Ci Private Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History

Ci Private Wealth, LLC

$63.6 Billion
Q1 2024

A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ci Private Wealth, LLC holds 10,966,838 shares of DFUV stock, worth $431 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

10,966,838

Previous 11,062,711 0.87%

Holding current value

$431 Million

Previous $412 Million 8.93%

% of portfolio

0.71%

Previous 0.77%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$36.22 - $40.9 $3.47 Million - $3.92 Million	-95,873 Reduced 0.87%	10,966,838 $449 Million
Q4 2023 Feb 09, 2024	SELL	$31.85 - $37.39 $2.55 Million - $3 Million	-80,128 Reduced 0.72%	11,062,711 $412 Million
Q3 2023 Nov 03, 2023	SELL	$33.83 - $36.19 $2.49 Million - $2.67 Million	-73,747 Reduced 0.66%	11,142,839 $379 Million
Q2 2023 Aug 10, 2023	SELL	$32.32 - $34.5 $8.38 Million - $8.95 Million	-259,372 Reduced 2.26%	11,216,586 $387 Million
Q1 2023 May 15, 2023	SELL	$31.9 - $35.83 $213,060 - $239,308	-6,679 Reduced 0.06%	11,475,958 $384 Million

Q4 2022 Feb 15, 2023	BUY	$33.0 - $35.36 $379 Million - $406 Million	11,482,637 New	11,482,637 $384 Million

Others Institutions Holding DFUV

# of Institutions

591

Shares Held

242M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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 Us Marketwi Transaction History