Cypress Point Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.25M	Buy	36,790 +6	+0%	+$210	0.27%	44
2025 Q4	$1.2M	Buy	36,784 +26	+0.1%	+$837	0.26%	42
2025 Q3	$1.16M	Sell	36,758 -2,671	-7%	-$80.5K	0.23%	42
2025 Q2	$1.14M	Buy	39,429 +31	+0.1%	+$832	0.28%	41
2025 Q1	$1.02M	Buy	39,398 +8	+0%	+$208	0.32%	40
2024 Q4	$999K	Buy	39,390 +23	+0.1%	+$609	0.31%	40
2024 Q3	$1.08M	Buy	39,367 +36	+0.1%	+$939	0.42%	40
2024 Q2	$1.02M	Buy	39,331 +26	+0.1%	+$659	0.48%	40
2024 Q1	$972K	Buy	+39,305	New	+$942K	0.5%	39

Other funds holding DFAE

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return