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

Cfs Investment Advisory Services, LLC

$1.12 Billion
Q1 2025

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 9,231 shares of DFAR stock, worth $218,128. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,231

Previous 13,827 33.24%

Holding current value

$218,128

Previous $322,000 31.99%

% of portfolio

0.02%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$22.35 - $24.52 $102,720 - $112,693	-4,596 Reduced 33.24%	9,231 $219,000
Q4 2024 Jan 21, 2025	BUY	$22.72 - $25.76 $1,476 - $1,674	65 Added 0.47%	13,827 $322,000
Q3 2024 Nov 12, 2024	BUY	$21.91 - $26.03 $2,892 - $3,435	132 Added 0.97%	13,762 $353,000
Q2 2024 Aug 13, 2024	BUY	$20.41 - $22.23 $3,163 - $3,445	155 Added 1.15%	13,630 $301,000
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	$19.45 - $22.52 $11,728 - $13,579	603 Added 4.4%	14,323 $303,000
Q3 2022 Nov 02, 2022	SELL	$20.34 - $25.89 $5.46 Million - $6.95 Million	-268,362 Reduced 95.14%	13,720 $282,000
Q3 2022 Oct 31, 2022	BUY	$20.34 - $25.89 $5.74 Million - $7.3 Million	282,082 New	282,082 $14,000

Others Institutions Holding DFAR

# of Institutions

263

Shares Held

43.3M

Call Options Held

27.2K

Put Options Held

10K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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