Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Ci Private Wealth, LLC

$69.4 Billion
Q3 2024

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 87,332 shares of DFAR stock, worth $2.19 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

87,332

Previous 81,548 7.09%

Holding current value

$2.19 Million

Previous $1.8 Million 24.25%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$21.91 - $26.03 $126,727 - $150,557	5,784 Added 7.09%	87,332 $2.24 Million
Q2 2024 Aug 13, 2024	SELL	$20.41 - $22.23 $84,436 - $91,965	-4,137 Reduced 4.83%	81,548 $1.8 Million
Q1 2024 May 09, 2024	SELL	$21.28 - $22.96 $155,173 - $167,424	-7,292 Reduced 7.84%	85,685 $1.92 Million
Q4 2023 Feb 09, 2024	SELL	$18.45 - $23.08 $31,955 - $39,974	-1,732 Reduced 1.83%	92,977 $2.11 Million
Q3 2023 Nov 03, 2023	SELL	$19.26 - $22.35 $61,670 - $71,564	-3,202 Reduced 3.27%	94,709 $1.85 Million
Q2 2023 Aug 10, 2023	BUY	$20.22 - $21.63 $96,874 - $103,629	4,791 Added 5.14%	97,911 $2.11 Million
Q1 2023 May 15, 2023	BUY	$19.83 - $23.92 $1.02 Million - $1.23 Million	51,448 Added 123.46%	93,120 $2 Million
Q4 2022 Feb 15, 2023	BUY	$19.45 - $22.52 $810,520 - $938,453	41,672 New	41,672 $881,000

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History