Cypress Point Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 2025
Number of Shares
72,690
Previous 112,836 35.58%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 07, 2025
SELL
N/A
-40,146 Reduced 35.58%
72,690 $0
Q2 2025

Jul 10, 2025
BUY
N/A
250 Added 0.22%
112,836 $0
Q1 2025

Apr 16, 2025
BUY
N/A
18,748 Added 19.98%
112,586 $0
Q4 2024

Jan 21, 2025
BUY
N/A
34,325 Added 57.68%
93,838 $0
Q3 2024

Nov 01, 2024
BUY
N/A
7,443 Added 14.29%
59,513 $0
Q2 2024

Jul 26, 2024
BUY
N/A
2,187 Added 4.38%
52,070 $0
Q1 2024

May 07, 2024
BUY
N/A
30,618 Added 158.93%
49,883 $0
Q4 2023

Jan 17, 2024
BUY
N/A
1,230 Added 6.82%
19,265 $0
Q3 2023

Oct 31, 2023
SELL
N/A
-2,075 Reduced 10.32%
18,035 $0
Q2 2023

Jul 20, 2023
BUY
N/A
20,110 New
20,110 $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