Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ci Private Wealth, LLC
- $65.6 Billion
- Q4 2024
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 230,583 shares of DFIC stock, worth $6.46 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
230,583
Previous 230,574
-0.0%
Holding current value
$6.46 Million
Previous $6.49 Million
8.14%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio