Ci Private Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Ci Private Wealth, LLC
- $65.6 Billion
- Q4 2024
A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ci Private Wealth, LLC holds 10,744,937 shares of DFUV stock, worth $423 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
10,744,937
Previous 10,881,716
1.26%
Holding current value
$423 Million
Previous $454 Million
3.08%
% of portfolio
0.67%
Previous 0.65%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
720Shares Held
271MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC18MShares$707 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$300 Million14.27% of portfolio