Cypress Point Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cypress Point Wealth Management, LLC
- $190 Million
- Q2 2024
A detailed history of Cypress Point Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 324,600 shares of DFIC stock, worth $8.98 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
324,600
Previous 297,616
9.07%
Holding current value
$8.98 Million
Previous $7.96 Million
7.19%
% of portfolio
4.49%
Previous 4.48%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$658 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$646 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$422 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$159 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio