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

Ci Private Wealth, LLC

$65.6 Billion
Q4 2024

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 147,030 shares of DFSD stock, worth $6.93 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

147,030

Previous 144,777 1.56%

Holding current value

$6.93 Million

Previous $6.91 Million 0.27%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

326

Shares Held

65.8M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

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.

Account

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