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Cypress Financial Planning’s U.S. Small Cap Portfolio ETF Class Shares 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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Cypress Financial Planning sold out of U.S. Small Cap Portfolio ETF Class Shares (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. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

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

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