Cypress Point Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Cypress Point Wealth Management, LLC

  • $361 Million
  • Q2 2025
Number of Shares
8,634
Previous 8,579 0.64%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
N/A
55 Added 0.64%
8,634 $0
Q1 2025

Apr 16, 2025
BUY
N/A
42 Added 0.49%
8,579 $0
Q4 2024

Jan 21, 2025
SELL
N/A
-377 Reduced 4.23%
8,537 $0
Q3 2024

Nov 01, 2024
BUY
N/A
3,074 Added 52.64%
8,914 $0
Q2 2024

Jul 26, 2024
BUY
N/A
70 Added 1.21%
5,840 $0
Q1 2024

May 07, 2024
BUY
N/A
5,770 New
5,770 $0
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