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 $152 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

$152 Million

Previous $107 Million 33.74%

% of portfolio

0.24%

Previous 0.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

686

Shares Held

225M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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