Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History

Cypress Point Wealth Management, LLC

$274 Million
Q1 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 165,109 shares of DFAU stock, worth $6.75 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

165,109

Previous 168,812 2.19%

Holding current value

$6.75 Million

Previous $6.84 Million 7.15%

% of portfolio

2.32%

Previous 2.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

504

Shares Held

133M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History