CPWM
DFAI

Cypress Point Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Cypress Point Wealth Management’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.11M Buy
54,217
+3,827
+8% +$153K 0.46% 34
2025
Q4 		$1.92M Buy
50,390
+2,257
+5% +$83.6K 0.42% 35
2025
Q3 		$1.75M Buy
48,133
+4
+0% +$141 0.35% 36
2025
Q2 		$1.66M Sell
48,129
-2,162
-4% -$70.8K 0.41% 32
2025
Q1 		$1.57M Sell
50,291
-19,122
-28% -$590K 0.5% 33
2024
Q4 		$2.03M Buy
69,413
+7,800
+13% +$236K 0.63% 29
2024
Q3 		$1.96M Buy
61,613
+26,580
+76% +$813K 0.77% 29
2024
Q2 		$1.04M Buy
35,033
+10,780
+44% +$324K 0.49% 39
2024
Q1 		$733K Buy
24,253
+4,908
+25% +$142K 0.38% 45
2023
Q4 		$554K Buy
19,345
+6,427
+50% +$172K 0.41% 42
2023
Q3 		$337K Buy
12,918
+2
+0% +$54 0.3% 44
2023
Q2 		$353K Buy
12,916
+5
+0% +$137 0.38% 35
2023
Q1 		$348K Buy
12,911
+3,476
+37% +$92.3K 0.49% 32
2022
Q4 		$236K Buy
+9,435
New +$226K 0.37% 34

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return