Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Ci Private Wealth, LLC
- $59.6 Billion
- Q1 2025
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 2,875,025 shares of DUHP stock, worth $104 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,875,025
Previous 2,752,703
4.44%
Holding current value
$104 Million
Previous $93 Million
2.44%
% of portfolio
0.16%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
435Shares Held
234MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio