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Nuveen Churchill Direct Lend shares owned by Vestia Personal Wealth Advisors

Quarter-by-quarter ownership of Nuveen Churchill Direct Lend (NCDL) shares owned by Vestia Personal Wealth Advisors from 13F filings

Historical chart of Vestia Personal Wealth Advisors investment in Nuveen Churchill Direct Lend

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Churchill Direct Lend held by Vestia Personal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Churchill Direct Lend by Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $152k 11k 13.80
2025-06-30 $178k 11k 16.19
2025-03-31 $187k 11k 16.98
2024-12-31 $184k 11k 16.78

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Dimensional International Value Etf Etf (DFIV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional National Municipal Bond Etf Etf (DFNM)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for Vestia Personal Wealth Advisors

Top funds holding Nuveen Churchill Direct Lend

Blue Owl Capital Holdings
CI Private Wealth
Van Eck Associates Corp.
Callodine Capital Management
Opal Wealth Advisors
UBS Group
Morgan Stanley
Hennion & Walsh Asset Management
Two Sigma Advisers
Wells Fargo & Company
Stifel Financial
Two Sigma Investments
Goldman Sachs Group
Nuveen
Marshall Wace

View all funds holding Nuveen Churchill Direct Lend