Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History
Cypress Point Wealth Management, LLC
- $178 Million
- Q1 2024
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 39,305 shares of DFAE stock, worth $1.04 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
39,305Holding current value
$1.04 Million% of portfolio
0.55%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
425Shares Held
119MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$335 Million1.22% of portfolio
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Ubs Group Ag5.12MShares$135 Million0.03% of portfolio
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Envestnet Asset Management Inc4.33MShares$114 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC3.9MShares$103 Million0.01% of portfolio
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Mercer Global Advisors Inc Denver, CO3.66MShares$96.8 Million0.26% of portfolio