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 131,463 shares of DFAU stock, worth $4.97 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
131,463
Previous 90,468 45.31%
Holding current value
$4.97 Million
Previous $3.01 Million 59.67%
% of portfolio
2.7%
Previous 2.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
386
Shares Held
95.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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