Cfs Investment Advisory Services, LLC Dimensional ETF Tr U S Equity Transaction History

Cfs Investment Advisory Services, LLC

$1.12 Billion
Q4 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 101,607 shares of DFUS stock, worth $6.69 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

101,607

Previous 104,438 2.71%

Holding current value

$6.69 Million

Previous $6.5 Million 0.29%

% of portfolio

0.58%

Previous 0.55%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$61.52 - $66.5 $174,163 - $188,261	-2,831 Reduced 2.71%	101,607 $6.48 Million
Q3 2024 Nov 12, 2024	SELL	$56.04 - $62.2 $82,771 - $91,869	-1,477 Reduced 1.39%	104,438 $6.5 Million
Q2 2024 Aug 13, 2024	BUY	$53.83 - $59.14 $28,583 - $31,403	531 Added 0.5%	105,915 $6.23 Million
Q1 2024 May 15, 2024	SELL	$50.79 - $56.98 $237,544 - $266,495	-4,677 Reduced 4.25%	105,384 $6.01 Million
Q4 2023 Feb 13, 2024	BUY	$44.51 - $52.0 $114,880 - $134,212	2,581 Added 2.4%	110,061 $5.7 Million
Q3 2023 Nov 14, 2023	BUY	$46.29 - $49.87 $1.82 Million - $1.96 Million	39,369 Added 57.8%	107,480 $5 Million
Q2 2023 Jul 21, 2023	BUY	$43.77 - $48.16 $395,155 - $434,788	9,028 Added 15.28%	68,111 $3.28 Million
Q1 2023 May 05, 2023	BUY	$41.24 - $45.43 $871,978 - $960,571	21,144 Added 55.73%	59,083 $2.63 Million
Q4 2022 Feb 13, 2023	BUY	$38.86 - $44.32 $1.47 Million - $1.68 Million	37,939 New	37,939 $1.58 Million
Q3 2022 Oct 31, 2022	BUY	$38.82 - $46.57 $1.68 Million - $2.02 Million	43,284 New	43,284 $1,000

Others Institutions Holding DFUS

# of Institutions

658

Shares Held

136M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Cfs Investment Advisory Services, LLC Dimensional ETF Tr U S Equity Transaction History