Ci Private Wealth, LLC Dimensional ETF Tr Transaction History

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024

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 755,910 shares of DFAX stock, worth $19.9 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
755,910
Previous 759,555 0.48%
Holding current value
$19.9 Million
Previous $20.5 Million 8.4%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$24.76 - $27.04 $90,250 - $98,560
-3,645 Reduced 0.48%
755,910 $18.8 Million
Q3 2024

Nov 12, 2024
SELL
$24.29 - $27.25 $199,882 - $224,240
-8,229 Reduced 1.07%
759,555 $20.5 Million
Q2 2024

Aug 13, 2024
SELL
$24.57 - $26.36 $181,474 - $194,694
-7,386 Reduced 0.95%
767,784 $19.5 Million
Q1 2024

May 09, 2024
SELL
$23.42 - $25.45 $28,291 - $30,743
-1,208 Reduced 0.16%
775,170 $19.7 Million
Q4 2023

Feb 09, 2024
SELL
$21.44 - $24.42 $1.06 Million - $1.2 Million
-49,224 Reduced 5.96%
776,378 $19 Million
Q3 2023

Nov 03, 2023
BUY
$22.41 - $24.35 $1.97 Million - $2.14 Million
87,760 Added 11.89%
825,602 $18.6 Million
Q2 2023

Aug 10, 2023
SELL
$22.56 - $24.03 $54,504 - $58,056
-2,416 Reduced 0.33%
737,842 $17.2 Million
Q1 2023

May 15, 2023
BUY
$21.74 - $23.72 $146,810 - $160,181
6,753 Added 0.92%
740,258 $17.1 Million
Q4 2022

Feb 15, 2023
BUY
$18.81 - $22.36 $13.8 Million - $16.4 Million
733,505 New
733,505 $15.8 Million

Others Institutions Holding DFAX

# of Institutions
564
Shares Held
243M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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