Cypress Wealth Services, LLC Dimensional ETF Tr Transaction History

Cypress Wealth Services, LLC

  • $555 Million
  • Q3 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 15,153 shares of DFAI stock, worth $562,024. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,153
Previous 13,056 16.06%
Holding current value
$562,024
Previous $451,000 21.95%
% of portfolio
0.1%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$34.05 - $36.55 $71,402 - $76,645
2,097 Added 16.06%
15,153 $550,000
Q2 2025

Jul 28, 2025
BUY
$28.02 - $34.71 $45,756 - $56,681
1,633 Added 14.3%
13,056 $451,000
Q1 2025

Apr 10, 2025
SELL
$28.88 - $32.4 $5,054 - $5,670
-175 Reduced 1.51%
11,423 $359,000
Q4 2024

Jan 14, 2025
BUY
$29.0 - $31.6 $870 - $948
30 Added 0.26%
11,598 $338,000
Q3 2024

Oct 08, 2024
SELL
$28.69 - $32.06 $67,737 - $75,693
-2,361 Reduced 16.95%
11,568 $367,000
Q2 2024

Jul 12, 2024
SELL
$28.93 - $30.91 $30,202 - $32,270
-1,044 Reduced 6.97%
13,929 $413,000
Q4 2023

Jan 10, 2024
BUY
$24.88 - $28.69 $10,001 - $11,533
402 Added 2.76%
14,973 $428,000
Q3 2023

Oct 13, 2023
BUY
$26.0 - $28.17 $32,760 - $35,494
1,260 Added 9.47%
14,571 $380,000
Q2 2023

Jul 21, 2023
BUY
$26.46 - $28.05 $29,211 - $30,967
1,104 Added 9.04%
13,311 $363,000
Q1 2023

Apr 07, 2023
BUY
$25.21 - $27.45 $14,420 - $15,701
572 Added 4.92%
12,207 $328,000
Q4 2022

Jan 18, 2023
BUY
$21.47 - $25.85 $249,803 - $300,764
11,635 New
11,635 $0

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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