Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ci Private Wealth, LLC
- $59.6 Billion
- Q1 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 235,692 shares of DFIC stock, worth $7.14 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
235,692
Previous 230,583
2.22%
Holding current value
$7.14 Million
Previous $5.96 Million
9.82%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
469Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$936 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$834 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$492 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$191 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$157 Million0.2% of portfolio