Cypress Wealth Services, LLC Dimensional ETF Tr Transaction History
Cypress Wealth Services, LLC
- $440 Million
- Q2 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 13,929 shares of DFAI stock, worth $432,634. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,929
Previous 14,973
6.97%
Holding current value
$432,634
Previous $452,000
8.63%
% of portfolio
0.09%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$194 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$170 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$159 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$132 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$129 Million0.22% of portfolio