Cypress Point Wealth Management, LLC Dimensional ETF Tr Transaction History
Cypress Point Wealth Management, LLC
- $274 Million
- Q1 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 165,109 shares of DFAU stock, worth $6.06 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
165,109
Previous 168,812
2.19%
Holding current value
$6.06 Million
Previous $6.84 Million
7.15%
% of portfolio
2.32%
Previous 2.37%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
489Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$207 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$152 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$133 Million45.35% of portfolio