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 51,070 shares of DFAX stock, worth $1.32 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
51,070
Previous 44,670 14.33%
Holding current value
$1.32 Million
Previous $1.09 Million 19.17%
% of portfolio
0.73%
Previous 0.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$23.42 - $25.45 $149,888 - $162,880
6,400 Added 14.33%
51,070 $1.3 Million
Q4 2023

Jan 17, 2024
BUY
$21.44 - $24.42 $957,724 - $1.09 Million
44,670 New
44,670 $1.09 Million

Others Institutions Holding DFAX

# of Institutions
478
Shares Held
213M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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