CYPRESS POINT WEALTH MANAGEMENT, LLC – Dimensional U.S. Targeted Value ETF Transaction History
CYPRESS POINT WEALTH MANAGEMENT, LLC portfolio value:
$985,000
portfolio value
CYPRESS POINT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.11%
quarter
Dimensional U.S. Targeted Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +49.01% | 8.31K shares | 303K | $38.97 | 25.26K |
| Q2 2022 | share | Increase | 0.00% | 16.95K shares | 682K | $40.22 | 16.95K |
| Q3 2021 | share | Increase | +0.22% | 1 shares | 0 | $44.4 | 448 |
| Q2 2021 | share | Increase | 0.00% | 447 shares | 20K | $44.69 | 447 |