Ci Private Wealth, LLC Dimensional ETF Tr Transaction History

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 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 943,025 shares of DFAU stock, worth $41.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
943,025
Previous 1,079,690 12.66%
Holding current value
$41.7 Million
Previous $41.5 Million 3.75%
% of portfolio
0.05%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 15, 2025
SELL
$34.04 - $42.36 $4.65 Million - $5.79 Million
-136,665 Reduced 12.66%
943,025 $39.9 Million
Q1 2025

May 14, 2025
SELL
$37.84 - $42.29 $8.91 Million - $9.96 Million
-235,478 Reduced 17.9%
1,079,690 $41.5 Million
Q4 2024

Feb 10, 2025
SELL
$39.27 - $42.38 $1.3 Million - $1.41 Million
-33,163 Reduced 2.46%
1,315,168 $53.3 Million
Q3 2024

Nov 12, 2024
BUY
$35.8 - $39.69 $2.19 Million - $2.43 Million
61,101 Added 4.75%
1,348,331 $53.5 Million
Q2 2024

Aug 13, 2024
BUY
$34.53 - $37.67 $2.71 Million - $2.95 Million
78,414 Added 6.49%
1,287,230 $48.3 Million
Q1 2024

May 09, 2024
BUY
$32.59 - $36.54 $1.66 Million - $1.86 Million
51,035 Added 4.41%
1,208,816 $44.2 Million
Q4 2023

Feb 09, 2024
BUY
$28.58 - $33.37 $982,008 - $1.15 Million
34,360 Added 3.06%
1,157,781 $38.5 Million
Q3 2023

Nov 03, 2023
BUY
$29.79 - $32.13 $3.96 Million - $4.27 Million
133,043 Added 13.43%
1,123,421 $33.6 Million
Q2 2023

Aug 10, 2023
BUY
$28.25 - $30.99 $3.48 Million - $3.82 Million
123,340 Added 14.23%
990,378 $30.7 Million
Q1 2023

May 15, 2023
BUY
$26.87 - $29.65 $14.2 Million - $15.6 Million
527,703 Added 155.51%
867,038 $24.9 Million
Q4 2022

Feb 15, 2023
BUY
$25.24 - $28.83 $8.56 Million - $9.78 Million
339,335 New
339,335 $9.17 Million

Others Institutions Holding DFAU

# of Institutions
533
Shares Held
140M
Call Options Held
58.3K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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