Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ci Private Wealth, LLC holds 341,164 shares of DISV stock, worth $12.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
341,164
Previous 1,082,444 68.48%
Holding current value
$12.3 Million
Previous $35.6 Million 65.82%
% of portfolio
0.02%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$32.78 - $35.79 $24.3 Million - $26.5 Million
-741,280 Reduced 68.48%
341,164 $12.2 Million
Q2 2025

Aug 15, 2025
BUY
$25.93 - $32.91 $1.05 Million - $1.33 Million
40,521 Added 3.89%
1,082,444 $35.6 Million
Q1 2025

May 14, 2025
SELL
$26.09 - $30.21 $107,882 - $124,918
-4,135 Reduced 0.4%
1,041,923 $30.3 Million
Q4 2024

Feb 10, 2025
SELL
$26.18 - $28.77 $675,286 - $742,093
-25,794 Reduced 2.41%
1,046,058 $27.8 Million
Q3 2024

Nov 12, 2024
BUY
$26.06 - $29.18 $886,509 - $992,645
34,018 Added 3.28%
1,071,852 $31.1 Million
Q2 2024

Aug 13, 2024
BUY
$26.23 - $28.56 $823,805 - $896,983
31,407 Added 3.12%
1,037,834 $27.9 Million
Q1 2024

May 09, 2024
BUY
$24.73 - $27.24 $1.25 Million - $1.38 Million
50,695 Added 5.3%
1,006,427 $27.4 Million
Q4 2023

Feb 09, 2024
BUY
$22.43 - $25.87 $8.02 Million - $9.26 Million
357,775 Added 59.83%
955,732 $24.6 Million
Q3 2023

Nov 03, 2023
SELL
$23.27 - $25.13 $5.85 Million - $6.32 Million
-251,498 Reduced 29.61%
597,957 $14.2 Million
Q2 2023

Aug 10, 2023
BUY
$23.01 - $24.6 $2.03 Million - $2.17 Million
88,233 Added 11.59%
849,455 $20.1 Million
Q1 2023

May 15, 2023
BUY
$22.4 - $24.75 $4.75 Million - $5.25 Million
212,269 Added 38.67%
761,222 $18.1 Million
Q4 2022

Feb 15, 2023
BUY
$18.45 - $22.54 $10.1 Million - $12.4 Million
548,953 New
548,953 $12.2 Million

Others Institutions Holding DISV

# of Institutions
391
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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