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Dimensional Etf Trust shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $453k 15k 30.22
2023-12-31 $429k 15k 28.64
2023-09-30 $380k 15k 26.11
2023-06-30 $371k 13k 27.88
2023-03-31 $329k 12k 26.95
2022-12-31 $291k 12k 25.04

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Cypress Wealth Services

Top funds holding Dimensional Etf Trust

Sym Financial Corporation
Cable Hill Partners
Bank of America Corporation
CI Private Wealth
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Marquette Asset Management
Resources Investment Advisors
LVZ Advisors
Wilbanks Smith & Thomas Asset Management
RVW Wealth
Mariner Wealth Advisors
Evoke Wealth
Private Ocean
Root Financial Partners

View all funds holding Dimensional Etf Trust