CPWM
Cypress Point Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
8,634
+55
| +0.6% | +$2.79K | 0.11% | 58 |
|
|
2025
Q1 | $435K | Buy |
8,579
+42
| +0.5% | +$2.13K | 0.14% | 52 |
|
|
2024
Q4 | $432K | Sell |
8,537
-377
| -4% | -$19.1K | 0.13% | 53 |
|
|
2024
Q3 | $453K | Buy |
8,914
+3,074
| +53% | +$156K | 0.18% | 57 |
|
|
2024
Q2 | $296K | Buy |
5,840
+70
| +1% | +$3.55K | 0.14% | 65 |
|
|
2024
Q1 | $292K | Buy |
+5,770
| New | +$292K | 0.15% | 62 |
|