Cypress Wealth Services, LLC Dimensional ETF Tr U S Small C Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
A detailed history of Cypress Wealth Services, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 29,510 shares of DFAS stock, worth $1.98 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
29,510
Previous 30,141
2.09%
Holding current value
$1.98 Million
Previous $1.92 Million
5.21%
% of portfolio
0.36%
Previous 0.37%
Shares
18 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio