Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History
Cypress Point Wealth Management, LLC
- $288 Million
- Q4 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 39,390 shares of DFAE stock, worth $1.02 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
39,390
Previous 39,367
0.06%
Holding current value
$1.02 Million
Previous $1.08 Million
7.51%
% of portfolio
0.35%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding DFAE
# of Institutions
540Shares Held
169MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$404 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$329 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$232 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$119 Million0.01% of portfolio