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

Cfs Investment Advisory Services, LLC

$1.19 Billion
Q3 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 13,762 shares of DFAR stock, worth $317,351. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,762

Previous 13,630 0.97%

Holding current value

$317,351

Previous $301,000 17.28%

% of portfolio

0.03%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

219

Shares Held

35.4M

Call Options Held

Put Options Held

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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