Cfs Investment Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q4 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 13,827 shares of DFAR stock, worth $324,104. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,827
Previous 13,762 0.47%
Holding current value
$324,104
Previous $353,000 8.78%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$22.72 - $25.76 $1,476 - $1,674
65 Added 0.47%
13,827 $322,000
Q3 2024

Nov 12, 2024
BUY
$21.91 - $26.03 $2,892 - $3,435
132 Added 0.97%
13,762 $353,000
Q2 2024

Aug 13, 2024
BUY
$20.41 - $22.23 $3,163 - $3,445
155 Added 1.15%
13,630 $301,000
Q1 2024

May 15, 2024
SELL
$21.28 - $22.96 $40,729 - $43,945
-1,914 Reduced 12.44%
13,475 $301,000
Q4 2023

Feb 13, 2024
SELL
$18.45 - $23.08 $11,494 - $14,378
-623 Reduced 3.89%
15,389 $350,000
Q3 2023

Nov 14, 2023
BUY
$19.26 - $22.35 $308 - $357
16 Added 0.1%
16,012 $313,000
Q2 2023

Jul 21, 2023
SELL
$20.22 - $21.63 $7,238 - $7,743
-358 Reduced 2.19%
15,996 $344,000
Q1 2023

May 05, 2023
BUY
$19.83 - $23.92 $40,274 - $48,581
2,031 Added 14.18%
16,354 $351,000
Q4 2022

Feb 13, 2023
BUY
$19.45 - $22.52 $11,728 - $13,579
603 Added 4.4%
14,323 $303,000
Q3 2022

Nov 02, 2022
SELL
$20.34 - $25.89 $5.46 Million - $6.95 Million
-268,362 Reduced 95.14%
13,720 $282,000
Q3 2022

Oct 31, 2022
BUY
$20.34 - $25.89 $5.74 Million - $7.3 Million
282,082 New
282,082 $14,000

Others Institutions Holding DFAR

# of Institutions
223
Shares Held
36.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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