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 $10.9 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares

168,511

Previous 117,630 43.26%

Holding current value

$10.9 Million

Previous $7.5 Million 35.83%

% of portfolio

3.72%

Previous 2.61%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

761

Shares Held

183M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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