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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
Q3 		$361K Sell
8,523
-327
-4% -$13.6K 0.1% 70
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

TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cypress Financial Planning's DFEV Position: Q3 2026 in Review

Cypress Financial Planning reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 3.7% in Q3 2026, selling an estimated $13.6K and leaving 8,523 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #70.

Cypress Financial Planning first reported a position in DFEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $378K in Q2 2026. 37 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

  • Cypress Financial Planning held 8,523 shares of Dimensional Emerging Markets Value ETF worth $361K as of Q3 2026.
  • Cypress Financial Planning sold 327 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $13.6K.
  • Dimensional Emerging Markets Value ETF made up 0.1% of Cypress Financial Planning's portfolio in Q3 2026, its #70 holding.
  • Cypress Financial Planning first reported a position in Dimensional Emerging Markets Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Cypress Financial Planning's Dimensional Emerging Markets Value ETF position peaked at $378K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.