Cypress Point Wealth Management, LLC DCOR Holdings History
Cypress Point Wealth Management, LLC's Dimensional US Core Equity 1 ETF Holding Summary
As of 2025-06-30, Cypress Point Wealth Management, LLC held 227,308.00 shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $15.20 Mil. This investment constitutes 3.7% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0.84% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.
The initial trade took place in 2023Q4. And since then Cypress Point Wealth Management, LLC has made 7 purchases of DCOR, at an average price of $61.15, for a total of 227,308.00 shares. Based on historical transaction data and DCOR's current price of $68.08, Cypress Point Wealth Management, LLC's estimated gain on his DCOR holdings is $1.58 Mil, reflecting a 11.33% gain to date.
Cypress Point Wealth Management, LLC DCOR ($68.08) Holding Chart
Cypress Point Wealth Management, LLC DCOR ($68.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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