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 24,253 shares of DFAI stock, worth $733,895. This represents 0.41% of its overall portfolio holdings.

Number of Shares
24,253
Previous 19,345 25.37%
Holding current value
$733,895
Previous $554,000 32.13%
% of portfolio
0.41%
Previous 0.43%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$23.24 - $25.85 $219,269 - $243,894
9,435 New
9,435 $236,000

Others Institutions Holding DFAI

# of Institutions
495
Shares Held
143M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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