Cypress Point Wealth Management, LLC DFUS Holdings History
Cypress Point Wealth Management, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Cypress Point Wealth Management, LLC held 168,511.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $10.19 Mil. This investment constitutes 3.23% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0.08% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q1. And since then Cypress Point Wealth Management, LLC has made 5 purchases of DFUS, at an average price of $60.63, for a total of 168,511.00 shares. Based on historical transaction data and DFUS's current price of $66.36, Cypress Point Wealth Management, LLC's estimated gain on his DFUS holdings is $965,493.37, reflecting a 9.45% gain to date.
Cypress Point Wealth Management, LLC DFUS ($66.36) Holding Chart
Cypress Point Wealth Management, LLC DFUS ($66.36) 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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