Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History

Cypress Point Wealth Management, LLC

$439 Million
Q3 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 36,758 shares of DFAE stock, worth $1.2 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

36,758

Previous 39,429 6.77%

Holding current value

$1.2 Million

Previous $1.14 Million 1.49%

% of portfolio

0.26%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$28.84 - $31.84 $77,031 - $85,044	-2,671 Reduced 6.77%	36,758 $1.16 Million
Q2 2025 Jul 10, 2025	BUY	$22.87 - $28.95 $708 - $897	31 Added 0.08%	39,429 $1.14 Million
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

617

Shares Held

180M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History