CPWM
Cypress Point Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
48,129
-2,162
| -4% | -$74.7K | 0.41% | 32 |
|
|
2025
Q1 | $1.57M | Sell |
50,291
-19,122
| -28% | -$597K | 0.5% | 33 |
|
|
2024
Q4 | $2.03M | Buy |
69,413
+7,800
| +13% | +$228K | 0.63% | 29 |
|
|
2024
Q3 | $1.96M | Buy |
61,613
+26,580
| +76% | +$845K | 0.77% | 29 |
|
|
2024
Q2 | $1.04M | Buy |
35,033
+10,780
| +44% | +$320K | 0.49% | 39 |
|
|
2024
Q1 | $733K | Buy |
24,253
+4,908
| +25% | +$148K | 0.38% | 45 |
|
|
2023
Q4 | $554K | Buy |
19,345
+6,427
| +50% | +$184K | 0.41% | 42 |
|
|
2023
Q3 | $337K | Buy |
12,918
+2
| +0% | +$52 | 0.3% | 44 |
|
|
2023
Q2 | $353K | Buy |
12,916
+5
| +0% | +$137 | 0.38% | 35 |
|
|
2023
Q1 | $348K | Buy |
12,911
+3,476
| +37% | +$93.7K | 0.49% | 32 |
|
|
2022
Q4 | $236K | Buy |
+9,435
| New | +$236K | 0.37% | 34 |
|