Ci Private Wealth, LLC Dimensional ETF Tr U S Small C Transaction History

Ci Private Wealth, LLC

  • $68.1 Billion
  • Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ci Private Wealth, LLC holds 625,286 shares of DFAS stock, worth $43.2 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
625,286
Previous 625,284 -0.0%
Holding current value
$43.2 Million
Previous $39.8 Million -0.0%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Sep 26, 2025
BUY
$52.31 - $63.72 $104 - $127
2 Added 0.0%
625,286 $39.8 Million
Q2 2025

Aug 15, 2025
SELL
$52.31 - $63.72 $2.58 Million - $3.15 Million
-49,383 Reduced 7.32%
625,284 $39.8 Million
Q1 2025

May 14, 2025
BUY
$58.81 - $68.2 $2.22 Million - $2.58 Million
37,759 Added 5.93%
674,667 $40.3 Million
Q4 2024

Feb 10, 2025
BUY
$63.58 - $71.15 $250,441 - $280,259
3,939 Added 0.62%
636,908 $41.4 Million
Q3 2024

Nov 12, 2024
SELL
$59.25 - $65.33 $266,032 - $293,331
-4,490 Reduced 0.7%
632,969 $41.1 Million
Q2 2024

Aug 13, 2024
SELL
$57.42 - $62.37 $104,389 - $113,388
-1,818 Reduced 0.28%
637,459 $38.3 Million
Q1 2024

May 09, 2024
SELL
$56.66 - $62.34 $563,880 - $620,407
-9,952 Reduced 1.53%
639,277 $39.9 Million
Q4 2023

Feb 09, 2024
SELL
$48.83 - $60.51 $43,947 - $54,459
-900 Reduced 0.14%
649,229 $38.7 Million
Q3 2023

Nov 03, 2023
BUY
$51.84 - $57.67 $410,313 - $456,458
7,915 Added 1.23%
650,129 $34.1 Million
Q2 2023

Aug 10, 2023
BUY
$49.85 - $54.8 $915,096 - $1.01 Million
18,357 Added 2.94%
642,214 $35.2 Million
Q1 2023

May 15, 2023
BUY
$50.35 - $57.8 $2.92 Million - $3.35 Million
57,993 Added 10.25%
623,857 $32.9 Million
Q4 2022

Feb 15, 2023
BUY
$47.77 - $54.73 $27 Million - $31 Million
565,864 New
565,864 $28.9 Million

Others Institutions Holding DFAS

# of Institutions
843
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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