Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Ci Private Wealth, LLC

$56.4 Billion
Q2 2024

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 2,743,759 shares of DFSV stock, worth $84.2 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,743,759

Previous 2,209,840 24.16%

Holding current value

$84.2 Million

Previous $66.5 Million 18.72%

% of portfolio

0.14%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$27.81 - $30.13 $14.8 Million - $16.1 Million	533,919 Added 24.16%	2,743,759 $79 Million
Q1 2024 May 09, 2024	BUY	$27.45 - $30.1 $7.82 Million - $8.58 Million	284,984 Added 14.81%	2,209,840 $66.5 Million
Q4 2023 Feb 09, 2024	BUY	$23.61 - $29.53 $4.73 Million - $5.92 Million	200,473 Added 11.63%	1,924,856 $56.1 Million
Q3 2023 Nov 03, 2023	BUY	$24.97 - $27.69 $5.27 Million - $5.84 Million	210,903 Added 13.93%	1,724,383 $43.7 Million
Q2 2023 Aug 10, 2023	BUY	$23.17 - $25.7 $7.02 Million - $7.78 Million	302,799 Added 25.01%	1,513,480 $38.9 Million
Q1 2023 May 15, 2023	BUY	$23.74 - $28.31 $4.08 Million - $4.87 Million	171,916 Added 16.55%	1,210,681 $30.2 Million
Q4 2022 Feb 15, 2023	BUY	$22.47 - $26.46 $23.3 Million - $27.5 Million	1,038,765 New	1,038,765 $25.7 Million

Others Institutions Holding DFSV

# of Institutions

331

Shares Held

86.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Ci Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History