Cypress Point Wealth Management, LLC DFAI Holdings History
Cypress Point Wealth Management, LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-06-30, Cypress Point Wealth Management, LLC held 48,129.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $1.66 Mil. This investment constitutes 0.41% 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 2 sales at an average price of $31.06 for 21,284.00 shares. Based on historical transaction data and DFAI's current price of $34.37, Cypress Point Wealth Management, LLC's estimated gain on his DFAI holdings is $310,670.41, reflecting a 15.50% gain to date.
Cypress Point Wealth Management, LLC DFAI ($34.37) Holding Chart
Cypress Point Wealth Management, LLC DFAI ($34.37) 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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