Cypress Wealth Services, LLC Dimensional ETF Tr Transaction History

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024

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 11,568 shares of DFAI stock, worth $350,047. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,568
Previous 13,929 16.95%
Holding current value
$350,047
Previous $413,000 11.14%
% of portfolio
0.08%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
527
Shares Held
164M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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