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 46,472 shares of DFAX stock, worth $1.2 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
46,472
Previous 70,022 33.63%
Holding current value
$1.2 Million
Previous $1.74 Million 30.06%
% of portfolio
0.44%
Previous 0.6%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
580
Shares Held
245M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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