Cypress Point Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 362,494 shares of DFIC stock, worth $9.37 Million. This represents 4.47% of its overall portfolio holdings.
Number of Shares
362,494
Previous 324,600
11.67%
Holding current value
$9.37 Million
Previous $8.53 Million
19.54%
% of portfolio
4.47%
Previous 4.49%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$698 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$665 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$408 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio