Cypress Wealth Services, LLC Dimensional ETF Tr U S Small C Transaction History
Cypress Wealth Services, LLC
- $440 Million
- Q2 2024
A detailed history of Cypress Wealth Services, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 37,942 shares of DFAS stock, worth $2.46 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
37,942
Previous 38,160
0.57%
Holding current value
$2.46 Million
Previous $2.38 Million
4.16%
% of portfolio
0.52%
Previous 0.57%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$734 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$451 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$435 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$288 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$176 Million1.82% of portfolio