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 69,413 shares of DFAI stock, worth $2.14 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
69,413
Previous 61,613
12.66%
Holding current value
$2.14 Million
Previous $1.96 Million
3.47%
% of portfolio
0.7%
Previous 0.86%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
614Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$996 Million6.3% of portfolio
-
Sym Financial Corp6.65MShares$205 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$185 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$185 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$172 Million17.39% of portfolio