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

Cypress Point Wealth Management, LLC

  • $178 Million
  • Q1 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 15,153 shares of DFSV stock, worth $430,345. This represents 0.26% of its overall portfolio holdings.

Number of Shares
15,153
Previous 14,153 7.07%
Holding current value
$430,345
Previous $412,000 10.68%
% of portfolio
0.26%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
298
Shares Held
72.6M
Call Options Held
0
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
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