Cypress Point Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Cypress Point Wealth Management, LLC

  • $274 Million
  • Q1 2025
Number of Shares
71,553
Previous 65,220 9.71%
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
Q1 2025

Apr 16, 2025
BUY
N/A
6,333 Added 9.71%
71,553 $0
Q4 2024

Jan 21, 2025
BUY
N/A
10,220 Added 18.58%
65,220 $0
Q3 2024

Nov 01, 2024
BUY
N/A
16,119 Added 41.46%
55,000 $0
Q2 2024

Jul 26, 2024
BUY
N/A
15,193 Added 64.14%
38,881 $0
Q1 2024

May 07, 2024
BUY
N/A
16,894 Added 248.66%
23,688 $0
Q4 2023

Jan 17, 2024
BUY
N/A
6,794 New
6,794 $0
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