Cypress Point Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Cypress Point Wealth Management, LLC

$228 Million
Q3 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 362,494 shares of DFIC stock, worth $9.52 Million. This represents 4.47% of its overall portfolio holdings.

Number of Shares

362,494

Previous 324,600 11.67%

Holding current value

$9.52 Million

Previous $8.53 Million 19.54%

% of portfolio

4.47%

Previous 4.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

364

Shares Held

234M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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 Dimensional Transaction History