Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History
Cypress Point Wealth Management, LLC
- $288 Million
- Q4 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 70,022 shares of DFAX stock, worth $1.85 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
70,022
Previous 64,622
8.36%
Holding current value
$1.85 Million
Previous $1.75 Million
0.29%
% of portfolio
0.6%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
574Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio