Ci Private Wealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Ci Private Wealth, LLC

$59.6 Billion
Q1 2025

A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ci Private Wealth, LLC holds 110,262 shares of DFNM stock, worth $5.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

110,262

Previous 111,960 1.52%

Holding current value

$5.2 Million

Previous $5.35 Million 1.94%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$47.35 - $48.24 $80,400 - $81,911	-1,698 Reduced 1.52%	110,262 $5.25 Million
Q4 2024 Feb 10, 2025	SELL	$47.65 - $48.6 $867,468 - $884,763	-18,205 Reduced 13.99%	111,960 $5.35 Million
Q3 2024 Nov 12, 2024	BUY	$47.7 - $48.54 $26,473 - $26,939	555 Added 0.43%	130,165 $6.32 Million
Q2 2024 Aug 13, 2024	BUY	$47.4 - $48.0 $25,596 - $25,920	540 Added 0.42%	129,610 $6.19 Million
Q1 2024 May 09, 2024	BUY	$48.08 - $48.49 $159,048 - $160,404	3,308 Added 2.63%	129,070 $6.21 Million
Q4 2023 Feb 09, 2024	BUY	$46.17 - $48.51 $145,943 - $153,340	3,161 Added 2.58%	125,762 $6.1 Million
Q3 2023 Nov 03, 2023	BUY	$46.44 - $47.81 $259,274 - $266,923	5,583 Added 4.77%	122,601 $5.7 Million
Q2 2023 Aug 10, 2023	BUY	$47.15 - $48.62 $327,692 - $337,909	6,950 Added 6.31%	117,018 $5.57 Million
Q1 2023 May 15, 2023	BUY	$47.4 - $48.69 $1.19 Million - $1.23 Million	25,175 Added 29.65%	110,068 $5.32 Million
Q4 2022 Feb 15, 2023	BUY	$46.51 - $48.03 $3.95 Million - $4.08 Million	84,893 New	84,893 $4.06 Million

Others Institutions Holding DFNM

# of Institutions

250

Shares Held

26.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Ci Private Wealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History