Cypress Point Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 122,772 shares of DFAU stock, worth $5.72 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
122,772
Previous 125,125 1.88%
Holding current value
$5.72 Million
Previous $5.3 Million 6.0%
% of portfolio
1.28%
Previous 1.47%

Shares

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

Oct 07, 2025
SELL
$42.42 - $45.96 $99,814 - $108,143
-2,353 Reduced 1.88%
122,772 $5.62 Million
Q2 2025

Jul 10, 2025
SELL
$34.04 - $42.36 $1.36 Million - $1.69 Million
-39,984 Reduced 24.22%
125,125 $5.3 Million
Q1 2025

Apr 16, 2025
SELL
$37.84 - $42.29 $140,121 - $156,599
-3,703 Reduced 2.19%
165,109 $6.35 Million
Q4 2024

Jan 21, 2025
SELL
$39.27 - $42.38 $69,350 - $74,843
-1,766 Reduced 1.04%
168,812 $6.84 Million
Q3 2024

Nov 01, 2024
BUY
$35.8 - $39.69 $1.43 Million - $1.58 Million
39,899 Added 30.53%
170,578 $6.77 Million
Q2 2024

Jul 26, 2024
SELL
$34.53 - $37.67 $27,071 - $29,533
-784 Reduced 0.6%
130,679 $4.9 Million
Q1 2024

May 07, 2024
BUY
$32.59 - $36.54 $1.34 Million - $1.5 Million
40,995 Added 45.31%
131,463 $4.8 Million
Q4 2023

Jan 17, 2024
SELL
$28.58 - $33.37 $462,681 - $540,226
-16,189 Reduced 15.18%
90,468 $3.01 Million
Q3 2023

Oct 31, 2023
BUY
$29.79 - $32.13 $2.79 Million - $3.01 Million
93,737 Added 725.52%
106,657 $3.19 Million
Q2 2023

Jul 20, 2023
BUY
$28.25 - $30.99 $88,027 - $96,564
3,116 Added 31.78%
12,920 $400,000
Q1 2023

May 08, 2023
BUY
$26.87 - $29.65 $263,433 - $290,688
9,804 New
9,804 $282,000

Others Institutions Holding DFAU

# of Institutions
537
Shares Held
146M
Call Options Held
58.3K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Cypress Point Wealth Management, LLC Portfolio

Follow Cypress Point Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Point Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Point Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email