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 $6.23 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
230,583
Previous 230,574
-0.0%
Holding current value
$6.23 Million
Previous $6.49 Million
8.14%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
407Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$730 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$696 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$426 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$159 Million10.81% of portfolio