Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025

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 3,348,779 shares of DFIS stock, worth $103 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,348,779
Previous 3,589,812 6.71%
Holding current value
$103 Million
Previous $92.8 Million 7.73%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Aug 15, 2025
SELL
$23.2 - $29.84 $5.59 Million - $7.19 Million
-241,033 Reduced 6.71%
3,348,779 $99.9 Million
Q1 2025

May 14, 2025
SELL
$23.92 - $26.89 $5.49 Million - $6.17 Million
-229,452 Reduced 6.01%
3,589,812 $92.8 Million
Q4 2024

Feb 10, 2025
SELL
$24.25 - $26.7 $4.75 Million - $5.23 Million
-195,778 Reduced 4.88%
3,819,264 $93.8 Million
Q3 2024

Nov 12, 2024
SELL
$24.06 - $26.97 $3.11 Million - $3.48 Million
-129,057 Reduced 3.11%
4,015,042 $108 Million
Q2 2024

Aug 13, 2024
BUY
$24.08 - $25.86 $1.45 Million - $1.56 Million
60,396 Added 1.48%
4,144,099 $102 Million
Q1 2024

May 09, 2024
BUY
$23.13 - $25.1 $2.54 Million - $2.76 Million
109,941 Added 2.77%
4,083,703 $102 Million
Q4 2023

Feb 09, 2024
BUY
$20.55 - $24.23 $2.08 Million - $2.46 Million
101,441 Added 2.62%
3,973,762 $96 Million
Q3 2023

Nov 03, 2023
BUY
$21.81 - $23.89 $5.51 Million - $6.04 Million
252,860 Added 6.99%
3,872,321 $85 Million
Q2 2023

Aug 10, 2023
BUY
$22.26 - $23.55 $5.35 Million - $5.66 Million
240,222 Added 7.11%
3,619,461 $82.6 Million
Q1 2023

May 15, 2023
BUY
$21.65 - $23.87 $4.1 Million - $4.52 Million
189,331 Added 5.94%
3,379,239 $77.7 Million
Q4 2022

Feb 15, 2023
BUY
$18.29 - $22.14 $58.3 Million - $70.6 Million
3,189,908 New
3,189,908 $68.6 Million

Others Institutions Holding DFIS

# of Institutions
275
Shares Held
85.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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