Cfs Investment Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History

Cfs Investment Advisory Services, LLC

$595 Million
Q1 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 13,475 shares of DFAR stock, worth $296,584. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,475

Previous 15,389 12.44%

Holding current value

$296,584

Previous $350,000 14.0%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$21.28 - $22.96 $40,729 - $43,945	-1,914 Reduced 12.44%	13,475 $301,000
Q4 2023 Feb 13, 2024	SELL	$18.45 - $23.08 $11,494 - $14,378	-623 Reduced 3.89%	15,389 $350,000
Q3 2023 Nov 14, 2023	BUY	$19.26 - $22.35 $308 - $357	16 Added 0.1%	16,012 $313,000
Q2 2023 Jul 21, 2023	SELL	$20.22 - $21.63 $7,238 - $7,743	-358 Reduced 2.19%	15,996 $344,000
Q1 2023 May 05, 2023	BUY	$19.83 - $23.92 $40,274 - $48,581	2,031 Added 14.18%	16,354 $351,000

Q4 2022 Feb 13, 2023	BUY	$20.75 - $22.52 $12,512 - $13,579	603 Added 4.4%	14,323 $303,000
Q3 2022 Nov 02, 2022	SELL	$21.42 - $25.89 $5.75 Million - $6.95 Million	-268,362 Reduced 95.14%	13,720 $282,000
Q3 2022 Oct 31, 2022	BUY	$21.42 - $25.89 $6.04 Million - $7.3 Million	282,082 New	282,082 $14,000

Others Institutions Holding DFAR

# of Institutions

197

Shares Held

29.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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Cfs Investment Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History