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

Ci Private Wealth, LLC

$76.5 Billion
Q2 2025

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 10,143,865 shares of DFUV stock, worth $441 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

10,143,865

Previous 10,530,346 3.67%

Holding current value

$441 Million

Previous $434 Million 1.17%

% of portfolio

0.56%

Previous 0.73%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	SELL	$36.25 - $42.28 $14 Million - $16.3 Million	-386,481 Reduced 3.67%	10,143,865 $429 Million
Q1 2025 May 14, 2025	SELL	$39.96 - $43.3 $8.58 Million - $9.29 Million	-214,591 Reduced 2.0%	10,530,346 $434 Million
Q4 2024 Feb 10, 2025	SELL	$40.38 - $44.35 $5.52 Million - $6.07 Million	-136,779 Reduced 1.26%	10,744,937 $440 Million
Q3 2024 Nov 12, 2024	SELL	$38.51 - $41.69 $2.59 Million - $2.8 Million	-67,157 Reduced 0.61%	10,881,716 $454 Million
Q2 2024 Aug 13, 2024	SELL	$38.53 - $40.76 $692,191 - $732,253	-17,965 Reduced 0.16%	10,948,873 $430 Million
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	$30.23 - $35.36 $347 Million - $406 Million	11,482,637 New	11,482,637 $384 Million

Others Institutions Holding DFUV

# of Institutions

740

Shares Held

279M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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