Cypress Point Wealth Management, LLC DFIC Holdings History
Cypress Point Wealth Management, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, Cypress Point Wealth Management, LLC held 432,978.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $12.02 Mil. This investment constitutes 3.81% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0.15% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2023Q1. And since then Cypress Point Wealth Management, LLC has made 9 purchases of DFIC, at an average price of $25.41, for a total of 432,978.00 shares. Based on historical transaction data and DFIC's current price of $30.71, Cypress Point Wealth Management, LLC's estimated gain on his DFIC holdings is $2.29 Mil, reflecting a 20.84% gain to date.
Cypress Point Wealth Management, LLC DFIC ($30.71) Holding Chart
Cypress Point Wealth Management, LLC DFIC ($30.71) 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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