CPWM
Cypress Point Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
112,836
+250
| +0.2% | +$6.71K | 0.74% | 20 |
|
|
2025
Q1 | $2.96M | Buy |
112,586
+18,748
| +20% | +$492K | 0.94% | 22 |
|
|
2024
Q4 | $2.4M | Buy |
93,838
+34,325
| +58% | +$877K | 0.75% | 26 |
|
|
2024
Q3 | $1.72M | Buy |
59,513
+7,443
| +14% | +$215K | 0.67% | 31 |
|
|
2024
Q2 | $1.3M | Buy |
52,070
+2,187
| +4% | +$54.7K | 0.62% | 38 |
|
|
2024
Q1 | $1.27M | Buy |
49,883
+30,618
| +159% | +$782K | 0.65% | 37 |
|
|
2023
Q4 | $501K | Buy |
19,265
+1,230
| +7% | +$32K | 0.37% | 43 |
|
|
2023
Q3 | $404K | Sell |
18,035
-2,075
| -10% | -$46.5K | 0.36% | 41 |
|
|
2023
Q2 | $490K | Buy |
+20,110
| New | +$490K | 0.52% | 28 |
|