Cypress Point Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267K	Sell	3,817 -1,590	-29%	-$106K	0.05%	115
2026 Q1	$338K	Sell	5,407 -70	-1%	-$4.45K	0.07%	83
2025 Q4	$326K	Sell	5,477 -2,839	-34%	-$166K	0.07%	76
2025 Q3	$484K	Sell	8,316 -1,833	-18%	-$104K	0.1%	55
2025 Q2	$548K	Sell	10,149 -9,792	-49%	-$499K	0.13%	52
2025 Q1	$1.03M	Sell	19,941 -4,424	-18%	-$243K	0.33%	39
2024 Q4	$1.36M	Sell	24,365 -5,233	-18%	-$299K	0.42%	38
2024 Q3	$1.65M	Buy	29,598 +1,242	+4%	+$67.2K	0.65%	33
2024 Q2	$1.47M	Sell	28,356 -7,563	-21%	-$397K	0.7%	31
2024 Q1	$1.96M	Sell	35,919 -68,514	-66%	-$3.53M	1%	25
2023 Q4	$5.46M	Sell	104,433 -83,037	-44%	-$3.88M	4.06%	3
2023 Q3	$8.57M	Buy	187,470 +22,176	+13%	+$1.05M	7.52%	3
2023 Q2	$7.67M	Buy	165,294 +9,688	+6%	+$425K	8.17%	3
2023 Q1	$6.92M	Buy	155,606 +83,420	+116%	+$3.87M	9.76%	3
2022 Q4	$3.17M	Buy	72,186 +46,921	+186%	+$2.06M	4.97%	4
2022 Q3	$985K	Buy	25,265 +8,310	+49%	+$354K	1.83%	15
2022 Q2	$682K	Buy	+16,955	New	+$744K	1.2%	19
2021 Q4	–	Sell	-448	Closed	-$20K	–	61
2021 Q3	$20K	Buy	448 +1	+0.2%	+$44	0.01%	90
2021 Q2	$20K	Buy	+447	New	+$20.1K	0.01%	102

Other funds holding DFAT

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Cypress Point Wealth Management reduced its Dimensional US Targeted Value ETF (DFAT) stake by 29% in Q2 2026, selling an estimated $106K and leaving 3,817 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #115.

Cypress Point Wealth Management first reported a position in DFAT in Q2 2021 and has held it in 19 quarters since. The position peaked at $8.57M in Q3 2023. 212 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Cypress Point Wealth Management held 3,817 shares of Dimensional US Targeted Value ETF worth $267K as of Q2 2026.
Cypress Point Wealth Management sold 1,590 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $106K.
Dimensional US Targeted Value ETF made up 0.05% of Cypress Point Wealth Management's portfolio in Q2 2026, its #115 holding.
Cypress Point Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 19 quarters since.
Cypress Point Wealth Management's Dimensional US Targeted Value ETF position peaked at $8.57M in Q3 2023.
212 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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