Cypress Wealth Services, LLC Dimensional ETF Tr Transaction History

Cypress Wealth Services, LLC

$468 Million
Q1 2025

A detailed history of Cypress Wealth Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 11,423 shares of DFAI stock, worth $390,323. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,423

Previous 11,598 1.51%

Holding current value

$390,323

Previous $338,000 6.21%

% of portfolio

0.08%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$28.88 - $32.4 $5,054 - $5,670	-175 Reduced 1.51%	11,423 $359,000
Q4 2024 Jan 14, 2025	BUY	$29.0 - $31.6 $870 - $948	30 Added 0.26%	11,598 $338,000
Q3 2024 Oct 08, 2024	SELL	$28.69 - $32.06 $67,737 - $75,693	-2,361 Reduced 16.95%	11,568 $367,000
Q2 2024 Jul 12, 2024	SELL	$28.93 - $30.91 $30,202 - $32,270	-1,044 Reduced 6.97%	13,929 $413,000
Q4 2023 Jan 10, 2024	BUY	$24.88 - $28.69 $10,001 - $11,533	402 Added 2.76%	14,973 $428,000
Q3 2023 Oct 13, 2023	BUY	$26.0 - $28.17 $32,760 - $35,494	1,260 Added 9.47%	14,571 $380,000
Q2 2023 Jul 21, 2023	BUY	$26.46 - $28.05 $29,211 - $30,967	1,104 Added 9.04%	13,311 $363,000
Q1 2023 Apr 07, 2023	BUY	$25.21 - $27.45 $14,420 - $15,701	572 Added 4.92%	12,207 $328,000
Q4 2022 Jan 18, 2023	BUY	$21.47 - $25.85 $249,803 - $300,764	11,635 New	11,635 $0

Others Institutions Holding DFAI

# of Institutions

645

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Cypress Wealth Services, LLC Dimensional ETF Tr Transaction History