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

Ci Private Wealth, LLC

$62.5 Billion
Q3 2025

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 712,187 shares of DFUS stock, worth $51.9 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

712,187

Previous 1,725,750 58.73%

Holding current value

$51.9 Million

Previous $116 Million 55.39%

% of portfolio

0.08%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$67.01 - $72.84 $67.9 Million - $73.8 Million	-1,013,563 Reduced 58.73%	712,187 $51.6 Million
Q2 2025 Sep 26, 2025	BUY	$53.65 - $67.02 $53 - $67	1 Added 0.0%	1,725,750 $116 Million
Q2 2025 Aug 15, 2025	SELL	$53.65 - $67.02 $10.9 Million - $13.6 Million	-203,000 Reduced 10.52%	1,725,749 $116 Million
Q1 2025 May 14, 2025	BUY	$59.61 - $66.71 $20.5 Million - $22.9 Million	343,927 Added 21.7%	1,928,749 $117 Million
Q4 2024 Feb 10, 2025	SELL	$61.52 - $66.5 $2.91 Million - $3.14 Million	-47,248 Reduced 2.89%	1,584,822 $101 Million
Q3 2024 Nov 12, 2024	SELL	$56.04 - $62.2 $868,339 - $963,789	-15,495 Reduced 0.94%	1,632,070 $102 Million
Q2 2024 Aug 13, 2024	BUY	$53.83 - $59.14 $777,789 - $854,513	14,449 Added 0.88%	1,647,565 $97 Million
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	$38.86 - $44.32 $66.6 Million - $76 Million	1,714,199 New	1,714,199 $71.3 Million

Others Institutions Holding DFUS

# of Institutions

833

Shares Held

203M

Call Options Held

3.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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 U S Equity Transaction History