Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History

Cypress Point Wealth Management, LLC

$361 Million
Q2 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 48,565 shares of DFAX stock, worth $1.46 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

48,565

Previous 46,472 4.5%

Holding current value

$1.46 Million

Previous $1.22 Million 17.17%

% of portfolio

0.4%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$23.37 - $29.39 $48,913 - $61,513	2,093 Added 4.5%	48,565 $1.43 Million
Q1 2025 Apr 16, 2025	SELL	$24.45 - $27.2 $575,797 - $640,560	-23,550 Reduced 33.63%	46,472 $1.22 Million
Q4 2024 Jan 21, 2025	BUY	$24.76 - $27.04 $133,704 - $146,016	5,400 Added 8.36%	70,022 $1.74 Million
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

628

Shares Held

251M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

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.

Account

Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History