CPWM
Cypress Point Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
39,429
+31
| +0.1% | +$897 | 0.28% | 41 |
|
|
2025
Q1 | $1.02M | Buy |
39,398
+8
| +0% | +$207 | 0.32% | 40 |
|
|
2024
Q4 | $999K | Buy |
39,390
+23
| +0.1% | +$584 | 0.31% | 40 |
|
|
2024
Q3 | $1.08M | Buy |
39,367
+36
| +0.1% | +$987 | 0.42% | 40 |
|
|
2024
Q2 | $1.02M | Buy |
39,331
+26
| +0.1% | +$673 | 0.48% | 40 |
|
|
2024
Q1 | $972K | Buy |
+39,305
| New | +$972K | 0.5% | 39 |
|