CPWM
Cypress Point Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
48,565
+2,093
| +5% | +$61.5K | 0.35% | 37 |
|
|
2025
Q1 | $1.22M | Sell |
46,472
-23,550
| -34% | -$617K | 0.39% | 38 |
|
|
2024
Q4 | $1.74M | Buy |
70,022
+5,400
| +8% | +$134K | 0.54% | 32 |
|
|
2024
Q3 | $1.75M | Buy |
64,622
+8,400
| +15% | +$227K | 0.69% | 30 |
|
|
2024
Q2 | $1.43M | Buy |
56,222
+5,152
| +10% | +$131K | 0.68% | 32 |
|
|
2024
Q1 | $1.3M | Buy |
51,070
+6,400
| +14% | +$163K | 0.67% | 36 |
|
|
2023
Q4 | $1.09M | Buy |
+44,670
| New | +$1.09M | 0.81% | 31 |
|