Cfs Investment Advisory Services, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 31,221 shares of DFAX stock, worth $773,656. This represents 0.07% of its overall portfolio holdings.

Number of Shares

31,221

Previous 31,221 -0.0%

Holding current value

$773,656

Previous $794,000 6.17%

% of portfolio

0.07%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	SELL	$22.56 - $24.03 $31,764 - $33,834	-1,408 Reduced 4.32%	31,221 $728,000
Q1 2023 May 05, 2023	SELL	$21.74 - $23.72 $498,759 - $544,184	-22,942 Reduced 41.28%	32,629 $752,000
Q4 2022 Feb 13, 2023	SELL	$18.81 - $22.36 $114,816 - $136,485	-6,104 Reduced 9.9%	55,571 $1.2 Million
Q3 2022 Nov 02, 2022	SELL	$18.89 - $22.64 $20.8 Million - $25 Million	-1,103,366 Reduced 94.71%	61,675 $1.17 Million
Q3 2022 Oct 31, 2022	BUY	$18.89 - $22.64 $19.5 Million - $23.3 Million	1,030,918 Added 768.64%	1,165,041 $62,000
Q2 2022 Aug 16, 2022	SELL	$21.22 - $25.37 $24.5 Million - $29.3 Million	-1,155,567 Reduced 89.6%	134,123 $2.88 Million
Q1 2022 May 27, 2022	BUY	$23.26 - $26.72 $29.5 Million - $33.9 Million	1,270,317 Added 6557.15%	1,289,690 $52,000
Q4 2021 Feb 14, 2022	BUY	$25.17 - $26.82 $487,618 - $519,583	19,373 New	19,373 $495,000

Others Institutions Holding DFAX

# of Institutions

512

Shares Held

221M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Cfs Investment Advisory Services, LLC Dimensional ETF Tr Transaction History