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 20,878 shares of DFSV stock, worth $662,876. This represents 0.22% of its overall portfolio holdings.

Number of Shares
20,878
Previous 19,953 4.64%
Holding current value
$662,876
Previous $614,000 4.56%
% of portfolio
0.22%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
368
Shares Held
100M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Cypress Point Wealth Management, LLC Portfolio

Follow Cypress Point Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email