Cypress Wealth Services, LLC Dimensional ETF Tr U S Target Transaction History

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024

A detailed history of Cypress Wealth Services, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 3,680 shares of DFAT stock, worth $204,092. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,680
Previous 4,461 17.51%
Holding current value
$204,092
Previous $231,000 11.69%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$51.0 - $57.07 $39,831 - $44,571
-781 Reduced 17.51%
3,680 $204,000
Q2 2024

Jul 12, 2024
SELL
$50.18 - $54.47 $17,663 - $19,173
-352 Reduced 7.31%
4,461 $231,000
Q4 2023

Jan 10, 2024
BUY
$42.71 - $53.09 $6,620 - $8,228
155 Added 3.33%
4,813 $251,000
Q3 2023

Oct 13, 2023
BUY
$45.07 - $49.71 $17,261 - $19,038
383 Added 8.96%
4,658 $212,000
Q2 2023

Jul 21, 2023
BUY
$41.44 - $46.39 $177,156 - $198,317
4,275 New
4,275 $198,000

Others Institutions Holding DFAT

# of Institutions
668
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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