CPWM
Cypress Point Wealth Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
227,308
+155,755
| +218% | +$10.4M | 3.7% | 4 |
|
|
2025
Q1 | $4.39M | Buy |
71,553
+6,333
| +10% | +$388K | 1.39% | 12 |
|
|
2024
Q4 | $4.18M | Buy |
65,220
+10,220
| +19% | +$656K | 1.3% | 13 |
|
|
2024
Q3 | $3.48M | Buy |
55,000
+16,119
| +41% | +$1.02M | 1.37% | 16 |
|
|
2024
Q2 | $2.31M | Buy |
38,881
+15,193
| +64% | +$904K | 1.1% | 24 |
|
|
2024
Q1 | $1.39M | Buy |
23,688
+16,894
| +249% | +$991K | 0.71% | 34 |
|
|
2023
Q4 | $363K | Buy |
+6,794
| New | +$363K | 0.27% | 50 |
|