CFP
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Cypress Financial Planning’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cypress Financial Planning’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,664
Closed -$830K – 111
2026
Q1 		$830K Sell
11,664
-342
-3% -$25.1K 0.23% 40
2025
Q4 		$836K Buy
+12,006
New +$828K 0.23% 42

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Cypress Financial Planning's DFAS Position: Q2 2026 in Review

Cypress Financial Planning sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2026, closing a stake of 11,664 shares — an estimated $830K sold.

Cypress Financial Planning first reported a position in DFAS in Q4 2025 and held it in 2 quarters. The position peaked at $836K in Q4 2025. 180 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Cypress Financial Planning reported no remaining Dimensional US Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Cypress Financial Planning sold 11,664 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $830K.
  • Cypress Financial Planning first reported a position in Dimensional US Small Cap ETF in Q4 2025 and held it in 2 quarters.
  • Cypress Financial Planning's Dimensional US Small Cap ETF position peaked at $836K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.