Ci Private Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Ci Private Wealth, LLC
- $76.5 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 10,143,865 shares of DFUV stock, worth $441 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
10,143,865
Previous 10,530,346
3.67%
Holding current value
$441 Million
Previous $434 Million
1.17%
% of portfolio
0.56%
Previous 0.73%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
740Shares Held
279MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.57 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.38 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$726 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$627 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$332 Million14.27% of portfolio