Ci Private Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Ci Private Wealth, LLC
- $59.6 Billion
- Q1 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 10,530,346 shares of DFUV stock, worth $446 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
10,530,346
Previous 10,744,937
2.0%
Holding current value
$446 Million
Previous $440 Million
1.3%
% of portfolio
0.73%
Previous 0.67%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
736Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.45 Billion3.28% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.34 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$708 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$611 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$323 Million14.27% of portfolio