Ci Private Wealth, LLC Dimensional ETF Tr Transaction History

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 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 1,709,564 shares of DFAE stock, worth $53.5 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,709,564
Previous 1,964,910 13.0%
Holding current value
$53.5 Million
Previous $50.9 Million 2.71%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Aug 15, 2025
SELL
$22.87 - $28.95 $5.84 Million - $7.39 Million
-255,346 Reduced 13.0%
1,709,564 $49.5 Million
Q1 2025

May 14, 2025
SELL
$24.64 - $26.86 $5.2 Million - $5.66 Million
-210,896 Reduced 9.69%
1,964,910 $50.9 Million
Q4 2024

Feb 10, 2025
BUY
$25.36 - $28.15 $889,451 - $987,304
35,073 Added 1.64%
2,175,806 $55.2 Million
Q3 2024

Nov 12, 2024
BUY
$24.46 - $27.82 $1.46 Million - $1.66 Million
59,791 Added 2.87%
2,140,733 $58.7 Million
Q2 2024

Aug 13, 2024
BUY
$24.03 - $26.3 $3.6 Million - $3.93 Million
149,606 Added 7.75%
2,080,942 $53.8 Million
Q1 2024

May 09, 2024
BUY
$22.74 - $24.88 $3.14 Million - $3.43 Million
137,999 Added 7.7%
1,931,336 $47.7 Million
Q4 2023

Feb 09, 2024
BUY
$21.63 - $24.11 $1.67 Million - $1.86 Million
77,167 Added 4.5%
1,793,337 $43.2 Million
Q3 2023

Nov 03, 2023
BUY
$22.43 - $24.83 $4.45 Million - $4.93 Million
198,446 Added 13.08%
1,716,170 $38.7 Million
Q2 2023

Aug 10, 2023
BUY
$22.38 - $24.3 $4.42 Million - $4.8 Million
197,422 Added 14.95%
1,517,724 $35.6 Million
Q1 2023

May 15, 2023
BUY
$21.78 - $24.36 $7.66 Million - $8.57 Million
351,844 Added 36.33%
1,320,302 $30.4 Million
Q4 2022

Feb 15, 2023
BUY
$19.67 - $22.73 $19 Million - $22 Million
968,458 New
968,458 $21.3 Million

Others Institutions Holding DFAE

# of Institutions
604
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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