Cypress Point Wealth Management, LLC DFAC Holdings History
Cypress Point Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Cypress Point Wealth Management, LLC held 1.23 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $40.48 Mil. This investment constitutes 12.84% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0.13% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Cypress Point Wealth Management, LLC has made 15 purchases of DFAC, at an average price of $28.57, for a total of 1.23 Mil shares. Based on historical transaction data and DFAC's current price of $35.25, Cypress Point Wealth Management, LLC's estimated gain on his DFAC holdings is $8.20 Mil, reflecting a 23.39% gain to date.
Cypress Point Wealth Management, LLC DFAC ($35.25) Holding Chart
Cypress Point Wealth Management, LLC DFAC ($35.25) 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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