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

Cypress Point Wealth Management, LLC

  • $361 Million
  • Q2 2025

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 14,153 shares of DFSV stock, worth $422,042. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,153
Previous 20,878 32.21%
Holding current value
$422,042
Previous $587,000 29.13%
% of portfolio
0.12%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$24.21 - $29.47 $162,812 - $198,185
-6,725 Reduced 32.21%
14,153 $416,000
Q4 2024

Jan 21, 2025
BUY
$30.18 - $33.87 $27,916 - $31,329
925 Added 4.64%
20,878 $642,000
Q3 2024

Nov 01, 2024
BUY
$28.25 - $31.7 $81,925 - $91,930
2,900 Added 17.01%
19,953 $614,000
Q2 2024

Jul 26, 2024
BUY
$27.81 - $30.13 $52,839 - $57,247
1,900 Added 12.54%
17,053 $490,000
Q1 2024

May 07, 2024
BUY
$27.45 - $30.1 $27,450 - $30,100
1,000 Added 7.07%
15,153 $456,000
Q4 2023

Jan 17, 2024
BUY
$23.61 - $29.53 $334,152 - $417,938
14,153 New
14,153 $412,000

Others Institutions Holding DFSV

# of Institutions
473
Shares Held
130M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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