CFP
DFEV icon

Cypress Financial Planning’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Cypress Financial Planning’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$378K Sell
8,850
-57
-0.6% -$2.33K 0.09% 73
2026
Q1 		$319K Sell
8,907
-252
-3% -$9.19K 0.09% 77
2025
Q4 		$309K Buy
+9,159
New +$302K 0.09% 85

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

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

Cypress Financial Planning reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 0.64% in Q2 2026, selling an estimated $2.33K and leaving 8,850 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #73.

Cypress Financial Planning first reported a position in DFEV in Q4 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Cypress Financial Planning held 8,850 shares of Dimensional Emerging Markets Value ETF worth $378K as of Q2 2026.
  • Cypress Financial Planning sold 57 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $2.33K.
  • Dimensional Emerging Markets Value ETF made up 0.09% of Cypress Financial Planning's portfolio in Q2 2026, its #73 holding.
  • Cypress Financial Planning first reported a position in Dimensional Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

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