Cypress Wealth Services, LLC Dimensional ETF Tr Transaction History

Cypress Wealth Services, LLC

$468 Million
Q1 2025

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 12,733 shares of DFAU stock, worth $486,782. This represents 0.1% of its overall portfolio holdings.

Number of Shares

12,733

Previous 13,170 3.32%

Holding current value

$486,782

Previous $533,000 8.82%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	SELL	$37.84 - $42.29 $16,536 - $18,480	-437 Reduced 3.32%	12,733 $486,000
Q4 2024 Jan 14, 2025	BUY	$39.27 - $42.38 $549 - $593	14 Added 0.11%	13,170 $533,000
Q3 2024 Oct 08, 2024	SELL	$35.8 - $39.69 $89,285 - $98,986	-2,494 Reduced 15.94%	13,156 $522,000
Q2 2024 Jul 12, 2024	SELL	$34.53 - $37.67 $44,129 - $48,142	-1,278 Reduced 7.55%	15,650 $586,000
Q4 2023 Jan 10, 2024	BUY	$28.58 - $33.37 $13,432 - $15,683	470 Added 2.86%	16,928 $562,000
Q3 2023 Oct 13, 2023	BUY	$29.79 - $32.13 $36,135 - $38,973	1,213 Added 7.96%	16,458 $492,000
Q2 2023 Jul 21, 2023	BUY	$28.25 - $30.99 $38,674 - $42,425	1,369 Added 9.87%	15,245 $472,000
Q4 2022 Jan 18, 2023	BUY	$25.24 - $28.83 $350,230 - $400,045	13,876 New	13,876 $0

Others Institutions Holding DFAU

# of Institutions

486

Shares Held

2.18B

Call Options Held

Put Options Held

400

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Cypress Wealth Services, LLC Dimensional ETF Tr Transaction History