Ci Private Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Ci Private Wealth, LLC
- $68.1 Billion
- Q2 2025
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 8,254,673 shares of DFUV stock, worth $369 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
8,254,673
Previous 10,143,865
18.62%
Holding current value
$369 Million
Previous $429 Million
18.62%
% of portfolio
0.51%
Previous 0.56%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
743Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$747 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$645 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$341 Million14.27% of portfolio