CPWM
Cypress Point Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
164,500
-4,011
| -2% | -$269K | 2.68% | 8 |
|
|
2025
Q1 | $10.2M | Buy |
168,511
+50,881
| +43% | +$3.08M | 3.23% | 5 |
|
|
2024
Q4 | $7.5M | Buy |
117,630
+40,715
| +53% | +$2.6M | 2.34% | 7 |
|
|
2024
Q3 | $4.78M | Buy |
76,915
+18,425
| +32% | +$1.15M | 1.88% | 10 |
|
|
2024
Q2 | $3.44M | Buy |
58,490
+30,590
| +110% | +$1.8M | 1.63% | 14 |
|
|
2024
Q1 | $1.59M | Buy |
+27,900
| New | +$1.59M | 0.81% | 28 |
|