CPWM
Cypress Point Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
460,415
+27,437
| +6% | +$853K | 3.48% | 5 |
|
|
2025
Q1 | $12M | Buy |
432,978
+24,259
| +6% | +$674K | 3.81% | 4 |
|
|
2024
Q4 | $10.6M | Buy |
408,719
+46,225
| +13% | +$1.19M | 3.29% | 4 |
|
|
2024
Q3 | $10.2M | Buy |
362,494
+37,894
| +12% | +$1.07M | 4.01% | 4 |
|
|
2024
Q2 | $8.53M | Buy |
324,600
+26,984
| +9% | +$709K | 4.04% | 4 |
|
|
2024
Q1 | $7.96M | Buy |
297,616
+117,064
| +65% | +$3.13M | 4.08% | 4 |
|
|
2023
Q4 | $4.61M | Buy |
180,552
+19,834
| +12% | +$506K | 3.42% | 4 |
|
|
2023
Q3 | $3.75M | Buy |
160,718
+95,667
| +147% | +$2.23M | 3.3% | 6 |
|
|
2023
Q2 | $1.58M | Buy |
65,051
+32,173
| +98% | +$781K | 1.68% | 15 |
|
|
2023
Q1 | $791K | Buy |
+32,878
| New | +$791K | 1.12% | 20 |
|