Cypress Point Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Cypress Point Wealth Management, LLC

  • $361 Million
  • Q2 2025
Number of Shares
112,836
Previous 112,586 0.22%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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