Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Ci Private Wealth, LLC

$65.6 Billion
Q4 2024

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 3,975,533 shares of DFSV stock, worth $106 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,975,533

Previous 3,430,117 15.9%

Holding current value

$106 Million

Previous $106 Million 15.83%

% of portfolio

0.19%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$30.18 - $33.87 $16.5 Million - $18.5 Million	545,416 Added 15.9%	3,975,533 $122 Million
Q3 2024 Nov 12, 2024	BUY	$28.25 - $31.7 $19.4 Million - $21.8 Million	686,358 Added 25.02%	3,430,117 $106 Million
Q2 2024 Aug 13, 2024	BUY	$27.81 - $30.13 $14.8 Million - $16.1 Million	533,919 Added 24.16%	2,743,759 $79 Million
Q1 2024 May 09, 2024	BUY	$27.45 - $30.1 $7.82 Million - $8.58 Million	284,984 Added 14.81%	2,209,840 $66.5 Million
Q4 2023 Feb 09, 2024	BUY	$23.61 - $29.53 $4.73 Million - $5.92 Million	200,473 Added 11.63%	1,924,856 $56.1 Million
Q3 2023 Nov 03, 2023	BUY	$24.97 - $27.69 $5.27 Million - $5.84 Million	210,903 Added 13.93%	1,724,383 $43.7 Million
Q2 2023 Aug 10, 2023	BUY	$23.17 - $25.7 $7.02 Million - $7.78 Million	302,799 Added 25.01%	1,513,480 $38.9 Million
Q1 2023 May 15, 2023	BUY	$23.74 - $28.31 $4.08 Million - $4.87 Million	171,916 Added 16.55%	1,210,681 $30.2 Million
Q4 2022 Feb 15, 2023	BUY	$22.47 - $26.46 $23.3 Million - $27.5 Million	1,038,765 New	1,038,765 $25.7 Million

Others Institutions Holding DFSV

# of Institutions

423

Shares Held

113M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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 Dimensional Transaction History