Cypress Point Wealth Management’s U.S. Targeted Value Portfolio ETF Class Shares 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

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

EP Wealth Advisors Torrance, California $26.2B AUM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Cypress Point Wealth Management reduced its U.S. Targeted Value Portfolio ETF Class Shares (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. 862 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Cypress Point Wealth Management held 3,817 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $267K as of Q2 2026.
Cypress Point Wealth Management sold 1,590 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $106K.
U.S. Targeted Value Portfolio ETF Class Shares 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 U.S. Targeted Value Portfolio ETF Class Shares in Q2 2021 and has held it in 19 quarters since.
Cypress Point Wealth Management's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $8.57M in Q3 2023.
862 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

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