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 $344,379. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,568
Previous 13,929
16.95%
Holding current value
$344,379
Previous $413,000
11.14%
% of portfolio
0.08%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
538Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$188 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$180 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$162 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$129 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$125 Million0.19% of portfolio