Cypress Point Wealth Management, LLC DFAX Holdings History
Cypress Point Wealth Management, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Cypress Point Wealth Management, LLC held 46,472.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $1.22 Mil. This investment constitutes 0.39% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0.02% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2023Q4. And since then Cypress Point Wealth Management, LLC has made 5 purchases of DFAX, at an average price of $23.81, for a total of 70,022.00 shares. In addition, there have been 1 sales at an average price of $25.96 for 23,550.00 shares. Based on historical transaction data and DFAX's current price of $29.63, Cypress Point Wealth Management, LLC's estimated gain on his DFAX holdings is $321,005.34, reflecting a 19.25% gain to date.
Cypress Point Wealth Management, LLC DFAX ($29.63) Holding Chart
Cypress Point Wealth Management, LLC DFAX ($29.63) 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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