Ci Private Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Ci Private Wealth, LLC
- $63.6 Billion
- Q1 2024
A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Ci Private Wealth, LLC holds 2,768,344 shares of DFAT stock, worth $144 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,768,344
Previous 2,748,722
0.71%
Holding current value
$144 Million
Previous $144 Million
4.76%
% of portfolio
0.24%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$710 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$656 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$471 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$401 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$250 Million3.04% of portfolio