Ci Private Wealth, LLC Dimensional ETF Tr Core Fxd In Transaction History
Ci Private Wealth, LLC
- $76.5 Billion
- Q2 2025
A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Ci Private Wealth, LLC holds 239,717 shares of DFCF stock, worth $10.2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
239,717
Previous 460,893
47.99%
Holding current value
$10.2 Million
Previous $19.4 Million
47.74%
% of portfolio
0.01%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
425Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$490 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$156 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$129 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$119 Million1.31% of portfolio