Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 27,900 shares of DFUS stock, worth $1.67 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
27,900Holding current value
$1.67 Million% of portfolio
0.89%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
596Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
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Index Fund Advisors, Inc.5.99MShares$360 Million19.27% of portfolio
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Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
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Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
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Mercer Global Advisors Inc Denver, CO3.79MShares$228 Million0.61% of portfolio