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

Cypress Wealth Services, LLC

$474 Million
Q4 2024

A detailed history of Cypress Wealth Services, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 3,685 shares of DFAT stock, worth $210,818. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,685

Previous 3,680 0.14%

Holding current value

$210,818

Previous $204,000 0.49%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$54.54 - $61.04 $272 - $305	5 Added 0.14%	3,685 $205,000
Q3 2024 Oct 08, 2024	SELL	$51.0 - $57.07 $39,831 - $44,571	-781 Reduced 17.51%	3,680 $204,000
Q2 2024 Jul 12, 2024	SELL	$50.18 - $54.47 $17,663 - $19,173	-352 Reduced 7.31%	4,461 $231,000
Q4 2023 Jan 10, 2024	BUY	$42.71 - $53.09 $6,620 - $8,228	155 Added 3.33%	4,813 $251,000
Q3 2023 Oct 13, 2023	BUY	$45.07 - $49.71 $17,261 - $19,038	383 Added 8.96%	4,658 $212,000
Q2 2023 Jul 21, 2023	BUY	$41.44 - $46.39 $177,156 - $198,317	4,275 New	4,275 $198,000

Others Institutions Holding DFAT

# of Institutions

693

Shares Held

160M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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