Ci Private Wealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ci Private Wealth, LLC holds 129,610 shares of DFNM stock, worth $6.27 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
129,610
Previous 129,070
0.42%
Holding current value
$6.27 Million
Previous $6.21 Million
0.24%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio