CYPRESS WEALTH SERVICES, LLC – Dimensional U.S. Small Cap ETF Transaction History
CYPRESS WEALTH SERVICES, LLC portfolio value:
$1.93M
portfolio value
CYPRESS WEALTH SERVICES, LLC quarter portfolio value change:
-3.08%
quarter
Dimensional U.S. Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.43% | 171 shares | 10K | $46.52 | 40.27K |
| Q2 2022 | share | Decrease | -8.07% | -3.52K shares | -692K | $48 | 40.10K |
| Q4 2021 | share | Increase | +4.53% | 1.88K shares | 217K | $60.02 | 43.62K |
| Q3 2021 | share | Increase | +3.25% | 1.31K shares | 39K | $57.5 | 41.73K |
| Q2 2021 | share | Increase | 0.00% | 40.42K shares | 2.36M | $58.26 | 40.42K |