Cypress Wealth Services, LLC Dimensional ETF Tr Us Marketwi Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

A detailed history of Cypress Wealth Services, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 61,294 shares of DFUV stock, worth $2.64 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

61,294

Previous 62,009 1.15%

Holding current value

$2.64 Million

Previous $2.44 Million 4.93%

% of portfolio

0.55%

Previous 0.55%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$38.51 - $41.69 $27,534 - $29,808	-715 Reduced 1.15%	61,294 $2.56 Million
Q2 2024 Jul 12, 2024	BUY	$38.53 - $40.76 $17,377 - $18,382	451 Added 0.73%	62,009 $2.44 Million
Q1 2024 Apr 15, 2024	SELL	$36.22 - $40.9 $15,719 - $17,750	-434 Reduced 0.7%	61,558 $2.52 Million
Q4 2023 Jan 10, 2024	SELL	$31.85 - $37.39 $115,806 - $135,950	-3,636 Reduced 5.54%	61,992 $2.31 Million
Q3 2023 Oct 13, 2023	SELL	$33.83 - $36.19 $139,751 - $149,500	-4,131 Reduced 5.92%	65,628 $2.23 Million
Q2 2023 Jul 21, 2023	SELL	$32.32 - $34.5 $29,088 - $31,050	-900 Reduced 1.27%	69,759 $2.41 Million
Q1 2023 Apr 07, 2023	SELL	$31.9 - $35.83 $64,693 - $72,663	-2,028 Reduced 2.79%	70,659 $2.37 Million
Q4 2022 Jan 18, 2023	SELL	$30.23 - $35.36 $28,537 - $33,379	-944 Reduced 1.28%	72,687 $0
Q3 2022 Oct 14, 2022	BUY	$29.6 - $34.78 $4,824 - $5,669	163 Added 0.22%	73,631 $2.26 Million
Q2 2022 Jul 27, 2022	BUY	$30.92 - $35.31 $2.27 Million - $2.59 Million	73,468 New	73,468 $2.32 Million

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Account

Cypress Wealth Services, LLC Dimensional ETF Tr Us Marketwi Transaction History