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

Cypress Point Wealth Management, LLC

$228 Million
Q3 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 29,598 shares of DFAT stock, worth $1.66 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

29,598

Previous 28,356 4.38%

Holding current value

$1.66 Million

Previous $1.47 Million 11.97%

% of portfolio

0.72%

Previous 0.77%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$51.0 - $57.07 $63,342 - $70,880	1,242 Added 4.38%	29,598 $1.65 Million
Q2 2024 Jul 26, 2024	SELL	$50.18 - $54.47 $379,511 - $411,956	-7,563 Reduced 21.06%	28,356 $1.47 Million
Q1 2024 May 07, 2024	SELL	$49.45 - $54.43 $3.39 Million - $3.73 Million	-68,514 Reduced 65.61%	35,919 $1.96 Million
Q4 2023 Jan 17, 2024	SELL	$42.71 - $53.09 $3.55 Million - $4.41 Million	-83,037 Reduced 44.29%	104,433 $5.46 Million
Q3 2023 Oct 31, 2023	BUY	$45.07 - $49.71 $999,472 - $1.1 Million	22,176 Added 13.42%	187,470 $8.57 Million
Q2 2023 Jul 20, 2023	BUY	$41.44 - $46.39 $401,470 - $449,426	9,688 Added 6.23%	165,294 $7.67 Million
Q1 2023 May 08, 2023	BUY	$42.38 - $49.75 $3.54 Million - $4.15 Million	83,420 Added 115.56%	155,606 $6.92 Million
Q4 2022 Feb 01, 2023	BUY	$40.24 - $46.91 $1.89 Million - $2.2 Million	46,921 Added 185.72%	72,186 $3.17 Million
Q3 2022 Oct 31, 2022	BUY	$38.84 - $46.6 $322,760 - $387,246	8,310 Added 49.01%	25,265 $985,000
Q2 2022 Aug 08, 2022	BUY	$39.72 - $47.15 $673,452 - $799,428	16,955 New	16,955 $682,000
Q4 2021 Jan 27, 2022	SELL	$44.48 - $49.36 $19,927 - $22,113	-448 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$41.66 - $45.84 $41 - $45	1 Added 0.22%	448 $20,000
Q2 2021 Aug 04, 2021	BUY	$43.52 - $46.03 $19,453 - $20,575	447 New	447 $20,000

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History