Cypress Point Wealth Management, LLC DFAI Holdings History
Cypress Point Wealth Management, LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Cypress Point Wealth Management, LLC held 50,291.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $1.57 Mil. This investment constitutes 0.5% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0.02% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2022Q4. And since then Cypress Point Wealth Management, LLC has made 9 purchases of DFAI, at an average price of $28.88, for a total of 69,413.00 shares. In addition, there have been 1 sales at an average price of $30.87 for 19,122.00 shares. Based on historical transaction data and DFAI's current price of $34.67, Cypress Point Wealth Management, LLC's estimated gain on his DFAI holdings is $329,281.77, reflecting a 16.43% gain to date.
Cypress Point Wealth Management, LLC DFAI ($34.67) Holding Chart
Cypress Point Wealth Management, LLC DFAI ($34.67) 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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