Ci Private Wealth, LLC Dimensional ETF Tr Short Durat Call Options Transaction History

Ci Private Wealth, LLC

$65.6 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFSD

# of Institutions

326

Shares Held

65.8M

Call Options Held

0

Put Options Held

0

Essential Planning, Llc. Portsmouth, NH

4.17M
Shares

$196 Million
1.31% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.98M
Shares

$140 Million
2.55% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.71M
Shares

$128 Million
1.54% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.59M
Shares

$122 Million
11.2% of portfolio
Savant Capital, LLC

2.31M
Shares

$109 Million
0.88% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.