Ci Private Wealth, LLC Dimensional ETF Tr Short Durat Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ci Private Wealth, LLC holds 98,938 shares of DFSD stock, worth $4.77 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
98,938
Previous 96,715 2.3%
Holding current value
$4.77 Million
Previous $4.64 Million 2.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$47.86 - $48.43 $106,392 - $107,659
2,223 Added 2.3%
98,938 $4.77 Million
Q2 2025

Aug 15, 2025
SELL
$47.09 - $48.01 $2.41 Million - $2.46 Million
-51,144 Reduced 34.59%
96,715 $4.64 Million
Q1 2025

May 14, 2025
BUY
$46.74 - $47.55 $38,747 - $39,418
829 Added 0.56%
147,859 $7.03 Million
Q4 2024

Feb 10, 2025
BUY
$46.75 - $47.8 $105,327 - $107,693
2,253 Added 1.56%
147,030 $6.89 Million
Q3 2024

Nov 12, 2024
SELL
$47.0 - $47.84 $29,046 - $29,565
-618 Reduced 0.43%
144,777 $6.91 Million
Q2 2024

Aug 13, 2024
SELL
$46.64 - $47.15 $63,477 - $64,171
-1,361 Reduced 0.93%
145,395 $6.83 Million
Q1 2024

May 09, 2024
BUY
$46.78 - $47.19 $156,525 - $157,897
3,346 Added 2.33%
146,756 $6.9 Million
Q4 2023

Feb 09, 2024
BUY
$46.16 - $47.09 $6.09 Million - $6.22 Million
132,000 Added 1156.88%
143,410 $6.74 Million
Q3 2023

Nov 03, 2023
SELL
$46.24 - $46.65 $2.85 Million - $2.87 Million
-61,597 Reduced 84.37%
11,410 $529,000
Q2 2023

Aug 10, 2023
BUY
$46.28 - $46.83 $241,766 - $244,639
5,224 Added 7.71%
73,007 $3.38 Million
Q1 2023

May 15, 2023
BUY
$46.1 - $46.75 $1.66 Million - $1.69 Million
36,077 Added 113.79%
67,783 $3.16 Million
Q4 2022

Feb 15, 2023
BUY
$45.19 - $46.47 $1.43 Million - $1.47 Million
31,706 New
31,706 $1.46 Million

Others Institutions Holding DFSD

# of Institutions
388
Shares Held
84.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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