Ci Private Wealth, LLC Dimensional ETF Tr Transaction History

Ci Private Wealth, LLC

$62.5 Billion
Q3 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 911,842 shares of DFAI stock, worth $33.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

911,842

Previous 3,517,346 74.08%

Holding current value

$33.8 Million

Previous $122 Million 72.74%

% of portfolio

0.05%

Previous 0.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$34.05 - $36.55 $88.7 Million - $95.2 Million	-2,605,504 Reduced 74.08%	911,842 $33.1 Million
Q2 2025 Sep 26, 2025	BUY	$28.02 - $34.71 $28 - $34	1 Added 0.0%	3,517,346 $122 Million
Q2 2025 Aug 15, 2025	SELL	$28.02 - $34.71 $8.11 Million - $10 Million	-289,465 Reduced 7.6%	3,517,345 $122 Million
Q1 2025 May 14, 2025	SELL	$28.88 - $32.4 $11.2 Million - $12.6 Million	-388,455 Reduced 9.26%	3,806,810 $119 Million
Q4 2024 Feb 10, 2025	SELL	$29.0 - $31.6 $328,512 - $357,964	-11,328 Reduced 0.27%	4,195,265 $123 Million
Q3 2024 Nov 12, 2024	BUY	$28.69 - $32.06 $1.99 Million - $2.22 Million	69,335 Added 1.68%	4,206,593 $134 Million
Q2 2024 Aug 13, 2024	BUY	$28.93 - $30.91 $8.28 Million - $8.84 Million	286,036 Added 7.43%	4,137,258 $123 Million
Q1 2024 May 09, 2024	BUY	$27.74 - $30.27 $7.67 Million - $8.37 Million	276,396 Added 7.73%	3,851,222 $116 Million
Q4 2023 Feb 09, 2024	BUY	$24.88 - $28.69 $4.8 Million - $5.54 Million	192,990 Added 5.71%	3,574,826 $102 Million
Q3 2023 Nov 03, 2023	BUY	$26.0 - $28.17 $8.45 Million - $9.15 Million	324,889 Added 10.63%	3,381,836 $88.3 Million
Q2 2023 Aug 10, 2023	BUY	$26.46 - $28.05 $8.94 Million - $9.48 Million	337,948 Added 12.43%	3,056,947 $83.5 Million
Q1 2023 May 15, 2023	BUY	$25.21 - $27.45 $12.3 Million - $13.4 Million	488,177 Added 21.88%	2,718,999 $73.3 Million
Q4 2022 Feb 15, 2023	BUY	$21.47 - $25.85 $47.9 Million - $57.7 Million	2,230,822 New	2,230,822 $55.9 Million

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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 Transaction History