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 2,743,759 shares of DFSV stock, worth $84.2 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,743,759
Previous 2,209,840
24.16%
Holding current value
$84.2 Million
Previous $66.5 Million
18.72%
% of portfolio
0.14%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
317Shares Held
81.1MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$252 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$151 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$143 Million1.31% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$77.1 Million0.78% of portfolio
-
Modera Wealth Management, LLC2.35MShares$72.1 Million1.0% of portfolio