Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 8,316 shares of DFAT stock, worth $473,596. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,316
Previous 10,149 18.06%
Holding current value
$473,596
Previous $547,000 11.52%
% of portfolio
0.11%
Previous 0.15%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$53.36 - $59.69 $97,808 - $109,411
-1,833 Reduced 18.06%
8,316 $484,000
Q2 2025

Jul 10, 2025
SELL
$44.8 - $53.97 $438,681 - $528,474
-9,792 Reduced 49.1%
10,149 $547,000
Q1 2025

Apr 16, 2025
SELL
$50.44 - $58.1 $223,146 - $257,034
-4,424 Reduced 18.16%
19,941 $1.03 Million
Q4 2024

Jan 21, 2025
SELL
$54.54 - $61.04 $285,407 - $319,422
-5,233 Reduced 17.68%
24,365 $1.36 Million
Q3 2024

Nov 01, 2024
BUY
$51.0 - $57.07 $63,342 - $70,880
1,242 Added 4.38%
29,598 $1.65 Million
Q2 2024

Jul 26, 2024
SELL
$50.18 - $54.47 $379,511 - $411,956
-7,563 Reduced 21.06%
28,356 $1.47 Million
Q1 2024

May 07, 2024
SELL
$49.45 - $54.43 $3.39 Million - $3.73 Million
-68,514 Reduced 65.61%
35,919 $1.96 Million
Q4 2023

Jan 17, 2024
SELL
$42.71 - $53.09 $3.55 Million - $4.41 Million
-83,037 Reduced 44.29%
104,433 $5.46 Million
Q3 2023

Oct 31, 2023
BUY
$45.07 - $49.71 $999,472 - $1.1 Million
22,176 Added 13.42%
187,470 $8.57 Million
Q2 2023

Jul 20, 2023
BUY
$41.44 - $46.39 $401,470 - $449,426
9,688 Added 6.23%
165,294 $7.67 Million
Q1 2023

May 08, 2023
BUY
$42.38 - $49.75 $3.54 Million - $4.15 Million
83,420 Added 115.56%
155,606 $6.92 Million
Q4 2022

Feb 01, 2023
BUY
$40.24 - $46.91 $1.89 Million - $2.2 Million
46,921 Added 185.72%
72,186 $3.17 Million
Q3 2022

Oct 31, 2022
BUY
$38.84 - $46.6 $322,760 - $387,246
8,310 Added 49.01%
25,265 $985,000
Q2 2022

Aug 08, 2022
BUY
$39.72 - $47.15 $673,452 - $799,428
16,955 New
16,955 $682,000
Q4 2021

Jan 27, 2022
SELL
$44.48 - $49.36 $19,927 - $22,113
-448 Closed
0 $0
Q3 2021

Nov 05, 2021
BUY
$41.66 - $45.84 $41 - $45
1 Added 0.22%
448 $20,000
Q2 2021

Aug 04, 2021
BUY
$43.52 - $46.03 $19,453 - $20,575
447 New
447 $20,000

Others Institutions Holding DFAT

# of Institutions
800
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
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More about DFAT
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