 shares of DFCF stock, worth $18 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
435,751
Previous 424,642
2.62%
Holding current value
$18 Million
Previous $17.6 Million
6.7%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.7 Million12.12% of portfolio