CYPRESS POINT WEALTH MANAGEMENT, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
CYPRESS POINT WEALTH MANAGEMENT, LLC portfolio value:
$4.15M
portfolio value
CYPRESS POINT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.55%
quarter
Dimensional U.S. Core Equity 2 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.86% | 22.74K shares | 331K | $22.24 | 186.89K |
| Q2 2022 | share | Increase | +50.36% | 54.97K shares | 813K | $23.3 | 164.14K |
| Q1 2022 | share | Increase | +62.51% | 41.99K shares | 1.06M | $27.58 | 109.17K |
| Q4 2021 | share | Increase | +6.36% | 4.01K shares | 268K | $29.03 | 67.17K |
| Q3 2021 | share | 0.00% | 0 shares | -26K | $26.57 | 63.16K | |
| Q2 2021 | share | Increase | 0.00% | 63.16K shares | 1.70M | $26.9 | 63.16K |