Cypress Point Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Cypress Point Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$63.1M	Buy	1,423,391 +45,431	+3%	+$1.94M	12.84%	2
2026 Q1	$53.5M	Buy	1,377,960 +71,022	+5%	+$2.86M	11.53%	2
2025 Q4	$51.7M	Buy	1,306,938 +43,633	+3%	+$1.7M	11.29%	2
2025 Q3	$48.7M	Buy	1,263,305 +87,220	+7%	+$3.25M	9.86%	2
2025 Q2	$42.2M	Sell	1,176,085 -50,984	-4%	-$1.7M	10.26%	2
2025 Q1	$40.5M	Buy	1,227,069 +104,871	+9%	+$3.64M	12.84%	2
2024 Q4	$38.8M	Buy	1,122,198 +99,386	+10%	+$3.5M	12.09%	2
2024 Q3	$35.1M	Buy	1,022,812 +31,077	+3%	+$1.03M	13.78%	2
2024 Q2	$32M	Buy	991,735 +29,592	+3%	+$933K	15.14%	2
2024 Q1	$30.7M	Buy	962,143 +319,216	+50%	+$9.64M	15.74%	2
2023 Q4	$18.8M	Buy	642,927 +67,674	+12%	+$1.83M	13.96%	2
2023 Q3	$15.1M	Buy	575,253 +37,718	+7%	+$1.03M	13.24%	2
2023 Q2	$14.6M	Buy	537,535 +21,940	+4%	+$565K	15.55%	2
2023 Q1	$13.1M	Buy	515,595 +40,992	+9%	+$1.04M	18.52%	1
2022 Q4	$11.5M	Buy	474,603 +287,711	+154%	+$7M	18.06%	1
2022 Q3	$4.16M	Buy	186,892 +22,743	+14%	+$558K	7.72%	3
2022 Q2	$3.83M	Buy	164,149 +54,975	+50%	+$1.39M	6.71%	3
2022 Q1	$3.01M	Buy	109,174 +41,995	+63%	+$1.15M	3.06%	12
2021 Q4	$1.95M	Buy	67,179 +4,017	+6%	+$113K	1.8%	13
2021 Q3	$1.68M	Hold	63,162	–	–	1.2%	14
2021 Q2	$1.7M	Buy	+63,162	New	+$1.68M	1.21%	13

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cypress Point Wealth Management's DFAC Position: Q2 2026 in Review

Cypress Point Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 3.3% in Q2 2026, buying an estimated $1.94M and bringing the position to 1,423,391 shares worth $63.1M. The position accounts for 12.84% of the portfolio, ranked #2.

Cypress Point Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Cypress Point Wealth Management held 1,423,391 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $63.1M as of Q2 2026.
Cypress Point Wealth Management bought 45,431 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.94M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 12.84% of Cypress Point Wealth Management's portfolio in Q2 2026, its #2 holding.
Cypress Point Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 quarters since.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.