Cypress Wealth Services, LLC Dimensional ETF Tr U S Small C Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

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 35,542 shares of DFAS stock, worth $2.34 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

35,542

Previous 37,942 6.33%

Holding current value

$2.34 Million

Previous $2.28 Million 1.14%

% of portfolio

0.49%

Previous 0.52%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$59.25 - $65.33 $142,200 - $156,792	-2,400 Reduced 6.33%	35,542 $2.31 Million
Q2 2024 Jul 12, 2024	SELL	$57.42 - $62.37 $12,517 - $13,596	-218 Reduced 0.57%	37,942 $2.28 Million
Q1 2024 Apr 15, 2024	BUY	$56.66 - $62.34 $7,025 - $7,730	124 Added 0.33%	38,160 $2.38 Million
Q4 2023 Jan 10, 2024	SELL	$48.83 - $60.51 $59,865 - $74,185	-1,226 Reduced 3.12%	38,036 $2.27 Million
Q3 2023 Oct 13, 2023	SELL	$51.84 - $57.67 $37,013 - $41,176	-714 Reduced 1.79%	39,262 $2.06 Million
Q2 2023 Jul 21, 2023	BUY	$49.85 - $54.8 $15,004 - $16,494	301 Added 0.76%	39,976 $2.19 Million
Q1 2023 Apr 07, 2023	SELL	$50.35 - $57.8 $75,071 - $86,179	-1,491 Reduced 3.62%	39,675 $2.09 Million
Q4 2022 Jan 18, 2023	BUY	$47.77 - $54.73 $42,371 - $48,545	887 Added 2.2%	41,166 $0
Q3 2022 Oct 14, 2022	BUY	$46.47 - $55.84 $7,946 - $9,548	171 Added 0.43%	40,279 $1.94 Million
Q2 2022 Jul 27, 2022	SELL	$46.65 - $56.4 $229,704 - $277,713	-4,924 Reduced 10.93%	40,108 $1.93 Million
Q1 2022 Apr 22, 2022	BUY	$53.45 - $60.82 $75,043 - $85,391	1,404 Added 3.22%	45,032 $2.53 Million
Q4 2021 Jan 19, 2022	BUY	$56.67 - $63.93 $107,049 - $120,763	1,889 Added 4.53%	43,628 $2.62 Million
Q3 2021 Oct 13, 2021	BUY	$54.69 - $59.43 $71,807 - $78,031	1,313 Added 3.25%	41,739 $2.4 Million
Q2 2021 Jul 14, 2021	BUY	$56.37 - $58.95 $2.28 Million - $2.38 Million	40,426 New	40,426 $2.36 Million

Others Institutions Holding DFAS

# of Institutions

689

Shares Held

107M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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Cypress Wealth Services, LLC Dimensional ETF Tr U S Small C Transaction History