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 50,291 shares of DFAI stock, worth $1.72 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

50,291

Previous 69,413 27.55%

Holding current value

$1.72 Million

Previous $2.03 Million 22.51%

% of portfolio

0.57%

Previous 0.7%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$28.88 - $32.4 $552,243 - $619,552	-19,122 Reduced 27.55%	50,291 $1.57 Million
Q4 2024 Jan 21, 2025	BUY	$29.0 - $31.6 $226,200 - $246,480	7,800 Added 12.66%	69,413 $2.03 Million
Q3 2024 Nov 01, 2024	BUY	$28.69 - $32.06 $762,580 - $852,154	26,580 Added 75.87%	61,613 $1.96 Million
Q2 2024 Jul 26, 2024	BUY	$28.93 - $30.91 $311,865 - $333,209	10,780 Added 44.45%	35,033 $1.04 Million
Q1 2024 May 07, 2024	BUY	$27.74 - $30.27 $136,147 - $148,565	4,908 Added 25.37%	24,253 $732,000
Q4 2023 Jan 17, 2024	BUY	$24.88 - $28.69 $159,903 - $184,390	6,427 Added 49.75%	19,345 $554,000
Q3 2023 Oct 31, 2023	BUY	$26.0 - $28.17 $52 - $56	2 Added 0.02%	12,918 $337,000
Q2 2023 Jul 20, 2023	BUY	$26.46 - $28.05 $132 - $140	5 Added 0.04%	12,916 $352,000
Q1 2023 May 08, 2023	BUY	$25.21 - $27.45 $87,629 - $95,416	3,476 Added 36.84%	12,911 $347,000
Q4 2022 Feb 01, 2023	BUY	$21.47 - $25.85 $202,569 - $243,894	9,435 New	9,435 $236,000

Others Institutions Holding DFAI

# of Institutions

645

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History