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

Ci Private Wealth, LLC

$63.6 Billion
Q1 2024

A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ci Private Wealth, LLC holds 1,633,116 shares of DFUS stock, worth $97.9 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,633,116

Previous 1,660,377 1.64%

Holding current value

$97.9 Million

Previous $86.1 Million 8.13%

% of portfolio

0.15%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$50.79 - $56.98 $1.38 Million - $1.55 Million	-27,261 Reduced 1.64%	1,633,116 $93.1 Million
Q4 2023 Feb 09, 2024	SELL	$44.51 - $52.0 $2.64 Million - $3.08 Million	-59,264 Reduced 3.45%	1,660,377 $86.1 Million
Q3 2023 Nov 03, 2023	SELL	$46.29 - $49.87 $1.37 Million - $1.48 Million	-29,634 Reduced 1.69%	1,719,641 $80 Million
Q2 2023 Aug 10, 2023	BUY	$43.77 - $48.16 $662,590 - $729,046	15,138 Added 0.87%	1,749,275 $84.2 Million
Q1 2023 May 15, 2023	BUY	$41.24 - $45.43 $822,243 - $905,783	19,938 Added 1.16%	1,734,137 $77 Million

Q4 2022 Feb 15, 2023	BUY	$40.71 - $44.32 $69.8 Million - $76 Million	1,714,199 New	1,714,199 $71.3 Million

Others Institutions Holding DFUS

# of Institutions

596

Shares Held

113M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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