Cfs Investment Advisory Services, LLC Dimensional ETF Tr Transaction History

Cfs Investment Advisory Services, LLC

  • $1.22 Billion
  • Q2 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 26,850 shares of DFAU stock, worth $1.24 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
26,850
Previous 21,452 25.16%
Holding current value
$1.24 Million
Previous $825,000 37.82%
% of portfolio
0.09%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$34.04 - $42.36 $183,747 - $228,659
5,398 Added 25.16%
26,850 $1.14 Million
Q1 2025

May 12, 2025
BUY
$37.84 - $42.29 $17,217 - $19,241
455 Added 2.17%
21,452 $825,000
Q3 2024

Nov 12, 2024
SELL
$35.8 - $39.69 $680 - $754
-19 Reduced 0.09%
20,997 $833,000
Q2 2024

Aug 13, 2024
SELL
$34.53 - $37.67 $13,259 - $14,465
-384 Reduced 1.79%
21,016 $788,000
Q2 2023

Jul 21, 2023
SELL
$28.25 - $30.99 $10,848 - $11,900
-384 Reduced 1.76%
21,400 $663,000
Q1 2023

May 05, 2023
SELL
$26.87 - $29.65 $229,657 - $253,418
-8,547 Reduced 28.18%
21,784 $627,000
Q4 2022

Feb 13, 2023
BUY
$25.24 - $28.83 $12,519 - $14,299
496 Added 1.66%
30,331 $820,000
Q3 2022

Nov 02, 2022
SELL
$25.15 - $30.14 $18.1 Million - $21.7 Million
-720,515 Reduced 96.02%
29,835 $750,000
Q3 2022

Oct 31, 2022
BUY
$25.15 - $30.14 $18 Million - $21.5 Million
714,047 Added 1966.91%
750,350 $30,000
Q2 2022

Aug 16, 2022
SELL
$25.69 - $31.79 $10 Million - $12.4 Million
-389,847 Reduced 91.48%
36,303 $959,000
Q1 2022

May 27, 2022
BUY
$29.18 - $33.24 $12.4 Million - $14.2 Million
426,150 New
426,150 $14,000

Others Institutions Holding DFAU

# of Institutions
531
Shares Held
139M
Call Options Held
58.3K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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