Ci Private Wealth, LLC Dimensional ETF Tr Transaction History

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 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 3,624,813 shares of DFIV stock, worth $164 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,624,813
Previous 3,007,651 20.52%
Holding current value
$164 Million
Previous $107 Million 33.74%
% of portfolio
0.24%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$35.33 - $40.77 $21.8 Million - $25.2 Million
617,162 Added 20.52%
3,624,813 $143 Million
Q4 2024

Feb 10, 2025
BUY
$34.86 - $37.97 $12.2 Million - $13.3 Million
350,882 Added 13.21%
3,007,651 $107 Million
Q3 2024

Nov 12, 2024
BUY
$34.66 - $38.38 $8.74 Million - $9.67 Million
252,067 Added 10.48%
2,656,769 $101 Million
Q2 2024

Aug 13, 2024
BUY
$35.5 - $38.02 $3.4 Million - $3.64 Million
95,782 Added 4.15%
2,404,702 $86.4 Million
Q1 2024

May 09, 2024
BUY
$33.15 - $36.75 $3.55 Million - $3.93 Million
106,976 Added 4.86%
2,308,920 $84.9 Million
Q4 2023

Feb 09, 2024
BUY
$30.86 - $34.46 $1.56 Million - $1.74 Million
50,542 Added 2.35%
2,201,944 $75.7 Million
Q3 2023

Nov 03, 2023
BUY
$32.1 - $34.42 $653,652 - $700,894
20,363 Added 0.96%
2,151,402 $70.2 Million
Q2 2023

Aug 10, 2023
SELL
$31.45 - $33.77 $1.02 Million - $1.1 Million
-32,430 Reduced 1.5%
2,131,039 $70 Million
Q1 2023

May 15, 2023
SELL
$30.43 - $33.38 $890,320 - $976,632
-29,258 Reduced 1.33%
2,163,469 $69.7 Million
Q4 2022

Feb 15, 2023
BUY
$25.88 - $31.1 $56.7 Million - $68.2 Million
2,192,727 New
2,192,727 $66.7 Million

Others Institutions Holding DFIV

# of Institutions
731
Shares Held
243M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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