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Dimensional Etf Trust shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) 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 $619k 17k 36.54
2023-12-31 $563k 17k 33.25
2023-09-30 $493k 17k 29.95
2023-06-30 $481k 15k 31.54
2023-03-31 $399k 14k 28.77
2022-12-31 $375k 14k 27.02

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

Modera Wealth Management
Sequoia Financial Advisors
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Blankinship & Foster
Kooman & Associates
Hanson McClain Advisors
Meridian Wealth Partners
Spinnaker Investment Group
AE Wealth Management
Buckingham Asset Management
Billeaud Capital Management
Wealth Enhancement Advisory Services
RVW Wealth
Evoke Wealth
Krilogy Financial

View all funds holding Dimensional Etf Trust