Cypress Wealth Services, LLC Dimensional ETF Tr Transaction History

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024

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 13,170 shares of DFAU stock, worth $551,032. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,170
Previous 13,156 0.11%
Holding current value
$551,032
Previous $522,000 2.11%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jan 14, 2025
BUY
$39.27 - $42.38 $549 - $593
14 Added 0.11%
13,170 $533,000
Q3 2024

Oct 08, 2024
SELL
$35.8 - $39.69 $89,285 - $98,986
-2,494 Reduced 15.94%
13,156 $522,000
Q2 2024

Jul 12, 2024
SELL
$34.53 - $37.67 $44,129 - $48,142
-1,278 Reduced 7.55%
15,650 $586,000
Q4 2023

Jan 10, 2024
BUY
$28.58 - $33.37 $13,432 - $15,683
470 Added 2.86%
16,928 $562,000
Q3 2023

Oct 13, 2023
BUY
$29.79 - $32.13 $36,135 - $38,973
1,213 Added 7.96%
16,458 $492,000
Q2 2023

Jul 21, 2023
BUY
$28.25 - $30.99 $38,674 - $42,425
1,369 Added 9.87%
15,245 $472,000
Q4 2022

Jan 18, 2023
BUY
$25.24 - $28.83 $350,230 - $400,045
13,876 New
13,876 $0

Others Institutions Holding DFAU

# of Institutions
418
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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