Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 76,915 shares of DFUS stock, worth $5.03 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
76,915
Previous 58,490 31.5%
Holding current value
$5.03 Million
Previous $3.44 Million 38.99%
% of portfolio
2.1%
Previous 1.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$56.04 - $62.2 $1.03 Million - $1.15 Million
18,425 Added 31.5%
76,915 $4.78 Million
Q2 2024

Jul 26, 2024
BUY
$53.83 - $59.14 $1.65 Million - $1.81 Million
30,590 Added 109.64%
58,490 $3.44 Million
Q1 2024

May 07, 2024
BUY
$50.79 - $56.98 $1.42 Million - $1.59 Million
27,900 New
27,900 $1.59 Million

Others Institutions Holding DFUS

# of Institutions
645
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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