Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History

Cypress Point Wealth Management, LLC

  • $274 Million
  • Q1 2025

A detailed history of Cypress Point Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 39,398 shares of DFAE stock, worth $985,737. This represents 0.37% of its overall portfolio holdings.

Number of Shares
39,398
Previous 39,390 0.02%
Holding current value
$985,737
Previous $998,000 2.2%
% of portfolio
0.37%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$24.64 - $26.86 $197 - $214
8 Added 0.02%
39,398 $1.02 Million
Q4 2024

Jan 21, 2025
BUY
$25.36 - $28.15 $583 - $647
23 Added 0.06%
39,390 $998,000
Q3 2024

Nov 01, 2024
BUY
$24.46 - $27.82 $880 - $1,001
36 Added 0.09%
39,367 $1.08 Million
Q2 2024

Jul 26, 2024
BUY
$24.03 - $26.3 $624 - $683
26 Added 0.07%
39,331 $1.02 Million
Q1 2024

May 07, 2024
BUY
$22.74 - $24.88 $893,795 - $977,908
39,305 New
39,305 $971,000

Others Institutions Holding DFAE

# of Institutions
538
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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