Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ci Private Wealth, LLC
- $62.5 Billion
- Q3 2025
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 252,670 shares of DFIC stock, worth $8.43 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
252,670
Previous 770,567
67.21%
Holding current value
$8.43 Million
Previous $24 Million
65.42%
% of portfolio
0.01%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio