Cypress Point Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 408,719 shares of DFIC stock, worth $11.2 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
408,719
Previous 362,494 12.75%
Holding current value
$11.2 Million
Previous $10.2 Million 3.58%
% of portfolio
3.67%
Previous 4.47%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.61 - $28.0 $1.18 Million - $1.29 Million
46,225 Added 12.75%
408,719 $10.6 Million
Q3 2024

Nov 01, 2024
BUY
$25.36 - $28.37 $960,991 - $1.08 Million
37,894 Added 11.67%
362,494 $10.2 Million
Q2 2024

Jul 26, 2024
BUY
$25.73 - $27.44 $694,298 - $740,440
26,984 Added 9.07%
324,600 $8.53 Million
Q1 2024

May 07, 2024
BUY
$24.62 - $26.83 $2.88 Million - $3.14 Million
117,064 Added 64.84%
297,616 $7.96 Million
Q4 2023

Jan 17, 2024
BUY
$22.18 - $25.58 $439,918 - $507,353
19,834 Added 12.34%
180,552 $4.61 Million
Q3 2023

Oct 31, 2023
BUY
$23.25 - $25.17 $2.22 Million - $2.41 Million
95,667 Added 147.06%
160,718 $3.75 Million
Q2 2023

Jul 20, 2023
BUY
$23.45 - $24.88 $754,456 - $800,464
32,173 Added 97.86%
65,051 $1.58 Million
Q1 2023

May 08, 2023
BUY
$22.5 - $24.64 $739,755 - $810,113
32,878 New
32,878 $791,000

Others Institutions Holding DFIC

# of Institutions
438
Shares Held
2.29B
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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