Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 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 5,045,929 shares of DFSV stock, worth $158 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,045,929
Previous 3,975,533 26.92%
Holding current value
$158 Million
Previous $122 Million 16.08%
% of portfolio
0.24%
Previous 0.19%

Shares

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

May 14, 2025
BUY
$27.56 - $32.1 $29.5 Million - $34.4 Million
1,070,396 Added 26.92%
5,045,929 $142 Million
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
477
Shares Held
134M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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