Cypress Point Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 2025
Number of Shares
228,390
Previous 227,308 0.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
N/A
1,082 Added 0.48%
228,390 $0
Q2 2025

Jul 10, 2025
BUY
N/A
155,755 Added 217.68%
227,308 $0
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
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