CPWM
Cypress Point Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3M | Sell |
125,125
-39,984
| -24% | -$1.69M | 1.29% | 11 |
|
|
2025
Q1 | $6.35M | Sell |
165,109
-3,703
| -2% | -$142K | 2.01% | 8 |
|
|
2024
Q4 | $6.84M | Sell |
168,812
-1,766
| -1% | -$71.5K | 2.13% | 8 |
|
|
2024
Q3 | $6.77M | Buy |
170,578
+39,899
| +31% | +$1.58M | 2.66% | 8 |
|
|
2024
Q2 | $4.9M | Sell |
130,679
-784
| -0.6% | -$29.4K | 2.32% | 8 |
|
|
2024
Q1 | $4.8M | Buy |
131,463
+40,995
| +45% | +$1.5M | 2.46% | 8 |
|
|
2023
Q4 | $3.01M | Sell |
90,468
-16,189
| -15% | -$538K | 2.23% | 11 |
|
|
2023
Q3 | $3.19M | Buy |
106,657
+93,737
| +726% | +$2.81M | 2.81% | 8 |
|
|
2023
Q2 | $400K | Buy |
12,920
+3,116
| +32% | +$96.6K | 0.43% | 32 |
|
|
2023
Q1 | $282K | Buy |
+9,804
| New | +$282K | 0.4% | 35 |
|