Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 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 2,535,192 shares of DUHP stock, worth $88.9 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,535,192
Previous 2,457,635
3.16%
Holding current value
$88.9 Million
Previous $77.7 Million
4.4%
% of portfolio
0.14%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
310Shares Held
188MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.07 Billion2.48% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$288 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio