Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 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 3,430,117 shares of DFSV stock, worth $106 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,430,117
Previous 2,743,759
25.02%
Holding current value
$106 Million
Previous $79 Million
33.79%
% of portfolio
0.15%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$254 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$203 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$161 Million5.67% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$91.8 Million1.18% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ2.69MShares$83.3 Million0.37% of portfolio