CPWM
Cypress Point Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
14,153
-6,725
| -32% | -$198K | 0.1% | 60 |
|
|
2025
Q1 | $588K | Hold |
20,878
| – | – | 0.19% | 48 |
|
|
2024
Q4 | $643K | Buy |
20,878
+925
| +5% | +$28.5K | 0.2% | 49 |
|
|
2024
Q3 | $615K | Buy |
19,953
+2,900
| +17% | +$89.3K | 0.24% | 52 |
|
|
2024
Q2 | $491K | Buy |
17,053
+1,900
| +13% | +$54.7K | 0.23% | 52 |
|
|
2024
Q1 | $456K | Buy |
15,153
+1,000
| +7% | +$30.1K | 0.23% | 55 |
|
|
2023
Q4 | $412K | Buy |
+14,153
| New | +$412K | 0.31% | 46 |
|