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Cypress Point Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cypress Point Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.3M Sell
121,818
-565
-0.5% -$28.3K 1.28% 13
2026
Q1 		$5.52M Sell
122,383
-79
-0.1% -$3.71K 1.19% 13
2025
Q4 		$5.73M Sell
122,462
-310
-0.3% -$14.4K 1.25% 11
2025
Q3 		$5.62M Sell
122,772
-2,353
-2% -$104K 1.14% 12
2025
Q2 		$5.3M Sell
125,125
-39,984
-24% -$1.57M 1.29% 11
2025
Q1 		$6.35M Sell
165,109
-3,703
-2% -$150K 2.01% 8
2024
Q4 		$6.84M Sell
168,812
-1,766
-1% -$72.1K 2.13% 8
2024
Q3 		$6.77M Buy
170,578
+39,899
+31% +$1.52M 2.66% 8
2024
Q2 		$4.9M Sell
130,679
-784
-0.6% -$28.5K 2.32% 8
2024
Q1 		$4.8M Buy
131,463
+40,995
+45% +$1.42M 2.46% 8
2023
Q4 		$3.01M Sell
90,468
-16,189
-15% -$503K 2.23% 11
2023
Q3 		$3.19M Buy
106,657
+93,737
+726% +$2.92M 2.81% 8
2023
Q2 		$400K Buy
12,920
+3,116
+32% +$91.4K 0.43% 32
2023
Q1 		$282K Buy
+9,804
New +$277K 0.4% 35

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Cypress Point Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.46% in Q2 2026, selling an estimated $28.3K and leaving 121,818 shares worth $6.3M. The position accounts for 1.28% of the portfolio, ranked #13.

Cypress Point Wealth Management first reported a position in DFAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.84M in Q4 2024. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Cypress Point Wealth Management held 121,818 shares of Dimensional US Core Equity Market ETF worth $6.3M as of Q2 2026.
  • Cypress Point Wealth Management sold 565 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $28.3K.
  • Dimensional US Core Equity Market ETF made up 1.28% of Cypress Point Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Cypress Point Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Cypress Point Wealth Management's Dimensional US Core Equity Market ETF position peaked at $6.84M in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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