Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Cypress Point Wealth Management, LLC
- $190 Million
- Q2 2024
A detailed history of Cypress Point Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 28,356 shares of DFAT stock, worth $1.55 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
28,356
Previous 35,919
21.06%
Holding current value
$1.55 Million
Previous $1.96 Million
24.81%
% of portfolio
0.77%
Previous 1.1%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$777 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$678 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$471 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$409 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$264 Million2.47% of portfolio