Cypress Point Wealth Management, LLC DFAU Holdings History
Cypress Point Wealth Management, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-06-30, Cypress Point Wealth Management, LLC held 125,125.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $5.30 Mil. This investment constitutes 1.29% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0.06% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2023Q1. And since then Cypress Point Wealth Management, LLC has made 5 purchases of DFAU, at an average price of $33.21, for a total of 187,551.00 shares. In addition, there have been 5 sales at an average price of $37.17 for 62,426.00 shares. Based on historical transaction data and DFAU's current price of $43.11, Cypress Point Wealth Management, LLC's estimated gain on his DFAU holdings is $1.49 Mil, reflecting a 23.84% gain to date.
Cypress Point Wealth Management, LLC DFAU ($43.11) Holding Chart
Cypress Point Wealth Management, LLC DFAU ($43.11) 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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