Ci Private Wealth, LLC Dimensional ETF Tr Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 393,858 shares of DFAX stock, worth $12.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
393,858
Previous 607,398 35.16%
Holding current value
$12.6 Million
Previous $17.8 Million 30.72%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$29.25 - $31.56 $6.25 Million - $6.74 Million
-213,540 Reduced 35.16%
393,858 $12.4 Million
Q2 2025

Sep 26, 2025
SELL
$23.37 - $29.39 $222,318 - $279,587
-9,513 Reduced 1.54%
607,398 $17.8 Million
Q2 2025

Aug 15, 2025
SELL
$23.37 - $29.39 $3.05 Million - $3.83 Million
-130,296 Reduced 17.44%
616,911 $18.1 Million
Q1 2025

May 14, 2025
SELL
$24.45 - $27.2 $212,788 - $236,721
-8,703 Reduced 1.15%
747,207 $19.6 Million
Q4 2024

Feb 10, 2025
SELL
$24.76 - $27.04 $90,250 - $98,560
-3,645 Reduced 0.48%
755,910 $18.8 Million
Q3 2024

Nov 12, 2024
SELL
$24.29 - $27.25 $199,882 - $224,240
-8,229 Reduced 1.07%
759,555 $20.5 Million
Q2 2024

Aug 13, 2024
SELL
$24.57 - $26.36 $181,474 - $194,694
-7,386 Reduced 0.95%
767,784 $19.5 Million
Q1 2024

May 09, 2024
SELL
$23.42 - $25.45 $28,291 - $30,743
-1,208 Reduced 0.16%
775,170 $19.7 Million
Q4 2023

Feb 09, 2024
SELL
$21.44 - $24.42 $1.06 Million - $1.2 Million
-49,224 Reduced 5.96%
776,378 $19 Million
Q3 2023

Nov 03, 2023
BUY
$22.41 - $24.35 $1.97 Million - $2.14 Million
87,760 Added 11.89%
825,602 $18.6 Million
Q2 2023

Aug 10, 2023
SELL
$22.56 - $24.03 $54,504 - $58,056
-2,416 Reduced 0.33%
737,842 $17.2 Million
Q1 2023

May 15, 2023
BUY
$21.74 - $23.72 $146,810 - $160,181
6,753 Added 0.92%
740,258 $17.1 Million
Q4 2022

Feb 15, 2023
BUY
$18.81 - $22.36 $13.8 Million - $16.4 Million
733,505 New
733,505 $15.8 Million

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email