Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Cypress Point Wealth Management, LLC

  • $288 Million
  • Q4 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 1,122,198 shares of DFAC stock, worth $39.3 Million. This represents 13.48% of its overall portfolio holdings.

Number of Shares
1,122,198
Previous 1,022,812 9.72%
Holding current value
$39.3 Million
Previous $35.1 Million 10.71%
% of portfolio
13.48%
Previous 15.36%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$33.92 - $36.6 $3.37 Million - $3.64 Million
99,386 Added 9.72%
1,122,198 $38.8 Million
Q3 2024

Nov 01, 2024
BUY
$31.05 - $34.29 $964,940 - $1.07 Million
31,077 Added 3.13%
1,022,812 $35.1 Million
Q2 2024

Jul 26, 2024
BUY
$30.09 - $32.37 $890,423 - $957,893
29,592 Added 3.08%
991,735 $32 Million
Q1 2024

May 07, 2024
BUY
$28.62 - $31.95 $9.14 Million - $10.2 Million
319,216 Added 49.65%
962,143 $30.7 Million
Q4 2023

Jan 17, 2024
BUY
$24.91 - $29.38 $1.69 Million - $1.99 Million
67,674 Added 11.76%
642,927 $18.8 Million
Q3 2023

Oct 31, 2023
BUY
$26.05 - $28.22 $982,553 - $1.06 Million
37,718 Added 7.02%
575,253 $15.1 Million
Q2 2023

Jul 20, 2023
BUY
$24.86 - $27.15 $545,428 - $595,671
21,940 Added 4.26%
537,535 $14.6 Million
Q1 2023

May 08, 2023
BUY
$24.18 - $26.58 $991,186 - $1.09 Million
40,992 Added 8.64%
515,595 $13.1 Million
Q4 2022

Feb 01, 2023
BUY
$22.49 - $25.81 $6.47 Million - $7.43 Million
287,711 Added 153.95%
474,603 $11.5 Million
Q3 2022

Oct 31, 2022
BUY
$22.24 - $26.54 $505,804 - $603,599
22,743 Added 13.86%
186,892 $4.16 Million
Q2 2022

Aug 08, 2022
BUY
$22.75 - $27.77 $1.25 Million - $1.53 Million
54,975 Added 50.36%
164,149 $3.83 Million
Q1 2022

Apr 29, 2022
BUY
$25.76 - $29.21 $1.08 Million - $1.23 Million
41,995 Added 62.51%
109,174 $3.01 Million
Q4 2021

Jan 27, 2022
BUY
$26.63 - $29.09 $106,972 - $116,854
4,017 Added 6.36%
67,179 $1.95 Million
Q2 2021

Aug 04, 2021
BUY
$25.92 - $26.98 $1.64 Million - $1.7 Million
63,162 New
63,162 $1.7 Million

Others Institutions Holding DFAC

# of Institutions
1,054
Shares Held
797M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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