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Dimensional Etf Trust shares owned by Cypress Point Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Cypress Point Wealth Management from 13F filings

Historical chart of Cypress Point Wealth Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Cypress Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Cypress Point Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 30k 55.63
2024-06-30 $1.5M 28k 51.87
2024-03-31 $2.0M 36k 54.43
2023-12-31 $5.5M 104k 52.33
2023-09-30 $8.6M 188k 45.69
2023-06-30 $7.7M 165k 46.39
2023-03-31 $6.9M 156k 44.50
2022-12-31 $3.2M 72k 43.95
2022-09-30 $985k 25k 38.99
2022-06-30 $682k 17k 40.22
2021-09-30 $20k 448 44.64
2021-06-30 $20k 447 44.74