Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Cypress Point Wealth Management, LLC

  • $274 Million
  • Q1 2025

A detailed history of Cypress Point Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 168,511 shares of DFUS stock, worth $9.76 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares
168,511
Previous 117,630 43.26%
Holding current value
$9.76 Million
Previous $7.5 Million 35.83%
% of portfolio
3.72%
Previous 2.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$59.61 - $66.71 $3.03 Million - $3.39 Million
50,881 Added 43.26%
168,511 $10.2 Million
Q4 2024

Jan 21, 2025
BUY
$61.52 - $66.5 $2.5 Million - $2.71 Million
40,715 Added 52.94%
117,630 $7.5 Million
Q3 2024

Nov 01, 2024
BUY
$56.04 - $62.2 $1.03 Million - $1.15 Million
18,425 Added 31.5%
76,915 $4.78 Million
Q2 2024

Jul 26, 2024
BUY
$53.83 - $59.14 $1.65 Million - $1.81 Million
30,590 Added 109.64%
58,490 $3.44 Million
Q1 2024

May 07, 2024
BUY
$50.79 - $56.98 $1.42 Million - $1.59 Million
27,900 New
27,900 $1.59 Million

Others Institutions Holding DFUS

# of Institutions
742
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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