Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History

Cypress Point Wealth Management, LLC

  • $228 Million
  • Q3 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 64,622 shares of DFAX stock, worth $1.6 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
64,622
Previous 56,222 14.94%
Holding current value
$1.6 Million
Previous $1.43 Million 22.11%
% of portfolio
0.76%
Previous 0.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$24.29 - $27.25 $204,036 - $228,900
8,400 Added 14.94%
64,622 $1.75 Million
Q2 2024

Jul 26, 2024
BUY
$24.57 - $26.36 $126,584 - $135,806
5,152 Added 10.09%
56,222 $1.43 Million
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
512
Shares Held
221M
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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