CPWM
DFAU icon

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
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 $17.8B AUM 21.2% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM